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emerging-markets: Archive
CRDO Bets on Optical Boom to Drive 80%+ Explosive Sales Growth in FY27
by Shreya Majumder
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 CRDONegative Net Change
artificial-intelligence cloud-computing communications emerging-markets semiconductor tech-stocks
Flex Upgrades AI Portfolio: Can it Capitalize on the Data Center Boom?
by Shreya Majumder
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.
NVDANegative Net Change JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change
artificial-intelligence cloud-computing communications computers electric-vehicles emerging-markets medical semiconductor tech-stocks
Rubin Validation Sparks 14% Rally in CRWV: What's Ahead for the Stock?
by Shreya Majumder
CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.
AMZNNegative Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
Jobs & Inflation During the Iran Conflict: Global Week Ahead
by John Blank
For European Central Bank policymakers, the key question is how far higher energy prices are feeding into broader inflation.
MUNegative Net Change NVDANegative Net Change MPCPositive Net Change LNVGYNegative Net Change TPRNegative Net Change
emerging-markets finance oil-energy staffing
ONDS Wins $110M in Q2 Orders: Can Its Defense Strategy Pay Off?
by Shreya Majumder
Ondas topped $110M in quarter-to-date orders and added $30M+ in May, as rising backlog and diversified defense programs fuel growth.
ONDSNegative Net Change DPRONegative Net Change UMACNegative Net Change
aerospace business-services communications emerging-markets robotics tech-stocks
Will Autonomous Agent Growth Accelerate CRWV's Data Center Utilization?
by Shreya Majumder
CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems
MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing emerging-markets internet tech-stocks
Can Proliferating WaveLogic 6 Adoption Fuel Ciena's Top Line?
by Shreya Majumder
CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.
NOKPositive Net Change CIENNegative Net Change ANETNegative Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets internet tech-stocks
Can Post-Quantum Cryptography Give WDC an Edge in AI Data Security?
by Shreya Majumder
Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.
WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change
artificial-intelligence business-services cloud-computing cryptocurrency emerging-markets tech-stocks
Can Structural Growth & Durable Demand Fuel the Next Rally in Seagate?
by Shreya Majumder
STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.
WDCPositive Net Change STXPositive Net Change MUNegative Net Change
artificial-intelligence business-services cloud-computing computers emerging-markets tech-stocks
Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?
by Shreya Majumder
Onto Innovation's Dragonfly G5 and Atlas G6 are gaining AI chip traction, with HBM deals and advanced-node growth fueling momentum in 2026.
KLACPositive Net Change AMATPositive Net Change ONTOPositive Net Change
artificial-intelligence emerging-markets semiconductor tech-stocks