'Trump administration drafting ban on Chinese data center devices, sources say' - Reuters Exclusive

Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Applied Digital jumped 9.8% after adding 75 MW of AI capacity, while numerous tech stocks posted gains.

Shares of fiber optic connectivity companies are trading higher amid catalysts that include OpenAI's recurring revenue run rate nearing $70 billion, Anthropic's reported $84.5 billion compute deal with SpaceX, and AMD's deal to buy World Labs for $8.2 billion, which may help buttress demand confidence for the sector.

This AI Stock Is Trading Near Record Highs. Is It Too Late to Buy?

Amphenol, a maker of connectors and cables for AI infrastructure, is trading near all-time highs with strong fundamentals. Despite a 311.6% three-year gain, the company's Q2 results show 55% sales growth, 67% EPS growth, and a healthy book-to-bill ratio of 1.23, suggesting continued momentum. While the stock has underperformed peers this year, recent quarterly trends favor Amphenol, and analysts suggest the next leg of growth may still be ahead.

This Ciena Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

Analysts initiated coverage: Buy on FORM ($200), NUVB ($12); Outperform on CIEN ($440); Neutral on EXPD ($180); Equal-Weight on SFD ($22).

Bernstein Initiates Coverage On Ciena with Outperform Rating, Announces Price Target of $440

Nike, Corteva, Mattel, Accenture and Coherent: Why These 5 Stocks Are on Investors' Radars Today

NKE, CTVA, MAT, ACN, COHR were among the stocks seen trending on Thursday, Oct. 1, 2026.