Jim Cramer Says Microchip Is Near A Bottom — 'I Don't See It Yet' — While Nebius Is 'Not Done Going Down'

Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?

Lumentum Holdings is expanding its optical connectivity solutions for AI data centers, planning to demonstrate an eight-wavelength DWDM ELSFP module at ECOC 2026 for co-packaged optics (CPO) and near-packaged optics (NPO) architectures. The company expects ultra-high-power laser chip demand to ramp in 2H 2027 and is expanding manufacturing capacity across Japan and the U.S. However, it faces intensifying competition from Marvell Technology and Applied Optoelectronics in the CPO/NPO market.

GlobalFoundries And Marvell Technology Expand Multi-Year Agreement To Increase Capacity For GFS's Silicon Germanium Technology At Its Burlington, Vermont, Facility To Support Demand For Optical Connectivity

Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data

Shares of fiber optic connectivity companies are trading higher. Ciena announced three-year targets to 2029 of sales CAGR of approximately 30%, adjusted gross margin of approximately 50%; adjusted operating margin of 32% to 35% and free cash flow margins of approximately 20%.

8-K filing — APPLIED OPTOELECTRONICS, INC. (AAOI)

Filed: 2026-09-15 AccNo: 0001683168-26-007160 Size: 278 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

Shares of consumer staples companies are trading higher as surging oil prices due to military strikes in Saudi Arabia, Yemen and the Strait of Hormuz helped push the U.S. 10-year yield to 5.00%. Investors may be seeking haven in stocks with better cash-generation profiles amid worries over elevated inflation and Fed interest rates.

ExlService Hldgs Q2 2026 Earnings Call: Complete Transcript

ExlService Hldgs (NASDAQ:EXLS) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by