This article first appeared on GuruFocus. Credo Technologies (NASDAQ:CRDO) shares climbed more than 10% on Thursday, while Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) fell 2% and 3%, respectively, ...

Shares of optics maker Corning are tumbling Thursday, likely in response to comments from well-respected Broadcom CEO Hock Tan on the chipmaker's earnings call the prior evening. But the market ...

Broadcom (AVGO) weighed in on the debate between co-packaged optics and copper-based interconnects for larger-scale processor racks and has firmly planted its weight behind copper—for now. Tan said ...

Shares of Corning, the glass and fiber maker, fell nearly 7% Thursday after Broadcom’s CEO talked down the near-term potential of optical networking at artificial-intelligence data centers. The ...

Knobs are ubiquitous in technology user interfaces, but touchscreens are increasingly replacing them for interface controls. The latest project from [upir] combines a rotating knob with a touchscreen ...

Investors have moved on to other AI plays, an analyst says. That presents an opportunity to get Nvidia's stock at a discount. Nvidia reports its fourth-quarter earnings results on Wednesday. Nvidia's ...

Amid a more than six-month consolidation among major AI infrastructure players like Nvidia (NVDA) and Broadcom, leadership within the broader ecosystem has begun to rotate toward smaller, specialized ...

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue. The Wall ...

Marvell (MRVL) stock is down almost 8% year to date, at the time of writing, Tuesday afternoon, March 3, according to Yahoo Finance. Marvell’s stock downward trend started a few days after the release ...