FN

Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?

FN's 12.5% YTD slide reflects customer concentration, margin pressure and high spending, even as AI data-center demand fuels growth.

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.

Aurora Innovation Targets 30,000 Driverless Trucks, $5B Revenue by 2030

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

AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?

Applied Optoelectronics faces supply constraints despite surging 800G demand, while FN's broad AI data-center growth and capacity expansion strengthen its position.

FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?

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

Supply Constraints Weighed on Fabrinet (FN)

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 […]

3 US AI Infrastructure Stocks Worth Watching as Data Center Spending Builds

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...

CORRECTION: TE Connectivity Ticker Is 'TEL'