Back to top

emerging-markets: Archive

Shreya Majumder

How is BB Leveraging Its Profitable Portfolio to Reward Shareholders?

BlackBerry is monetizing patents, growing profitable software units and buying back shares while investing in QNX and targeting positive cash flow.

PANWPositive Net Change BBNegative Net Change CRWDNegative Net Change

Mark Vickery

PPI Inflation +6.5% YoY: More Questions than Answers

New wholesale inflation numbers have reached their highest levels since March and November of 2022, respectively.

UBERNegative Net Change DASHNegative Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACNegative Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change

Shreya Majumder

NBIS Commits 1.7B Euros to Strengthen the UK's AI Infrastructure Ambitions

Nebius plans a 1.7B euro U.K. AI infrastructure expansion with new NVIDIA-powered deployments, targeting 65 MW capacity by 2027 and deeper AI cloud reach.

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Shreya Majumder

How Are Acquisitions Aiding ONTO to Broaden Its Technology Portfolio?

Onto is expanding through acquisitions and partnerships, adding X-ray, metrology and inspection technologies to boost growth and future revenues.

KLACNegative Net Change AMATPositive Net Change ONTOPositive Net Change

Zacks Equity Research

CIEN Turns Supply Constraints Into Opportunity With Another Guidance Hike

Ciena posts 39% revenue growth and a $7.7B backlog as AI-driven networking demand boosts visibility and supports a higher fiscal 2026 outlook.

NOKPositive Net Change CSCONegative Net Change CIENPositive Net Change

Zacks Equity Research

CIEN Q2 Earnings Beat on AI-Led Networking Demand, FY26 View Elevated

Ciena posts record Q2 revenues and a 290% earnings surge as AI-driven network demand, cloud growth and optical networking adoption accelerated.

CIENPositive Net Change GLWPositive Net Change NTGRPositive Net Change VIAVPositive Net Change

Zacks Equity Research

The Case for Holding MarketAxess Stock: What Investors Need to Know

MKTX is boosting growth with higher trading volumes, AI-driven platform upgrades and new partnerships despite rising costs and a 32% YTD slide.

OSGPositive Net Change THGPositive Net Change MKTXPositive Net Change PLGONo Net Change

Shreya Majumder

CRDO Bets on Optical Boom to Drive 80%+ Explosive Sales Growth in FY27

Credo rode fiscal 2026 revenue past $1.3B as AI networking demand surged. Can its expanding optical portfolio power another year of outsized growth?

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change

Shreya Majumder

Flex Upgrades AI Portfolio: Can it Capitalize on the Data Center Boom?

Flex unveiled AI data center power solutions at COMPUTEX 2026, including a 110 kW shelf for NVIDIA Vera Rubin systems and new power-management tech.

NVDAPositive Net Change JBLPositive Net Change FLEXNegative Net Change SANMPositive Net Change