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VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon shares closed Friday at 206.60 yuan, up 1.35%. The company forecasts 2025 revenue of 3.15 billion yuan, a 35.8% rise, and a narrowed net loss of 449 million yuan. AI-compute orders made up over 73% of new business, with data-processing revenue up more than 95%. Investors are watching if the 5.08 billion yuan backlog will turn into profits as earnings season begins.
26 January 2026
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Stock Market Today

  • Jim Cramer Dismisses AI Impact Concerns on Shopify, Calls Stock a Bargain
    May 21, 2026, 1:20 PM EDT. Jim Cramer defended Shopify Inc (NASDAQ:SHOP), emphasizing the company's strong quarterly performance despite market fears about AI replacing its software. Highlighting Shopify's 15 consecutive quarters of exceeding revenue estimates, Cramer described the stock as undervalued despite trading at 55 times earnings and a 29% expected growth in earnings this year. He argued Shopify isn't an "AI displacement victim" and labeled it a bargain below $100 per share. Cramer urged investors to view recent price declines as buying opportunities, confident the stock will not halve again. Shopify provides a commerce platform for businesses managing products, orders, payments, and customer relations. The commentary underscores ongoing investor concerns over AI's potential impact on software companies but affirms Shopify's resilience and conservative outlook.

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