CIEN rides AI-fueled network demand to record $1.43B in revenue, with backlog surging to $7B as optical growth accelerates future visibility.

MU rides on AI server demand as DRAM sales surge and HBM supply tightens, boosting pricing power and revenue growth outlook.

MU rides on AI server demand as DRAM sales surge and HBM supply tightens, boosting pricing power and revenue growth outlook.

Analog Devices is seeing AI data center demand emerge as a key growth driver, supported by rising needs in power management and optical connectivity.

CIEN rides surging AI-driven demand for optical networking, but how does it stack up against ANET in the race to capture booming data center growth?

NVDA's data center revenues surge 75% YoY and reach a record high of $62.31B. Will AI demand, Blackwell chips and hyperscaler spending sustain the...

CRDO rides surging AEC demand and AI interconnect expansion, with revenue ramping fast, but customer concentration and margin swings keep risks in...

SNPS rides on AI-driven demand as Design Automation revenues surge 96%, with AI tools boosting chip design speed and expanding growth opportunities.

SNDK's data center surge, fueled by AI-driven SSD demand, is reshaping its revenue mix and boosting growth visibility as momentum builds.

Astera Labs rides on surging AI infrastructure demand as Scorpio, Aries, and Taurus drive growth, with hyperscaler spending and new products shaping...