Latest news with #OpticalFiberCommunicationsConference
Yahoo
04-04-2025
- Business
- Yahoo
Broadcom (NasdaqGS:AVGO) Unveils Cutting-Edge AI Technologies As Stock Dips 10% In Past Week
Broadcom recently expanded its product portfolio tailored for AI infrastructure at the Optical Fiber Communications Conference, unveiling pioneering technologies like the XPU-CPO and Sian3. Despite these advancements, the company's share price fell by about 10% over the last week. This decline occurred alongside a broader market downturn, as the Dow Jones dropped 4.1% and the Nasdaq Composite entered bear market territory, driven by heightened concerns over a global trade war following new tariffs. Chip stocks, including AVGO, were hit hard as these macroeconomic factors overshadowed individual company achievements. Be aware that Broadcom is showing 3 possible red flags in our investment analysis. AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Over the last five years, Broadcom's total shareholder return was very large, including a remarkable combination of share price appreciation and dividends, culminating in an impressive 588.07%. During this period, the company achieved significant milestones contributing to its long-term success. Key among these was a strategic push into AI and next-generation semiconductor technologies, as evidenced by expanding partnerships with hyperscale customers and developing technologies like the 2-nanometer AI XPU packaging. These initiatives positioned Broadcom favorably amidst evolving industry trends. Recent financial reports, such as the impressive Q1 FY2025 results demonstrating substantial revenue and net income growth, underscore the company's financial health. Partnerships like the one with Google Cloud to integrate VMware workloads have enhanced Broadcom's capabilities in AI and cloud services. Furthermore, consistent product innovation, including solutions aimed at AI/ML clusters, has fortified its market position. Indeed, Broadcom's performance over the past year also outpaced both the US Semiconductor industry and the broader market. Insights from our recent valuation report point to the potential overvaluation of Broadcom shares in the market. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:AVGO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
04-04-2025
- Business
- Yahoo
Why Lumentum Holdings Stock Leaped More Than 5% Skyward on Wednesday
Investors saw much to like with news coming from, and about, optical and laser technology specialist Lumentum Holdings (NASDAQ: LITE) on Wednesday. They bid the stock up by over 5% on the day, thanks in no small part to the company achieving a new speed benchmark and accompanying this with an update on the potential future of its business. Lumentum and its business partner Keysight Technologies announced that morning that they would together demonstrate their optical technology achieving a speed of 448 gigabytes per second. This was to take place at the annual Optical Fiber Communications Conference. According to the two companies, their collaboration in this tech "addresses the escalating bandwidth demands of artificial intelligence (AI) and machine learning (ML) applications." Such functionalities require considerable computing resources and wider "pipes" in order to transmit effectively. Meanwhile, the business side of Lumentum's operations also brought the bulls to the stock. Management updated its guidance, stating that it foresees $750 million in quarterly revenue, filtering down to a healthy operating margin of 20%. It also pointed out that it has a raft of next-generation optical and laser products coming out in the short- to mid-term future that should drive sales. Some investors have lately been somewhat skeptical about the promise of AI. However, there's a big chunk of the market that fervently believes the technology will power the fundamentals of the companies utilizing it, effectively harnessing its functionalities. I happen to be in the second camp, and as such I'm optimistic about the future of tech envelope-pushers like Lumentum. Before you buy stock in Lumentum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Lumentum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $675,119!* Now, it's worth noting Stock Advisor's total average return is 817% — a market-crushing outperformance compared to 163% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 1, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends Lumentum. The Motley Fool has a disclosure policy. Why Lumentum Holdings Stock Leaped More Than 5% Skyward on Wednesday was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
26-03-2025
- Business
- Yahoo
Nvidia's CPO Reveal Sets Stage for Wave of Optical Tech Announcements
J.P. Morgan expects more tech companies to announce co-packaged optics (CPO) plans following Nvidia's (NASDAQ:NVDA) reveal at GTC 2025. The bank is watching for new developments at the upcoming Optical Fiber Communications Conference, set to run from March 30 to April 3 in San Francisco. Warning! GuruFocus has detected 3 Warning Signs with NVDA. At GTC, Nvidia introduced a silicon photonics-based switch using CPO to support faster, short-range data links in AI data centers. CEO Jensen Huang said the company had developed the world's first 1.6 terabit per second CPO, using a micro ring resonator modulator and advanced TSMC (TSM) chip technology. J.P. Morgan analysts, led by Samik Chatterjee, noted in a client briefing that companies like Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL), and potentially Cisco (NASDAQ:CSCO) may follow Nvidia's lead with similar announcements or product demos at OFC. Suppliers involved in Nvidia's optical efforts include Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Corning (NYSE:GLW), and Fabrinet (NYSE:FN), which provide key components for its photonics infrastructure. Investors are focused on timelines for broader CPO adoption among major silicon vendors. This article first appeared on GuruFocus.
