This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Teradyne ($TER) Beats Q4 Estimates on Strong AI Demand
Teradyne, a supplier of semiconductor testing systems and industrial automation equipment, reported fourth-quarter and full-year 2025 results that came in above the high end of its guidance, driven mainly by strong AI-related demand.
Revenue in the fourth quarter reached $1.08 billion, up 44% year over year and 41% sequentially, reflecting higher demand for compute, networking, and memory testing tied to AI workloads. Semiconductor Test accounted for the majority of revenue at $883 million, while Product Test and Robotics contributed $110 million and $89 million, respectively.
For full-year 2025, Teradyne reported revenue of $3.19 billion, up 13% from 2024. GAAP EPS for the year came in at $3.47, while non-GAAP EPS reached $3.96.
According to the company, all business segments posted sequential growth in Q4. Management said AI-driven demand in compute systems was the main contributor, particularly within its Semiconductor Test business.
Looking ahead, Teradyne guided for Q1 2026 revenue of $1.15–$1.25 billion, with non-GAAP EPS expected between $1.89 and $2.25. The company said it expects year-over-year growth across all segments in 2026, with continued momentum in AI-related compute demand.
Stock Price Reaction:
$TER shares jumped about 13% following the earnings announcement.
Alphabet ($GOOGL) Highlights Gemini Growth, Plans Major 2026 Spending Boost
Alphabet ($GOOGL), the parent company of Google and YouTube, reported Q4 2025 results and put a big spotlight on AI momentum — along with a sharp step-up in infrastructure spending planned for 2026.
According to the company, Gemini 3 was a key milestone, and Alphabet said its first-party models (including Gemini) now process over 10 billion tokens per minute via direct customer API usage. The company also said the Gemini app reached 750 million monthly active users, and that Search usage hit record levels, with AI features contributing to more activity.
AI demand also showed up in the Cloud numbers. Google Cloud revenue rose 48% to $17.7B, which Alphabet attributed to strength in Google Cloud Platform — including enterprise AI infrastructure and AI solutions — plus core cloud products. Alphabet added that Cloud ended 2025 at an annual run rate above $70B, according to the company.
The biggest new “AI takeaway” for investors was spending. Alphabet said it expects 2026 CapEx of about $175B to $185B, positioning it as an aggressive buildout of compute capacity and infrastructure to meet demand.
Stock Price Reaction
$GOOGL fell after the report, though the move appeared to line up with a broader market downturn rather than this update alone, since the AI and revenue commentary was largely positive.
Polestar ($PSNY) Raises $400M in New Equity Financing
Polestar ($PSNY), the electric vehicle maker backed by Geely, announced a $400 million equity investment, with $200 million each coming from Sumitomo Mitsui Banking Corporation and Standard Chartered Bank.
According to the company, the financing strengthens Polestar’s liquidity and balance sheet following similar equity funding completed in December 2025. The new shares will be issued at $19.34 per Class A ADS, the same price as the prior round. Neither investor will own more than 10% of Polestar after the deal closes, and both have a three-year put option with a Geely Sweden Holdings subsidiary that provides an exit path under agreed terms.
Polestar said the funding comes as it builds on a record year of retail sales, with management focused on stabilizing finances and moving toward a stronger operating position.
Stock Price Reaction
$PSNY jumped more than 30% following the financing announcement, as investors reacted positively to the fresh capital and improved balance sheet outlook.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
