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A defense and IT contracting firm is surging after beating Q4 estimates, a quantum computing stock is soaring 23% ahead of a major AI conference, and a medical robotics company is rising on a breakthrough FDA clearance. Read on to find out more.

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What to Watch

Earnings:

Economic Reports:

Technology

SAIC Beats Q4 Expectations, Announces Higher-Than-Expected 2026 Guidance

Science Applications International Corporation (NASDAQ: SAIC) reported stronger-than-expected fourth-quarter results, driving its stock up 4% in premarket trading.

The technology integrator also provided an upbeat outlook for fiscal 2026, signaling continued momentum across its government-focused markets.

For the quarter ending January 31, SAIC posted adjusted earnings per share of $2.57, well above the analyst consensus of $2.08.

Revenue reached $1.84 billion, surpassing expectations of $1.81 billion and reflecting 5.8% organic growth year-over-year.

For the full fiscal year 2025, SAIC reported revenue of $7.48 billion, a 3.1% organic increase from the prior year. Adjusted EBITDA stood at $710 million, representing 9.5% of total revenue.

Looking ahead, SAIC expects fiscal 2026 revenue to range between $7.60 billion and $7.75 billion, exceeding the analyst consensus of $7.63 billion.

The company also projects adjusted earnings per share between $9.10 and $9.30, topping expectations of $8.85.

CEO Toni Townes-Whitley highlighted the company’s strong financial execution, noting that revenue, EBITDA, earnings per share, and free cash flow all exceeded forecasts.

Additionally, SAIC secured a $1.8 billion recompete contract, further strengthening its position in defense, space, civilian, and intelligence markets.

With a $20 billion backlog of submitted bids, SAIC is confident in its growth trajectory as it advances digital transformation initiatives for government clients.

AI

DeepSeek’s Impact Prompts Tech Firms to Ramp Up AI Spending by $500 Billion

Major technology companies are ramping up their artificial intelligence (AI) investments, with spending projected to exceed $500 billion by early next decade, according to a Bloomberg Intelligence report released today.

The shift is driven by advances in AI inference models, particularly from OpenAI and China’s DeepSeek.

Tech giants, including Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Meta (NASDAQ: META), are expected to allocate $371 billion toward AI-related data centers and computing resources in 2025, marking a 44% increase from the previous year.

By 2032, that figure is set to rise to $525 billion, a faster growth rate than initially forecasted.

Until now, AI investments have primarily focused on training large-scale models. However, companies are now pivoting toward inference—the process of running AI systems after they have been trained.

This transition has been accelerated by the emergence of new reasoning models from DeepSeek and OpenAI, which simulate human-like thought processes and require increased computational power.

DeepSeek’s ability to develop competitive AI models at a fraction of the cost of leading U.S. firms has sparked discussions about optimizing AI development spending.

While AI training investments may slow, the growing emphasis on inference computing is expected to fuel the next phase of AI expansion.

Bloomberg Intelligence analysts expect DeepSeek’s influence to push tech firms to accelerate their investments in inference, making it the fastest-growing segment in the generative AI market.

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Credit Technology

Qifu Technology’s Q4 Net Income Jumps, Shares Surge

Qifu Technology (NASDAQ: QFIN) reported strong fourth-quarter earnings, with non-GAAP net income rising significantly despite a slight dip in revenue.

The company’s stock is up 6% in premarket trade today.

For the quarter ending December 31, Qifu posted a non-GAAP net income of 13.66 Chinese renminbi ($1.87) per diluted American depositary share, a sharp increase from 7.14 renminbi ($0.99) a year earlier.

Earnings per share of the firm are 6.62 renminbi ($0.91), compared to 3.44 renminbi ($0.48) from the prior year period.

However, total revenue for the quarter is down slightly to 4.48 billion renminbi ($620 million) from 4.50 billion renminbi in the same period last year.

The result is still above the estimate of 4.25 billion renminbi, according to FactSet.

Looking ahead, Qifu Technology has provided guidance for the first quarter of 2025, projecting non-GAAP net income between 1.80 billion and 1.90 billion renminbi.

The Quify Technology board has approved a dividend of $0.35 per share.

Quantum Computing Inc. [QUBT] - Last Close: $7.09

Quantum Computing Inc. is a technology company focused on developing quantum-based solutions for real-world optimization and machine learning applications.

Its shares are surging 23% in premarket trading as investors anticipate increased attention on quantum computing ahead of Nvidia's GTC AI conference next week.

Nvidia CEO Jensen Huang is set to discuss the future of quantum computing alongside industry leaders, fueling optimism about the sector's growth potential.

Monogram Technologies Inc. [MGRM] - Last Close: $2.33

Monogram Technologies Inc. is an AI-driven robotics company that uses precision robotic-assisted technology in the field of orthopedic surgery.

Its shares are up 12% in premarket trading today after the company received FDA 510(k) clearance for its Monogram mBôs™ TKA System, a robotic-assisted knee replacement platform.

KULR Technology Group, Inc. [KULR] - Last Close: $1.45

KULR Technology Group, Inc., specializes in advanced thermal management and battery safety solutions for aerospace, defense, and electric vehicle industries.

Its shares are surging in early trade after announcing that a private U.S. space company has selected its M35A battery cells for spaceflight programs.

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Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club