Disney executives detailed a robust start to fiscal 2026, driven by record-breaking animated films, a return to streaming profitability, and major investments in theme parks and AI-powered content. The company signals confidence across its interconnected portfolio.
As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.
While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.
Applied Optoelectronics (AAOI) has secured a significant order for its high-speed 800G optical transceivers from a key hyperscale client, coinciding with a strategic expansion of its Texas manufacturing facility to meet surging AI data center demand.
A sharp selloff in silver has reignited concerns over interconnected market risks, validating recent warnings from prominent investors about collateral-driven feedback loops between digital and physical assets.
RBC Capital reaffirms its Outperform rating on Marvell Technology, maintaining a $105 price target. The firm highlights the strategic value of the Celestial AI acquisition and potential integration with Amazon's AI chip roadmap, despite near-term financial headwinds.
Following the landmark SpaceX-xAI merger, Wall Street and industry observers are increasingly asking if Tesla is the next piece to fall into place within Elon Musk's interconnected corporate universe, despite significant shareholder and logistical hurdles.
Lumentum Holdings Inc. (LITE) posted a blockbuster fiscal second quarter, with revenue soaring over 65% year-over-year to a record $665.5 million. Driven by surging demand for AI and cloud infrastructure, the company sees no slowdown, forecasting another all-time high next quarter.
Lam Research and French research institute CEA-Leti have signed a multi-year pact to co-develop advanced materials and fabrication processes for next-generation specialty semiconductors, targeting applications from 3D sensing to quantum optics.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
In a detailed webinar, NVIDIA's networking chief outlined how co-packaged optics technology is critical for scaling next-generation AI supercomputers, promising significant power savings and improved reliability for massive GPU clusters.
Elon Musk's sprawling empire of companies is increasingly operating as an interconnected ecosystem, with billions in cross-investments, shared technology, and personnel moves blurring traditional corporate boundaries and raising questions about the future of 'Elon Inc.'
Fabrinet's Q2 2026 earnings reveal a historic quarter, with revenue hitting $1.13B driven by explosive growth in high-performance computing and telecom. The company signals sustained momentum with aggressive capacity expansion.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
At the annual J.P. Morgan Healthcare Conference, industry leaders grappled with a transformative agenda: navigating a looming patent cliff, geopolitical shifts, and a recalibrated M&A landscape, all while betting big on AI and obesity therapeutics.
Coherent Corp. posted strong quarterly results and guidance, fueled by surging demand for its photonics components from AI data centers. Despite the robust performance, the stock dipped as the market weighed aggressive capacity expansion against long-term industry dynamics.
As global demand for data center capacity shows no signs of slowing, investors are scrutinizing the foundational players. We examine the strategic positions of Nvidia, Broadcom, and Micron Technology in the high-stakes race to build tomorrow's AI backbone.
A significant upward revision in Corning's fair value estimate, coupled with strategic new agreements, is reshaping the market's view of the specialty glass maker's long-term trajectory.
A sharp selloff in global technology stocks, fueled by concerns over AI investment sustainability and earnings, has spilled over into cryptocurrency markets, dragging Bitcoin below a key support level and triggering significant liquidations.
Amidst a tentative market recovery, investors are broadening their horizons beyond established giants. We examine three European small-cap companies—spanning biotech, online gaming, and retail—that are capturing attention for their potential, while navigating the high-risk, high-reward landscape typical of their market segment.
