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Credo Technology reported surging Q4 revenue up 157% year-over-year due to strong AI hyperscaler connectivity demand. Broadcom offers a comparatively safer, lower-multiple valuation in the networking…
Corning CEO Wendell Weeks stated tariffs minimally affect the company due to domestic production, with 90% of U.S. revenue produced locally. Key partners Apple, Nvidia, and Amazon benefit from this c…
Coherent (COHR) reports strong AI data center optical component demand, capacity expansion, and record order visibility through 2028, signaling robust AI infrastructure capex continuing across the se…
Corning's shares plunged after its Q3 sales guidance missed elevated estimates, despite strong Q2 results and AI segment growth. Key partnerships with Nvidia and Amazon for fiber infrastructure remai…