-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二在一份研究報告中指出，萊迪思半導體（Lattice Semiconductor，股票代碼：LSCC）收購韌體供應商AMI將鞏固其平台級能力，並擴大其在伺服器人工智慧領域的業務。 RBC表示，此次收購將使萊迪思半導體能夠提供系統級解決方案，包括硬體級安全管理以及靈活的電源和散熱控制，同時進一步提升其在伺服器、人工智慧和資料中心市場的業務。 RBC指出，萊迪思半導體第一季獲利超出預期，並基於其核心業務的強勁表現，預計該公司2026財年每股收益將從此前的1.50美元增至1.79美元，2027財年每股收益將從此前的1.96美元增至2.31美元（不計AMI的收購）。 RBC將萊迪思半導體的目標股價從118美元上調至140美元，並維持「跑贏大盤」評級。
Price: $119.46, Change: $-6.11, Percent Change: -4.87%
ServiceNow (NOW) said Tuesday it is significantly expanding its partnership with Nvidia (NVDA) to extend agentic artificial intelligence governance from desktops to data centers.This includes the introduction of Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime, that will autonomously complete complex work for employees, according to the company.Also, ServiceNow entered an expanded multi-year strategic agreement with Lenovo to allow enterprises to cut costs, increase productivity, improve governance through AI-native workflow automation, according to a statement.ServiceNow and FedEx (FDX) are also expanding their collaboration by embedding trusted logistics intelligence from FedEx Dataworks directly into existing ServiceNow Source-to-Pay journeys, as well as building net-new supply chain management workflows, the company added.Additionally, ServiceNow announced an expansion of its strategic partnership with Microsoft (MSFT) for a deepened product integration between ServiceNow AI Control Tower and Microsoft Agent 365.Price: $91.54, Change: $-0.43, Percent Change: -0.47%
Sterling Infrastructure (STRL) climbed 47% amid heavy trading after the company overnight reported a stronger-than-expected surge in Q1 earnings and sales while guiding sales above market expectations.More than 1.55 million shares of the company traded intraday compared with a daily average of about 510,000.DigitalOcean (DOCN) reported Q1 non-GAAP earnings and sales Tuesday above market expectations. The company also raised its full-year 2026 non-GAAP earnings per share and revenue forecast range, beating expectations.Shares soared 37%, with intraday trading volume of over 9.90 million from a daily average of about 4.34 million.Backblaze (BLZE) reported late Monday a swing to Q1 non-GAAP net income per share amid a jump in sales from a year ago.Shares catapulted 63%, with intraday trading volume at over 31.9 million from a daily average of roughly 824,000.Price: $793.45, Change: $+263.96, Percent Change: +49.85%
EBay's (EBAY) board is meeting this week to review the unsolicited $55.5 billion acquisition offer from GameStop (GME) Chief Executive Ryan Cohen, Semafor reported Tuesday, citing sources familiar with the matter.Cohen failed to convince serious shareholders to back his move during an interview on CNBC on Monday, according to the report.EBay and GameStop did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $105.62, Change: $-3.71, Percent Change: -3.39%