Kintayl Capital sold 495,390 shares of Core Scientific (CORZ) worth $8.64 million in Q4 2025, reducing its stake from 6.3% to 0.66% of AUM. Despite the fund's exit, Core Scientific shares have surged 84% over the past year. The company is transitioning from unprofitable self-mining to higher-margin colocation services, though adjusted EBITDA remains negative and Q4 revenue declined year-over-year.

Kintayl Capital LP established a new position in Qorvo by purchasing 124,268 shares worth approximately $10.50 million, making it one of the fund's top five holdings. The investment represents a contrarian move as Qorvo has declined significantly from its 2021 peak, but the stock now trades at attractive valuations (23x current earnings, 13x forward P/E) with improving revenue diversification beyond its traditional customer base into automotive, defense, and connectivity sectors.

Frank P. Stewart, SVP of Advanced Cellular at Qorvo, sold 8,226 shares worth approximately $683,000 on February 17, 2026, reducing his direct holdings by 19.18%. Despite the sale, Stewart retained over 80% of his shares, suggesting confidence in the company. The transaction comes as Qorvo shows gradual improvement after bottoming in spring 2025, with a 10.67% gain over the past year.

Activist investor Starboard Value LP acquired a 5.19 million share stake in engineering and construction firm Fluor Corporation worth $205.73 million, representing 3.9% of its reportable assets. The investment reflects confidence in Fluor's ability to capitalize on accelerating industrial and energy infrastructure investment cycles, though investors will monitor whether the company can convert its growing project backlog into steady, profitable earnings without cost overruns.

Activist investor Starboard Value LP has acquired a significant 4.55% stake in Clearwater Analytics, purchasing 9,959,031 shares valued at $240.21 million. The investment in the cloud-based investment accounting software provider reflects confidence in its structural competitive advantages, including high switching costs and regulatory requirements that create sticky recurring revenue. However, the stock has underperformed the market by 26.7 percentage points over the past year.

The gallium nitride (GaN) semiconductor market is experiencing rapid growth, estimated at $12.05 billion in 2025 and projected to reach $24.53 billion by 2030 with a CAGR of 15.2%. Growth is driven by 5G deployment, electric vehicles, renewable energy adoption, and a shift from silicon to wide bandgap materials. Key trends include increased GaN adoption in fast-charging systems, RF components, and automotive applications. North America leads in market share while Asia-Pacific shows fastest growth.

The global Gallium Nitride (GaN) transistor market is projected to grow from USD 237.74 million in 2026 to USD 387.63 million by 2032, with an 8.75% CAGR. Growth is driven by innovations in device physics, packaging improvements, and increased adoption across power conversion, RF amplification, and high-efficiency switching applications. The market is transitioning from niche to mainstream, with regional variations influenced by policy, manufacturing capabilities, and end-use requirements.

Broadcom is expected to report strong Q4 2025 earnings, with $17.5 billion in revenue and $1.87 adjusted EPS. The company has secured $10 billion in AI orders and is strategically positioned in AI chip and networking technologies, though facing potential long-term risks from competitors like Google.

The Transimpedance Amplifiers (TIAs) market is projected to grow from USD 501.42 Million in 2025 to USD 669.39 Million by 2033, driven by high-speed optical communication networks and increasing data traffic demands.

Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in mergers and acquisitions.

Starboard Value LP acquired a significant 7,024,848 share stake in Bill Holdings, valued at $372.11 million, becoming the firm's fourth-largest holding. The investment suggests potential strategic changes or value generation for the cloud-based financial software company.

Law firm Brodsky & Smith is investigating potential breaches of fiduciary duties by boards of several companies during merger and acquisition processes, focusing on whether shareholders are receiving fair value.