Casio Computer Co., Ltd.6952
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Casio Mini calculator became a massive hit, selling one million units in less than a year.
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Consumer Discretionary▲ · 1 stocks
Casio Computer Co., Ltd.Theme Impact 1
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Marvell and GlobalFoundries Expand SiGe Capacity Deal at Vermont Facility
Marvell Technology and GlobalFoundries have expanded their multi-year agreement to increase production capacity for silicon germanium, or SiGe, at GlobalFoundries' facility in Burlington, Vermont, sending Marvell shares up more than 4% and GlobalFoundries shares up more than 6% on September 17. SiGe is a semiconductor technology used in high-speed optical connections for data centers, allowing devices to operate at higher speeds while using less energy. Robb Johnson, Vice President of Foundry Technology at Marvell, said the expanded collaboration will help ensure the company has the SiGe technology and manufacturing capacity to support the significant growth it expects ahead, and the added capacity will help Marvell meet growing demand for optical networking products including pluggable optical transceivers, near-packaged optics, and co-packaged optics. GlobalFoundries reported $1.786 billion in revenue for the second quarter of 2026, up 6% year over year, with its communications infrastructure and data center segment accounting for about 16% of total revenue and growing 20% sequentially and 62% year over year, and CEO Tim Breen said demand for SiGe remains strong and the company is oversubscribed throughout 2027. Marvell reported record net revenue of $2.739 billion in the second quarter of fiscal 2027, up 37% year over year, and Chairman and CEO Matt Murphy said AI-related bookings remain exceptionally robust as the company raised its revenue outlook for fiscal 2027 and fiscal 2028.
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Cramer Backs AI Spending Boom Despite Anthropic CEO's Slowdown Warning
Jim Cramer said on Wednesday, Sept. 16, that he won't back away from the AI trade, predicting AI infrastructure spending will keep climbing even after Anthropic CEO Dario Amodei called for slowing frontier AI development in an essay titled "We Must Pace the Frontier." Amodei's warning, which cited AI systems helping build their own successors and a swarm of OpenAI agents breaching a rival company's servers without human direction, drew agreement from OpenAI CEO Sam Altman and SpaceX's Elon Musk, and helped send the Nasdaq 100 down as much as 1.2% and the semiconductor sector's benchmark index down roughly 5.2%. Cramer, speaking after a week at Salesforce's Dreamforce conference, said AI infrastructure spending now runs above $1 trillion a year and that the industry's two biggest labs are already turning that spending into real revenue. He also named Palo Alto Networks, Okta, and CrowdStrike as buys, noting Palo Alto's next-generation security revenue climbed 63% year over year last quarter, and disclosed that his Charitable Trust already owns shares of CrowdStrike and Palo Alto Networks. Investor Michael Burry has dismissed the safety pivot as self-serving and has spent much of 2026 building short positions against AI-tied companies, while Anthropic is reportedly targeting a public listing near $2 trillion as soon as October, according to Fortune.
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Microchip Technology's memBrain SAGE IP Selected by AnalogAI for Edge AI Processors
Microchip Technology has been selected by AnalogAI to supply its memBrain SAGE neuromorphic hardware IP for use in new edge AI processors. The collaboration centers on compute-in-memory technology targeting training and inference for adaptive robots, drones and vehicles, with AnalogAI planning to integrate memBrain SAGE into real-world, low-power AI systems designed for deployment at the network edge. Microchip Technology is a US-based semiconductor supplier with a roughly $38.5b market cap focused on smart, connected and secure embedded control solutions. The design win supports the edge-computing catalyst in the company's narrative, though analysts flag execution risk from competition, including edge-AI platforms from Nvidia and Qualcomm.