Lumentum CEO: Sold Through to 2027, Demand Surges
Lumentum says its backlog extends through 2027, signaling a sustained AI-driven demand boom for optical components. N...
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24,445 articlesLumentum says its backlog extends through 2027, signaling a sustained AI-driven demand boom for optical components. N...
Decades of secrecy around cutting-edge defense programs are giving way to public scrutiny and market reassessment. In...
Freddie Mac data show mortgage rates climbed to their highest level in almost four months, pushing the 30-year loan t...
Lawmakers face a looming funding gap in Social Security, with projections of trust fund depletion by the early 2030s....
Braze stock surged today as the marketing-tech player highlighted AI-driven growth and stronger customer engagement m...
ADP’s April payrolls show the private sector added 109,000 jobs, surpassing forecasts and painting a picture of a res...
As custom AI chips gain traction, investors wonder if amazon alphabet's custom chips can rival Nvidia. This article b...
Microsoft rolled out an AI-powered Bing in limited beta, blending OpenAI technology with its own data. The move aims ...
A new market dynamic is taking hold: memory pricing and capex discipline are steering the current semiconductor upcyc...
A new DRAM-focused ETF has surged on AI memory hype but remains heavily concentrated in three producers, raising ques...
A new energy setback from the Iran conflict is reverberating worldwide. Global flows are disrupted, prices move, and ...
Aging workers and slower inflows of young talent are driving a new 'great mismatch' in the labor market, according to...