onsemi has launched the Elite Pairing Studio, an industry-first online design tool to help engineers select silicon carbide (SiC) MOSFETs and gate drivers for applications in AI data centers, electric vehicles, and industrial systems. This cloud-based tool analyzes device combinations, visualizes switching behavior and losses, and generates PLECS models to accelerate power electronics design, reduce iterations, and shorten time to market. The Elite Pairing Studio is available on onsemi's website and will be demonstrated at PCIM Expo 2026.

Aufman Associates Inc significantly increased its holdings in Moderna, Inc. (NASDAQ:MRNA) by 146.7% in the fourth quarter, now owning 43,200 shares valued at $1.27 million. Other institutional investors also adjusted their stakes. The article details analyst ratings, stock performance, recent earnings, and recent insider trading activities, noting that analysts currently have a "Reduce" rating on Moderna with an average price target of $35.73.

Brandywine Global Investment Management LLC decreased its stake in CVS Health Corporation by 13.2% in the fourth quarter, selling over 414,000 shares. Despite this sale, CVS Health remains Brandywine's 10th largest holding. The article also highlights that Wall Street analysts maintain a "Moderate Buy" consensus rating for CVS, with an average price target of $99.88, following a strong quarterly earnings beat and upgraded guidance.

Duke Energy is urging its Carolinas customers to conserve electricity as a heat wave pushes temperatures into the 90s, increasing demand for air conditioning. The utility recommends setting thermostats higher, using warm water for laundry, running heat-generating appliances during cooler hours, and closing blinds to reduce energy consumption. These measures can help manage peak demand and reduce customer bills during the elevated usage period.

Wells Fargo has increased its price target for Nucor Corporation (NYSE:NUE) from $244 to $292, maintaining an 'Overweight' rating, reflecting an almost 15% upside. This revision follows an update to their steel sector models, including a raised steel price outlook, with projections for continued price strength until October. The firm notes "unusually lean" service center inventories, suggesting mills will need to restock despite an expected Q3 demand softening, although a price correction due to increased supply is anticipated in Q4.

Mizuho analyst Vijay Rakesh has increased the price target for Super Micro Computer, Inc. (NASDAQ: SMCI) from $36 to $44, while maintaining a 'Neutral' rating. This adjustment reflects strong demand for agentic AI across the CPU ecosystem and an expected upside for servers due to persistent supply constraints through 2027. Despite the positive outlook, Mizuho warned that memory and CPU supply issues could limit further upside in the latter half of the current year.

Supermicro has launched new AI infrastructure solutions, including Arm AGI CPU-based rack systems designed for agentic AI workloads, emphasizing high performance and efficiency in power and space-constrained environments. The company also introduced Data Center Building Block Solutions (DCBBS) blueprints based on Nvidia Vera Rubin NVL72 and NVL8 platforms, capable of scaling significantly and integrating a full range of data center components. These offerings aim to boost operational efficiency and accelerate large-scale AI infrastructure deployments.

Wells Fargo has increased its price target for Western Digital (WDC) from $500 to $575, maintaining an ‘Overweight’ rating, following optimistic discussions during its 4th Annual Silicon Valley Bus Tour. The upgrade is driven by strong demand trends related to massive AI data center build-outs and growing AI adoption, which are boosting server CPU and memory requirements. The firm anticipates memory supply constraints to persist through the next year, highlighting economies of scale as a critical competitive advantage for companies in this sector.

Williams-Sonoma (WSM) is listed as one of the 10 Most Volatile Stocks to Buy in the S&P 500. The company, a premier specialty retailer for home products, recently had its price target raised by Argus analyst Christopher Graja to $230 with a 'Buy' rating due to its strong e-commerce presence and marketing capabilities. Williams-Sonoma also exceeded Q1 2026 earnings estimates and provided positive full-year 2026 guidance.

Insulet Corporation (PODD) has rolled out significant enhancements to its Omnipod 5 Automated Insulin Delivery (AID) System, introducing a new 100 mg/dL Target Glucose option for improved glycemic control and personalization. The system also now integrates with Abbott’s FreeStyle Libre 3 Plus sensor, offering broader sensor options and supporting the LibreLinkup app for caregiver tracking. These updates, the most substantial algorithm advancement since Omnipod 5's 2022 launch, aim to simplify diabetes management and are expected to see further international rollouts.