First Trust Multi Cap Value Alpha

AMAT

Deep Research

INTC

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SSNGY

00981

AVGO

04335

HSMD

688981

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

Applied Materials

Intel

NVIDIA

Hudbay Minerals

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Taiwan Semiconductor

Samsung Electronics 

Outfront Media

Micron Tech

SMIC

Broadcom

United Microelectronics

INTEL-T

SMIC HK SDR 5to1

Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

Supermicro to Present at the Bank of America Global Technology Conference

Supermicro to Participate in Mizuho Technology Conference

Humana Secures $1.5 Billion Financing Agreement to Issue Senior Notes

Synchrony Financial Exec Mothner Sells ~51k Shares for $3.65 Million

Nucor CEO Leon J. Topalian Sells 52,000 Shares for $11.85 Million

Walt Disney to Enable Hulu Archive Linking for Some Disney+ Subscribers

Erste Group Bank Raises Walt Disney's FY2026 EPS Forecast to $6.86

Berkshire Hathaway Increases $3 Billion Stake in Delta Air Lines, CEO Confirms Amazon Wi-Fi Partnership

Super Micro Computer, Inc. Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

DNB Asset Management Discloses $6.24 Million Stake in Super Micro Computer

Supermicro to Participate in the Mizuho Technology Conference

Supermicro to Participate in Bank of America Global Technology Conference

Super Micro to Participate in J.P. Morgan Global Technology, Media and Communications Conference

Beese Fulmer Increases Disney Stake by Over 100% in Q4; Analysts Raise Price Targets on Earnings Beat

Abacus Wealth Partners Invests $1.23M in Cigna Q4 as Earnings Beat Expectations

Super Micro Computer Receives Average Rating of "Hold" from Analysts

Berkshire Hathaway Returns to Airline Industry, Adds Over $2.6 Billion Stake in Delta Air Lines

Super Micro Computer's stock rebounds from intraday volatility following strong earnings and outlook

Supermicro to Attend the Mizuho Technology Conference

Supermicro to Participate in the Bank of America Global Technology Conference

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

First Abu Dhabi Bank (FAB) has launched the Payit Universal Account, a mobile-based account aimed at enhancing financial inclusion in the UAE. This account allows individuals earning up to AED 5,000 to access essential banking services without a minimum balance. It supports local and international money transfers, bill payments, and salary disbursement, aligning with the Central Bank of the UAE’s financial inclusion initiative. The account is designed for secure, everyday use and is available in multiple languages, reinforcing FAB's commitment to expanding access to regulated financial services in the UAE.

Zawya

MSCI

London Stock Exchange Group plc

ZAWYA: FAB launches Payit Universal account to advance financial inclusion in the UAE

UAE developer Arada has secured a $100 million sustainability-linked Islamic loan from First Abu Dhabi Bank (FAB), guaranteed by Italy’s export credit agency SACE. This five-year financing aligns with Arada's green investment goals and will support general corporate purposes and future project development. Arada has raised over $1.5 billion in debt through sukuk issuances since 2022, with a recent $450 million raise in September.

ZAWYA: UAE developer Arada secures $100mln sustainability-linked Islamic loan with FAB

The Abu Dhabi Chamber of Commerce and Industry (ADCCI) has partnered with First Abu Dhabi Bank (FAB) to enhance the link between ESG maturity and sustainable finance. This collaboration aims to support businesses in aligning sustainability practices with market expectations and financing mechanisms. Under the Abu Dhabi Chamber Sustainability Label, FAB will act as the Strategic Sustainable Finance Partner, facilitating knowledge exchange and capacity building for Abu Dhabi-based companies. This initiative is part of the Chamber's mission to empower the private sector and contribute to the emirate's economic diversification.

ZAWYA: Abu Dhabi Chamber and FAB partner to strengthen link between ESG maturity and sustainable finance

KBWB

First Abu Dhabi Bank (FAB) has released its 2026 Transition Pathways Update, highlighting its commitment to sustainability and a low-carbon economy. The report indicates that FAB's sustainable finance activities avoided nearly 4 million tonnes of CO₂ emissions in 2025. Key initiatives include a 35% reduction in operational emissions intensity since 2019, mobilization of AED 114.4 billion for climate mitigation, and progress towards a target of AED 500 billion in sustainable finance by 2030. FAB is also integrating nature-related considerations into its financing and risk assessments, reinforcing its leadership in sustainable finance.

