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Zacks Equity Research

Can Arista's Latest XPO Optical Modules for AI Networks Drive Growth?

ANET unveils liquid-cooled XPO optical modules delivering 12.8 Tbps each, boosting rack capacity 4x for AI data centers needing extreme bandwidth and efficiency.

CSCOPositive Net Change NVDANegative Net Change ANETNegative Net Change LITEPositive Net Change

Arijit Sarkar

Corning Expands AI Data Center Portfolio: Will it Drive Growth?

GLW licenses PRIZM TMT ferrule tech from US Conec, boosting high-density optical connectivity to support growing AI data center networks.

CIENPositive Net Change APHPositive Net Change GLWNegative Net Change

Supriyo Bose

HubSpot vs. Intel: Which AI-Linked Tech Stock is the Better Bet Now?

HUBS deepens its AI push with Clearbit data and Frame AI integration while rising estimates and a cheaper valuation give it an edge over INTC.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change HUBSPositive Net Change

Zacks Equity Research

Can Celestica's Expertise in Powering 5G Drive Future Growth?

CLS is emerging as a key partner in 5G rollouts, offering EMS, PCBA and supply chain expertise while developing 800G and 1.6T platforms for next-gen telecom networks.

JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Supriyo Bose

Should You Bet on CLS Stock Amid Rising Estimate Revision Trend?

Rising earnings estimates, AI-driven data center demand and new networking and storage launches position Celestica for continued growth after a more than 200% surge.

JBLNegative Net Change FLEXPositive Net Change CLSNegative Net Change

Supriyo Bose

Sanmina Benefits From AI Focus: Should You Join the Bandwagon?

SANM doubles down on AI infrastructure with the ZT Systems buyout and hyperscaler ties, aiming to capture booming data-center demand despite competition and tariff pressures.

AMDNegative Net Change JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change