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Teradyne’s AI Test And Robotics Push Fuels Debate On Rich Valuation
Teradyne, NasdaqGS:TER, has formed a joint venture with MultiLane to develop high speed test solutions for AI data centers. The company is also reporting significant growth in its Robotics segment tied to AI use in e commerce and logistics. These moves highlight Teradyne's broader role in AI infrastructure and automation markets. For investors watching AI infrastructure, Teradyne sits at an interesting crossroads, with chip testing on one side and automation on the other. The stock last... Feb 17, 2026 - $TER
Advanced Packaging Is Bringing Sexy Back To AI Investing
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026. Recently, the two discussed an area of AI that might not scream “sexy” but still provides a tremendous opportunity for investors – advanced packaging. ... Advanced Packaging Is Bringing Sexy Back To AI Investing Feb 16, 2026 - $TER
Why Teradyne (TER) Is Up 19.5% After AI-Driven Beat, Strong Guidance And New Data Center JV
In early February 2026, Teradyne reported that fourth quarter 2025 sales rose to US$1,083.34 million with higher net income, issued first quarter 2026 guidance for revenue of US$1.15 billion to US$1.25 billion and GAAP EPS of US$1.82 to US$2.19, and announced a new AI data center–focused test joint venture with MultiLane. A key insight is that Teradyne now attributes more than 60% of its quarterly revenue to AI-related demand, underscoring how central semiconductor and robotics testing for... Feb 12, 2026 - $TER
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