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emerging-markets: Archive

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 FLEXPositive Net Change SANMPositive 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.

AMZNNegative 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 MPCPositive Net Change LNVGYPositive 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.

ONDSNegative 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

MSFTNegative 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.

NOKPositive Net Change CIENPositive Net Change ANETPositive 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.

WDCPositive Net Change STXPositive Net Change SNDKNegative Net Change

Shreya Majumder

Can Structural Growth & Durable Demand Fuel the Next Rally in Seagate?

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

Shreya Majumder

Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?

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

Andrew Rocco

The $10 Trillion Summit: Trump, CEO Delegation to Land in Beijing

Wall Street will be closely watching the high-stakes negotiations unfold in Beijing over the next 48 hours.

BANegative Net Change GSPositive Net Change CPositive Net Change GENegative Net Change BXPositive Net Change QCOMPositive Net Change AAPLPositive Net Change BLKPositive Net Change NVDAPositive Net Change TSLAPositive Net Change