Zacks18d agobearish
Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?VRT's AI infrastructure demand, margin gains, and upbeat outlook support growth, but execution risks, supply-chain volatility, and premium valuation remain risks.
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24/7 Wall St.32d agobearish
Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and AmphenolA record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
Zacks43d agobearish
QBTS Stock Falls on Wider-Than-Expected Q2 Loss and Revenue MissD-Wave Quantum shares fall 5.2% after a wider-than-expected Q2 loss and revenue miss, despite stronger bookings and commercial customer exposure.
Zacks43d agobearish
SMR Q2 Earnings Meet Estimates, Revenues Miss on RoPower TimingNuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.
Zacks110d agobearish
PLAB Q2 Earnings Miss on Delayed Semiconductor Design ReleasesPhotronics' Q2 FY26 EPS and revenue miss estimates as IC revenues fall on delayed chip design releases; gross margin shrinks, and Q3 guidance remains cautious.
Zacks115d agobearish
BOX Q1 Earnings Surpass Estimates, Revenues Up Y/Y, Shares FallBox tops Q1 EPS and revenue estimates, boosts FY27 outlook and buybacks, yet shares slip as Suite and AI mix keeps rising.
Zacks124d agobearish
TCEHY Stock Declines 4% as Q1 Earnings and Revenues Miss EstimatesTencent shares slide after Q1 misses, though AI-led ad growth, gaming gains and rising cloud demand support revenue growth.
Zacks131d agobearish
Amphenol Drops 12% in a Month: Should You Buy the Stock on the Dip?APH slides 12.3% in a month, yet records $9.4B orders and AI demand rises as CCS debt and integration risks mount.
Zacks134d agobearish
NuScale Power Shares Dip 5% as Q1 Earnings Miss, Revenues Fall Y/YSMR shares fall 5% after Q1 earnings and revenues miss expectations as RoPower-related activity declines and operating expenses climb.