Cisco sees record results from an AI ‘supercycle,’ but its stock pulls back
An 18% revenue surge and blowout 2027 forecast weren’t enough to sustain Cisco’s stock momentum.
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Lumentum’s stock surges, giving a further boost to the optical-networking trade
Excitement is building for Coherent’s earnings report after upbeat results from Lumentum.
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SpaceX’s stock is getting a Grok-fueled boost
The company is best known for rocket launches but has big revenue goals for its AI business.
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CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike
CoreWeave is broadening its customer base and benefiting from upbeat pricing dynamics, analysts say.
Super Micro’s earnings report brings more good news, and the stock is climbing
The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as well.
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