AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.
Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs Ciena Corp (
NYSE: CIEN ) reported Q2 financial results, beating revenue estimates but missing EPS. Analysts have mixed ratings and lowered price targets.
Lumentum Stock Jumps After The Close On Rosier Outlook Lumentum Holdings shares are rising in extended trading Tuesday after the company updated its guidance for the current quarter ahead of a scheduled presentation this week.
Apple's India Game Plan Looks Smarter As Tariff Heat Rises - Analyst Highlights 4 Stocks That Could Benefit Apple's smartest move amidst tariff pressure is to invest in India for assembly & US component suppliers. A fully US-made iPhone is not feasible.
Nvidia H20 Chip Ban Could Lead To 'Manageable' Sales Drop, Bank Of America Says Shares of Nvidia tumbled on Wednesday after fresh U.S. export curbs on AI chips to China rattled the market
Rising Tide Of AI Is So Strong That Semiconductor Optical Industry Projects $30 Billion Total Addressable Market By 2029 Analyst Vivek Arya met with optical and networking component vendors at OFC conference. Optical innovations drive growth, CPO not a major concern.
Trump Tariffs Hit Computer Networking, Cybersecurity, Fiber-Optic Gear Makers The Trump tariffs fallout sent down shares of Arista Networking, Coherent, Fortinet, Cisco, HPE and many other tech stocks.
Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat.
Coherent, Lumentum Stocks Gain On Silicon Photonics Partnership With Nvidia: Retail Sentiment Edges Up Nvidia’s Spectrum-X Photonics and Quantum-X Photonics networking switches use high-power, high-efficiency lasers to reduce power consumption and make the system more resilient.
