Notícias

Aurora Innovation (NASDAQ:AUR) used its 2026 Analyst and Investor Day to outline plans to expand its driverless trucking operations, scale hardware production and pursue an asset-light Driver-as-a-Service model aimed at supporting more than 30,000 trucks by 2030. Co-founder and CEO Chris Urmson sai

Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...

This under-the-radar industrial technology stock boasts a Superscore of 88 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.

COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.

Fabrinet (FN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead of downgrades. Something about this setup does not add up, and the answer changes how you read every AI optics name right now.

nVent Electric's strong data center and power utility demand, rising earnings estimates and capacity expansion support the case to buy despite its premium valuation.

COHR's 79% datacenter mix, capacity expansion and rising margins are fueling growth, but hyperscaler spending and execution remain key risks.

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Fabrinet has delivered a very strong 311.7% share price gain over the past 5 years, yet current checks suggest the stock now sits close to its intrinsic value estimate while earnings based multiples still point to some undervaluation. The result is a mixed read on where value now lies for investors trying to weigh the recent run against today’s price. Over 5 years, Fabrinet has returned 311.7%, which puts extra focus on whether the current price still leaves enough potential reward for the...

Fabrinet guidance and recent earnings set the stage Fabrinet (FN) recently issued earnings guidance for the first fiscal quarter ending September 25, 2026, alongside reporting fourth quarter results. This gives investors fresh data points to reassess the stock after recent share price pressure. Fabrinet’s recent earnings beat and fresh revenue guidance have arrived after a sharp pullback, with the share price down 33.85% over 90 days and 3.78% over 30 days. However, the 1 year total...

AXTI's expanding InP supply agreements, backed by customer deposits and commitments through 2031, improve shipment visibility and could support revenue growth.

The mean of analysts' price targets for Fabrinet (FN) points to a 64.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The company bought back nothing in its June quarter, and where that cash is going instead is the real case for the shares.

Data center revenue hit $669 million as demand for optical products surged.

Fabrinet delivered record results and strong guidance, but concerns over Nvidia sales sent FN stock tumbling and may have created an opportunity.

Navitas stock is now down 59% from the peak it hit earlier this year.

Fabrinet trounced earnings expectations, but hopes for an even bigger beat and other macroeconomic factors weighed on shares.

COHR's valuation leaves little room for missteps, even as expected growth could sharply lower earnings and EBITDA multiples.

Fabrinet (NYSE:FN) executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities. Speaking at

Fabrinet (NYSE:FN) delivered record fiscal fourth-quarter revenue of $1.316 billion, up 45% from a year earlier, and non-GAAP EPS of $4.10. Both topped consensus estimates of approximately $1.27 billion and $3.81, respectively. Fabrinet (NYSE:FN) then guided fiscal first-quarter revenue to $1.375 billion to $1.425 billion and non-GAAP EPS to $4.10 to $4.25, also above consensus. […]

Markets turned south again Wednesday as surging yields and geopolitical fears rattled investors, but Wall Street analysts spotted opportunity and danger in names like Baidu, Klarna, Honeywell Aerospace, and Dollar Tree that traders need to see before the open.

The Morning Bull - US Market Morning Update Wednesday, Aug, 19 2026 US stock futures are pointing lower this morning, with S&P 500 contracts down around 0.5% and Nasdaq 100 futures weaker by more than 1%. The key driver is a global rise in government bond yields, including the US 10 year moving toward the 4.7% to 4.75% range, which means borrowing money is getting more expensive again for households and companies. At the same time, commodity futures are firmer, with a broad index up about...

Fabrinet recently reported record fiscal fourth-quarter 2026 results, with revenue rising to US$1.32 billion and GAAP diluted EPS reaching US$3.83, and issued first-quarter 2027 guidance calling for US$1.38 billion–US$1.43 billion in revenue and US$3.39–US$3.54 in GAAP EPS. Management’s emphasis on surging data center interconnect demand, capacity expansion toward long-term multibillion-dollar revenue potential, and the free-cash-flow impact of heavy capital spending gives fresh context to...

Fabrinet just served up strong quarterly results. So why did the stock get crushed?

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

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