Everything tagged "ai" across research, earnings, and macro.
17 articles
Lumentum’s latest selloff looks more like a breather after a massive rerating than proof the AI-optics story has cracked. The business just posted 90.1% quarterly revenue growth, expanding margins, and fresh index support, while the stock is still holding above its 50-day moving average.
Sprinklr is a slower-growth software name, but stronger profitability, robust free cash flow, and a cash-rich balance sheet make it a selective Buy. The key debate is whether improving renewals and AI traction can offset soft customer trends and margin pressure.
The market is no longer trading AI as one undifferentiated bubble. The bigger risk now is investors paying infrastructure-winner multiples for second-tier beneficiaries that still lack the margins, pricing power, or earnings conversion of the leaders.
Rambus looks like a real AI memory infrastructure winner, not a random momentum spike. Product growth, fresh HBM4E and server-memory launches, and elite margins make RMBS far more compelling than slower analog and handset-exposed names here.
Fabrinet’s latest move looks like a re-rating of a real AI optics winner, not a momentum fluke. Record quarterly revenue, a strong June-quarter guide, and explicit datacom ramp commentary give this rally fundamental backing.
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