Invesco KBW Bank

SPDR S&P Bank Etf

VG Financial

Financial Select Sector SPDR Fund

SPDR S&P Region Bank

ZAWYA: FAB unveils net zero transition plan in 2026 transition pathways update

First Trust Multi Cap Value AlphaDEX Fund (NASDAQ:FAB) shares rose 0.3% to $97.40 during mid-day trading. The stock has a market cap of $136.36 million and a P/E ratio of 11.94. Recently, the fund announced a quarterly dividend of $0.3634 per share, yielding 1.5%. Institutional investors have increased their stakes in the fund, with notable acquisitions in the last quarter. Analysts currently rate the stock as a Hold, suggesting potential investors consider other options.

Market Beat

First Trust Multi Cap Value AlphaDEX Fund (NASDAQ:FAB) Shares Up 0.3%  - Should You Buy?

UAE banks show resilience as the US-Iran ceasefire boosts sentiment, according to Al Ramz Capital. Direct conflict-sensitive exposures in large banks are manageable at 23%-27% of gross loans. However, second-order risks, particularly in personal and retail mortgages, could arise if the conflict persists. FAB and ADCB are better positioned due to stronger public sector exposure, while ENBD, ADIB, and DIB face higher risks. Lending activity is expected to remain stable, but visibility into loan growth and earnings remains limited. Al Ramz maintains ratings on all large banks despite unchanged underlying earnings drivers.

iShares MSCI UAE Capp

ZAWYA: UAE banks resilient as ceasefire lifts sentiment, but earnings visibility remains limited

First Abu Dhabi Bank Misr (FABMISR) reported a net profit of EGP 16.7 billion for the fiscal year ending December 31, 2025, marking a 5% increase from the previous year after adjusting for FX impacts. Total assets rose by 17% to EGP 484 billion, with net loans increasing by 30% to EGP 184 billion. Customer deposits grew by 29% to EGP 334 billion, and net fee income reached EGP 3 billion, up 21% year-on-year. FABMISR continues to support the Egyptian economy through financing key sectors and enhancing customer trust with innovative banking solutions.

ZAWYA-PRESSR: FABMISR achieves net profit EGP 16.7bln by the end of 2025

First Abu Dhabi Bank (FAB) has released a supplement to its base prospectus dated December 18, 2025, regarding its trust certificate issuance program. The supplement, dated January 28, 2026, is part of a program for issuing up to $5 billion in trust certificates. The documents will be available on FAB's Investor Relations website for further details.

London Stock Exchange

REG - First Abu Dhabi Bnk - First Abu Dhabi Bank Sukuk US$5bn First Supplement

Rumor: Micron Technology is seeking to buy a new 12-inch fab from Powerchip (PSMC) in central Taiwan to boost output amid a memory chip shortage, media report, adding PSMC said it is in talks with several firms for a buyout or strategic partnership at the new fab, but will continue with its own built-out plans until a deal is confirmed. 1/2 $Micron Tech(MU.US) $HXSCL $SSNLF #semiconductors #semiconductorSource: Dan Nystedt

TSMC’s first 2nm fab in Hsinchu (BaoShan) has been recognized for the best Christmas decorations this year, but no one - not even employees – are allowed to take photos due to strict security at the fab, media report, which has photos from other TSMC fabs across Taiwan: light shows, decorations, and a nearly 50ft (15m) tall Christmas tree. The decorations will soon be taken down. $Taiwan Semiconductor(TSM.US)Source: Dan Nystedt

This is important. Intel indicates its foundry breakeven date could be pushed beyond prior exiting '27. This is to account for incremental expenses to support 14A customer. Sees winning an external customer in the next 6-12 months critical. 18A initial wafers expensive as they use an R&amp;D fab but once they shift to Fab 52 Intel should see better margins. 18A yields are improving at a rate of 7% per month. Intel is still not where it wants to be when it comes to yields.Source: Sravan Kundojjala

TSMC will break ground on its first 1.4nm (14 Angstrom) fab in Taichung, Taiwan by end-2025, with mass production in the 2nd half-2028, media report, noting the A14 process will be developed at TSMC’s R&amp;D fab in Hsinchu (BaoShan) Fab 20. The Taichung fab, Fab 25, has already started recruiting, and construction permits for 3-buildings were issued at end-August. 1/2 $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) #semiconductorsSource: Dan Nystedt

First Trust Multi Cap Value Alpha(FAB.US)

ZAWYA: FAB launches Payit Universal account to advance financial inclusion in the UAE

ZAWYA: UAE developer Arada secures $100mln sustainability-linked Islamic loan with FAB

ZAWYA: Abu Dhabi Chamber and FAB partner to strengthen link between ESG maturity and sustainable finance

ZAWYA: FAB unveils net zero transition plan in 2026 transition pathways update

First Trust Multi Cap Value AlphaDEX Fund (NASDAQ:FAB) Shares Up 0.3% - Should You Buy?