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emerging-markets: Archive

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.

KLACPositive 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 CSCOPositive Net Change CIENNegative 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.

CIENNegative 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.

OSGNegative Net Change THGNegative 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 AVGOPositive 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 JBLPositive 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.

AMZNNegative Net Change NVDAPositive Net Change NBISNegative Net Change CRWVPositive 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.

MUPositive 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 UMACNegative 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 NBISNegative Net Change CRWVPositive Net Change