Metavasi Capital LP initiated a new position in TTM Technologies (TTMI) worth $11.81 million, acquiring 171,202 shares in Q4 2025. The position represents 4.81% of the fund's AUM and became its eighth-largest holding. TTMI shares have surged 249.1% over the past year, driven by strong Q4 sales growth of 19% YoY and robust demand from data centers for AI systems. However, the analyst recommends waiting for a pullback, as the stock trades at a P/E ratio of approximately 64, near its 52-week high.

Neo Ivy Capital Management acquired 100,879 shares of TTM Technologies (TTMI) for approximately $6.96 million in Q4 2025. TTMI stock has surged 259.82% over the past year, driven by strong fundamentals including 19% revenue growth and expanding margins, with data center computing and AI demand fueling 36% of sales. The company projects 15-20% sales growth for 2026.

S&P Dow Jones Indices announced index changes effective January 30 and February 2, 2026. TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Healthcare REIT will be promoted to the S&P MidCap 400, while Amneal Pharmaceuticals, Apellis Pharmaceuticals, and LegalZoom.com will join the S&P SmallCap 600. These changes follow several pending M&A transactions and corporate actions.

The Russell 2000 small-cap index has surged to record highs in early 2026, outperforming the S&P 500 and the Magnificent Seven tech stocks for the first time since 2008. Driven by strong economic data, improving earnings revisions, and broad-based gains across 77% of constituents, small caps are positioned for continued outperformance. Five stocks—Bloom Energy, Kratos Defense, AeroVironment, Hecla Mining, and TTM Technologies—have contributed significantly to the rally.

Google's Alphabet has made significant strides in AI with Gemini 3, challenging OpenAI and positioning itself competitively in the AI ecosystem. Three stocks are highlighted as potential beneficiaries of Google's AI infrastructure expansion.

Portolan Capital increased its stake in Cellebrite by 1.4 million shares in Q3 2025, making it their 10th-largest holding. The investment firm appears confident in Cellebrite's digital intelligence solutions and potential for growth.

TTM Technologies recognized two team members at the 2025 IPC CEMAC Conference in Shanghai, with Meising Ho and Richard Xie receiving prestigious Asia Steering Committee Outstanding Service Awards for their contributions to electronics manufacturing standards and education.

TTM Technologies introduces new ultra small RF crossover and splitter components for Telecom, Test and Measurement, and COTS Mil-Aero sectors, featuring advanced technical specifications and compact design.

TTM Technologies will showcase its latest printed circuit board (PCB) technologies at Electronica India 2025, highlighting innovations for various industries including data center computing, networking, medical, industrial, aerospace, and defense.

The global Aerospace Printed Circuit Board Market is projected to grow from US$1.2 billion in 2024 to US$1.9 billion by 2034, with a 3.3% CAGR, driven by advancements in commercial aircraft, military platforms, and emerging technologies like UAVs.

The IPC has officially become the Global Electronics Association, reflecting its role as the voice of the $6 trillion electronics industry. The association aims to strengthen supply chain resilience and promote sustainable growth through collaboration with its 3,000+ member companies and partners worldwide.

IPC has officially rebranded as the Global Electronics Association, reflecting its position as a global leader in the electronics industry. The association aims to strengthen supply chain resilience and promote industry growth through partnerships with over 3,000 member companies, thousands of partners, and dozens of government agencies.