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Klarna Group (KLAR) shares slumped 22% after the company cut its 2026 revenue outlook in Q2 results

A 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?

A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.

FN's Q4 earnings and revenues beat estimates as data center sales surge 68%, with DCI topping a $1 billion annualized run rate.

Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.

Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.

Fabrinet stock declines after the company posts solid earnings on robust data-center demand. Wall Street sees a few blemishes.

Investors are ditching chip makers and other AI stocks that had helped keep the market afloat on Monday.

Fabrinet (NYSE:FN) shares fell 8. 6% in pre-market trading on Tuesday as investors looked beyond stronger-than-expected fiscal fourth-quarter 2026 revenue and earnings and focused instead on weaker margins, negative free cash flow and a softer near-term profit outlook.

Fabrinet (FN) posts record Q4 revenue of $1.316 billion, up 45% year-over-year, with data center revenue surging 68% and strong Q1 guidance.

Moby summary of Fabrinet's Q4 2026 earnings call

Fabrinet (NYSE:FN) reported record fourth-quarter results for fiscal 2026, with revenue rising 45% year over year to $1.316 billion and non-GAAP earnings per share reaching $4.10, above the company’s guidance range. The fiscal fourth quarter ended June 26, 2026. For the full fiscal year, revenue in

Fabrinet (FN) delivered earnings and revenue surprises of +6.49% and +2.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Dow Jones Futures: President Trump's U.S.-Iran comments sparked market losses Monday as oil prices jumped. Elon Musk-led SpaceX rallied.

Fabrinet is set to report Q4 results on Aug. 17, with strong Telecom and DCI demand offset by persistent supply constraints.

The provider of advanced optical manufacturing services reported a notable insider sale as shares soared 58% over the past 12 months.

Fabrinet (FN) drew fresh attention after announcing that its management will speak at the Rosenblatt 6th Annual Age of AI Technology Summit on August 18, 2026, with investors able to access a live webcast. See our latest analysis for Fabrinet. The recent announcement around Fabrinet's appearance at the AI summit comes as momentum in the stock has picked up again, with a 1 month share price return of 20.49% and a year to date share price return of 19.29%. The 1 year total shareholder return of...

OSI (OSIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.

Fabrinet stock has delivered a very strong run over the last few years, yet the valuation checks now lean expensive, which raises questions about how much upside is left at the current share price. Fabrinet has returned about 479.0% over the past 5 years, which is a very large gain that can leave new buyers with less margin for error if expectations slip. Future revenue and profit growth expectations may support the current price, while any setback in execution or margins could quickly put...

Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated wager can hold up when hyperscaler capex turns.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

Fabrinet (FN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Celestica's earnings outlook is climbing faster than its revenue outlook, and the operating leverage behind that gap, built on design-led, higher-value work, is what could carry the stock higher.

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.

TTM (TTMI) delivered earnings and revenue surprises of +7.61% and +4.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Its recent strength stands out, yet most of what you would be buying is a return stream that swings far harder than the U.S. market you already own.

COHR is benefiting from the AI infrastructure boom as rising demand for optical networking strengthens its growth outlook despite valuation concerns.

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