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Zacks News
The Zacks Analyst Blog Highlights NVDA, LYTE, LAZR and EUV
by Zacks Equity Research
Optical connectivity is emerging as AI's next hardware bottleneck, spotlighting LYTE, LAZR and EUV as photonics demand surges.
Beyond Nvidia: Buy These ETFs to Capture AI's Optical Boom
by Aparajita Dutta
Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.
Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus
by Sanghamitra Saha
Photonics is emerging as a critical AI infrastructure theme. Here are two pure-play ETFs offering targeted exposure to the optical connectivity boom.
Photonics: The Next Big AI Investment Opportunity?
by Neena Mishra
As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.
How QUBT Leverages M&A to Accelerate Quantum Commercialization
by Sridatri Sarkar
Quantum Computing's $110M all-cash deal for Luminar Semiconductor adds photonic components and talent, strengthening its supply chain and speeding quantum commercialization.
What AEVA's New Auto Contract Means for Its Growth Outlook
by Nilanjan Choudhury
AEVA secures a Tier-1 deal with a major European automaker, positioning its 4D LiDAR as a global standard across models.
Luminar Technologies (LAZR) Upgraded to Buy: What Does It Mean for the Stock?
by Zacks Equity Research
Luminar Technologies (LAZR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AEVA's Daimler Collaboration Deepens as Production Nears
by Nilanjan Choudhury
AEVA advances its 4D LiDAR work with Daimler Truck as prototype testing wraps and production targets move into focus.
Zacks Industry Outlook Highlights Magna International, QuantumScape, Luminar and Volkswagen
by Zacks Equity Research
Magna International emerges as a standout in an auto-equipment industry bolstered by rising electronics demand and strengthening earnings outlooks.
3 Original Auto Equipment Stocks Navigating a Complex Market Landscape
by Lavina Shahu
MGA, QS and LAZR navigate mixed demand, new tariffs and rising electronics needs as the auto equipment landscape shifts.