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emerging-markets: Archive

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.

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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.

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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.

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