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emerging-markets: Archive

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.

CIENNegative Net Change GLWNegative Net Change NTGRNegative 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 MKTXNegative Net Change PLGOPositive 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?

MRVLPositive Net Change AVGONegative Net Change CRDOPositive 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 JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change

Shreya Majumder

Rubin Validation Sparks 14% Rally in CRWV: What's Ahead for the Stock?

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

AMZNPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change

John Blank

Jobs & Inflation During the Iran Conflict: Global Week Ahead

For European Central Bank policymakers, the key question is how far higher energy prices are feeding into broader inflation.

MUNegative Net Change NVDAPositive Net Change MPCNegative Net Change LNVGYNegative Net Change TPRPositive Net Change

Shreya Majumder

ONDS Wins $110M in Q2 Orders: Can Its Defense Strategy Pay Off?

Ondas topped $110M in quarter-to-date orders and added $30M+ in May, as rising backlog and diversified defense programs fuel growth.

ONDSPositive Net Change DPROPositive Net Change UMACPositive Net Change

Shreya Majumder

Will Autonomous Agent Growth Accelerate CRWV's Data Center Utilization?

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

MSFTPositive Net Change NBISPositive Net Change CRWVNegative Net Change

Shreya Majumder

Can Proliferating WaveLogic 6 Adoption Fuel Ciena's Top Line?

CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.

NOKNegative Net Change CIENNegative Net Change ANETNegative Net Change

Shreya Majumder

Can Post-Quantum Cryptography Give WDC an Edge in AI Data Security?

Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.

WDCNegative Net Change STXNegative Net Change SNDKNegative Net Change