Core Insights - Keysight Technologies, Inc. has launched the UALink 1.0 transmitter test solution, which is a dedicated compliance test tool for UALink devices [1] - The new test application facilitates high-speed validation in advanced computing and AI interconnect systems, automating essential electrical measurements to ensure signal integrity and compliance with standards at 200 Gb/s link speeds [1] - The UALink 1.0 technology was introduced in 2024, indicating a forward-looking approach in technology development [1]

Market Overview - Mid cap growth equities experienced modest gains in Q3, with the Russell Midcap Growth Index returning 2.8%, lagging behind the Russell Midcap Value Index at 6.2% and the Russell Midcap Index at 5.3% [3] - The U.S. Federal Reserve's rate cut in September contributed to easing monetary policy, benefiting rate-sensitive sectors and renewing interest in cyclical and innovation-led areas [3] Investor Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty and enabling companies to execute delayed strategic decisions [4] - Earnings estimates stabilized, particularly in technology and AI-related sectors, despite ongoing challenges in non-residential construction and discretionary segments [4] Portfolio Performance - The ClearBridge Mid Cap Growth Strategy outperformed its benchmark in Q3, driven by stock selection in IT, consumer staples, and healthcare sectors, while consumer discretionary and financials sectors slightly detracted from performance [5] Sector Contributions - In the IT sector, AppLovin (APP) and Monolithic Power Systems (MPWR) were standout performers, with AppLovin benefiting from strong earnings and optimism around its e-commerce business [6] - Consumer staples saw positive contributions from Performance Food Group (PFGC) and Casey's General Stores (CASY), both benefiting from strong operational performance [7] - The consumer discretionary sector faced challenges, particularly with Chipotle Mexican Grill (CMG) and Wingstop (WING) experiencing declines due to competitive pressures and softer spending trends [8] - Financials sector was a modest drag on performance, with Tradeweb Markets (TW) and Corpay facing challenges from macro volatility and company-specific issues [9] Portfolio Positioning - New positions were initiated in Roblox, benefiting from improved growth dynamics and advertising opportunities, and APi Group, which is well-positioned in safety and industrial services [10][11] - Exited position in Deckers Outdoor (DECK) due to increasing competitive pressures in the sneaker market [12] Outlook - Leadership within mid growth stocks remains selective, with a few companies rewarded for differentiated technology and strong pipelines, while others struggle with demand and competition [13] - Focus remains on identifying businesses with secular growth drivers across technology, healthcare, and industrials sectors [14] - Near-term market uncertainty is expected to persist, but the strategy is positioned to benefit from companies sustaining durable growth in earnings and cash flow [15] Portfolio Highlights - The ClearBridge Mid Cap Growth Strategy had positive contributions across seven of the 11 sectors, with IT and healthcare being the leading contributors [16] - Stock selection in IT, consumer staples, healthcare, and energy sectors contributed positively, while consumer discretionary and financials sectors weighed on performance [17] - Individual stock contributions included AppLovin, United Rentals (URI), and Performance Food, while detractors included Chipotle Mexican Grill and Tradeweb Markets [18]

Core Insights - Keysight's 6G solutions have been selected by the University of Texas at Austin for research on digital twins [1] Company Summary - Keysight is actively involved in the development of 6G technology, indicating its commitment to advancing telecommunications research [1]

Core Insights - Keysight Technologies has launched two new products, the EV2020B and EV2020BE, aimed at enhancing end-of-line testing for electric vehicle (EV) manufacturing and electric vehicle supply equipment (EVSE) [1] Group 1: Product Launch - The EV2020B EV Manufacturing Functional Test Platform is designed for automakers [1] - The EV2020BE EV Manufacturing Functional Test Platform is tailored for EVSE manufacturers [1] Group 2: Market Impact - These solutions provide a scalable and flexible approach to production testing [1] - The new platforms aim to accelerate time-to-market for EV products [1] - The launch is expected to reduce costs associated with production testing [1] - The solutions ensure readiness for manufacturers in the evolving EV market [1]

Group 1 - Keysight Technologies and Spirent Communications have received court approval to extend the acquisition deadline to October 27, 2025, for Keysight's cash offer for Spirent [1][2][3] - The acquisition is structured as a Court-endorsed scheme of arrangement under the Companies Act 2006, with the extension allowing for further regulatory review [1][3] - China's State Administration for Market Regulation (SAMR) is in the final stages of reviewing the acquisition, with approval expected soon as a key step for closing the deal [2][3]

LONDON, United Kingdom and SANTA ROSA, Calif.: , Oct. 01, 2025 (GLOBE NEWSWIRE) -- InstrumentiX, an award-winning provider of trading infrastructure monitoring and analytics, today announced that Keysight Technologies, Inc. (NYSE: KEYS), a global technology leader in design, test and network visibility solutions, has acquired a strategic stake in the company. Keysight’s targeted investment underscores InstrumentiX’s market-leading innovation and deepens the companies’ strategic partnership, accelerating dev ...

Core Insights - Keysight Technologies, Inc. has launched the WirelessPro 3GPP AI Simulation Platform, a next-generation software platform aimed at wireless communication system engineers [1] - The new platform provides a unified environment for modeling, prototyping, and validating advanced wireless technologies [1] - WirelessPro features deep integration of AI/ML capabilities and aligns with the latest third-generation partnership standards [1]

Core Viewpoint - The State Administration for Market Regulation has approved Keysight Technologies' acquisition of Spirent Communications with additional restrictive conditions to maintain market competition [1] Group 1: Acquisition Details - The acquisition involves significant suppliers of global communication testing products, enhancing Keysight Technologies' control in the high-speed Ethernet testing and network security testing markets [1] Group 2: Regulatory Considerations - The regulatory body considered the potential adverse effects on market competition during the review process and imposed conditions such as divesting certain business segments with serious competition issues to preserve the original competitive landscape [1]

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Core Insights - Keysight Technologies will showcase 20 advanced AI-enabled 6G and wireless solutions at the India Mobile Congress 2025, aimed at accelerating innovation in 6G and wireless communication systems [1][2] - The event will take place from October 8-11, 2025, at the Yashobhoomi venue in New Delhi, India [1] Technology Demonstrations - **mMIMO Design**: Keysight will demonstrate advanced mMIMO design capabilities across frequency ranges FR1 to FR3, including new sub-THz bands, facilitating faster speeds and wider bandwidths for future wireless technologies [2] - **5G Interference Mitigation**: The demonstration will include advanced spectrum monitoring and AI-driven analytics to optimize spectrum usage and validate network robustness against interference [2] - **NTN Design Optimization**: This demo will focus on satellite-to-terrestrial integration, addressing challenges like propagation delays and dynamic channel conditions to enhance performance for 5G-advanced and 6G NTN deployments [2] - **RF Environment Emulation**: Keysight will recreate real-world wireless conditions in a lab setting, allowing for testing under complex scenarios to ensure reliable performance and reduce field testing costs [2] - **Device Security Defense**: The demo will integrate various testing methods to expose vulnerabilities in wireless and cloud layers, enhancing device resilience against cyberattacks [2] - **Digital Twins Emulation**: This solution will provide scalable modeling of devices and networks, enabling end-to-end validation and optimization of performance across 5G-advanced and 6G [2]