This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the […]
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Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10%
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the
Wall Street Tests Whether the Turnaround Can Outrun Weak Demand Ahead of Q1 Results
NIKE, Inc. (NYSE:NKE) heads into its October 1 fiscal 2027 first-quarter report with Wall Street focused less on whether revenue
Wedbush Goes Old School with Analog Economy ETF
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What Asset Managers Want in Indie ETF Shops
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Goldman Leads Bidding for $37 Billion Palmer Square, a CLO Powerhouse
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Sports Betting Looks for a Parlay Into Funds
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