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Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]
A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]
KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
MaxLinear's growth story spans AI optics, 1.6T upgrades, fiber, Wi-Fi 7 and DOCSIS, but execution timing will shape revenue and cash generation.
A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.
MXL's operating momentum is improving, but a 411.7% year-to-date surge and premium valuation leave less room for execution missteps.
MXL's optics ramp and AI-linked demand strengthen its growth outlook, but uneven broadband trends and cash-flow pressure keep execution in focus.
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.
A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.
MACOM Technology Solutions Holdings has delivered a very strong share price run over the past five years, yet the stock now screens as expensive on broader valuation checks, which puts recent gains and the latest pullback under closer scrutiny for investors weighing what comes next. Over five years, MACOM Technology Solutions Holdings has returned about 4.2x an investor's initial stake, which places current valuation in a very different context to where the stock traded earlier in that...
MACOM Technology Solutions Holdings (MTSI) has been removed from several Russell value benchmarks, including the Russell 1000 Value and Russell 3000 Value indexes. This change puts the stock's recent valuation and investor sentiment firmly in focus. See our latest analysis for MACOM Technology Solutions Holdings. Following the index removals, MACOM Technology Solutions Holdings shares have recently pulled back, with a 7 day share price return of down 12.95% and a 30 day share price return of...
Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at MACOM (NASDAQ:MTSI) and its peers.
MXL heads into Q2 earnings results with strength across four end markets as AI data center, storage, broadband and 5G infrastructure demand builds.
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On June 8, 2026, MACOM introduced its hot via chip scale technology, a packaging process built on AlGaAs diode technology that eliminates traditional wire bonds. The product detail is technical, but the investor […]
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here. The fund returned -3.78% in the quarter compared to -2.81% for the Russell 2000 Growth Index. The fund’s long-term returns stay positive, but recent geopolitical shocks and AI […]
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the 10 Best Photonic Computing Stocks to Buy Now. On June 8, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) introduced a chip-scale “hot via” process built on AlGaAs diode technology. It replaced traditional wire bonding and copper pillar surface-mount methods to simplify assembly while improving signal integrity […]
Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.
MACOM Technology Solutions Holdings (MTSI) recently introduced new RF and optical components for satellite communications at IMS 2026 in Boston, drawing attention to how its technology focus lines up with the company’s current stock valuation debate. See our latest analysis for MACOM Technology Solutions Holdings. Those SATCOM launches come after a strong run in the stock, with MACOM’s share price delivering a 68.89% 3 month return and a 117.12% year to date return, contributing to a very...
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 83.8% and beaten the S&P 500 by 76.3 percentage points.
MXL has skyrocketed 353% YTD after a sharp 2025 drop, driven by optical data center momentum, strong Q1 results and a multi-year growth outlook.
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