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NASDAQ:SMTC News 7 July 2025 - 2 February 2026

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech shares surged 9.4% to $87.21 by midday Monday, hitting a new 52-week high of $88.59. Trading volume topped the 30-day average as the stock outpaced a 3% gain in the broader semiconductor index. The jump followed last week’s launch of new AirLink 5G “RedCap” routers targeting industrial IoT markets. Investors are watching for updates at DistribuTECH 2026 in San Diego this week.
2 February 2026
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Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT spending in 2025 is projected to approach $1 trillion, up from $805.7 billion in 2023. By 2025, the number of connected IoT devices is expected to reach 27 billion, rising to over 40 billion by 2030. Manufacturing is the leading IoT vertical by spending, with 2023 top use cases including manufacturing operations at $73 billion and production asset management at $68 billion. The IoT in healthcare market was about $72 billion in 2020 and is projected to grow to $446.5 billion by 2028 at a 25.9% CAGR. The automotive IoT market is projected to reach over $190 billion
7 July 2025
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Stock Market Today

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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