Everything tagged "optical communications" across the TickerSpark archives.
Corning has shifted from a recovery story to an AI infrastructure growth story, led by surging optical communications demand. The stock looks solid but not cheap, so the report lands on Hold.
Fabrinet's AI-linked growth is real, but a 19.38% drop despite bullish headlines says the market is repricing risk, not merely celebrating demand. With two customers above 10% of revenue and a 10.0% operating margin, the premium leaves little room for execution misses.
Fabrinet posted record Q3 revenue and EPS as AI networking, data center interconnect, and HPC demand accelerated. The stock still looks constructive, but valuation is no longer cheap.
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