Actualités

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

nVent Electric heads into second-quarter earnings with strong AI data center demand, a record backlog and expectations for another earnings beat.

NVT surges 49.3% YTD on strong data center and power utility demand, with expanding capacity and record backlog supporting its long-term growth outlook.

Here is how Cass Information Systems (CASS) and Fabrinet (FN) have performed compared to their sector so far this year.

Vishay (VPG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Microchip edges past Fabrinet as AI data-center wins and a coming 3nm PCIe Gen6 switch offset its pricier valuation.

LightPath is up 503% in a year as defense programs, BlackDiamond glass and the G5 Infrared deal lift backlog and revenue momentum.

Genpact delivers business process and IT services to global enterprises, with a diversified client base across multiple industries.

Fabrinet's Q3 FY26 blowout and upbeat Q4 outlook outshine Applied Optoelectronics' margin-hit loss in this post-earnings faceoff.

Fabrinet posts record Q3 FY2026 revenues as Optical Communications powers big earnings growth, despite datacom supply constraints and new program ramps.

FN tops Q3 EPS and revenue estimates as telecom and HPC surge: Q4 outlook lifts optimism despite a premium valuation.

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.