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Ciena stock can get a nice shot in the arm following its quarterly report this week.
The global optical transceiver market is projected to experience robust growth, reaching $34.4 billion by 2031 with a compound annual growth rate of 14.3%. This expansion is primarily fueled by the escalating demand for high-bandwidth optical interconnects due to the proliferation of AI workloads and the rapid build-out of hyperscale data centers. As telecommunications operators and cloud providers upgrade their networks, the migration towards advanced optical connectivity, including 400G,...
Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.
↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
Broadcom has underperformed the semiconductor sector this year, but its fortunes could change following its quarterly report.
Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.
The CEO's forecast hasn't budged since June. The price the market puts on next year's earnings has dropped by about a quarter.
Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in AI chips.
Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely on what NVIDIA reports after the bell tonight.
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
A Broadcom Inc. (NASDAQ:AVGO)-backed financing vehicle is reportedly in talks to raise $70 billion to $80 billion in debt for a chip-financing deal that would support AI companies like Anthropic, CNBC’s David Faber confirmed on August 20, with Bloomberg separately reporting that the total arrangement could reach $100 billion once all pieces are counted. The […]
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Broadcom's stronger AI diversification and lower valuation give it an edge over AMD in risk-reward potential.
Wednesday's earnings must prove custom-chip agreements can become current revenue without sacrificing Broadcom's exceptional cash conversion.
Wall Street is looking to Broadcom for the next signal on whether AI spending can keep accelerating.
CNBC reported on August 21, 2026, that Broadcom Inc. (NASDAQ:AVGO) is in talks to raise $70 billion to $80 billion in debt for a chip financing deal supporting AI companies, including Anthropic. The senior tranche, repaid first, is expected to be around $45 billion, with a junior tranche around $35 billion, though the figures remain […]