Key Takeaways Fabrinet is capturing rising demand as AI and cloud growth accelerate optical packaging adoption.800G transceivers generated $313 million in the fourth quarter of fiscal 2025, up 21% year over year.FN now reports HPC separately, signaling its rising role in next-gen optical packaging demand.Fabrinet’s (FN) position as a leading optical packaging specialist has become increasingly strategic as the industry transitions to higher bandwidth requirements and advanced data center architectures. The ...

In addition to the CEO and board announcements, Wu and Khosla Ventures are investing $40 million in the company to accelerate its growth.Lead independent director Eric Feder said about the co-founders’ return, “Rabois and Wu, who co-founded Opendoor in 2013, will inject the ‘founder DNA’ and energy at a pivotal moment for Opendoor. They are passionate about our community and we’re excited to welcome them back to the Board,” Feder stated in Opendoor’s press release announcing the news.As for Wu, he served as ...

Dividends are powerful portfolio boosters, and AbbVie is a dividend dynamo.AbbVie (ABBV -0.32%) is a drug company, spun off from Abbott Laboratories in 2013, that you might want to consider for your long-term portfolio. One of the biggest green flags for investing in the company is its dividend. AbbVie's recent dividend yield was a solid 3.1% -- the S&P 500's recent yield was a mere 1.2% -- and better still, it has been growing, with plenty of room to keep doing so.Over the past five years, AbbVie hiked its ...

Octopus Titan VCT plc Submission of Circular Further to the announcement of the conclusion of the Strategic Review and issuance of a Circular containing the notice of a general meeting to consider the proposal for an amended investment policy, the Circular has been submitted to the Financial Conduct Authority's Electronic Submission System and is available for inspection at https://data.fca.org.uk/#/nsm/nationalstoragemechanism For further information please contact: Rachel PeatOctopus Company Secretarial ...

It's time for our cash segment. For that, let's bring in our next guest. That's going to be Megan Brantley, VP of research at Likefolio.Welcome back to the show, Megan. Thanks for having me, guys. Happy Friday. Happy Friday to you.Uh, you know, we've seen Coinbase stock do really well until about a month ago, a month and a half ago uh here, Megan. We've seen some pullback. It's diverged a little bit from the price of uh Bitcoin uh at this point.But what kind of data are you guys seeing for this name. becaus ...

Micron Technology TodayMUMicron Technology$157.02 +6.45 (+4.28%) 52-Week Range$61.54▼$157.39Dividend Yield0.29%P/E Ratio28.22Price Target$151.76Add to WatchlistThe race for artificial intelligence, and the semiconductors that drive its development, is still ongoing for the U.S. technology sector. This time, however, it is one of the more or less forgotten tech names that has recently earned the attention of the markets: Micron Technology Inc. NASDAQ: MU. Considering that it has fallen behind leaders like N ...

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

According to FactSet, the consensus target for the S&P 500 over the next 12 months is a shade below 7245. That's up from a target of about 6600 in May. ...

Core Insights - Cloud-based telephony adoption is accelerating as enterprises seek unified platforms for voice, video, and collaboration, with Zoom Communications emerging as a key beneficiary through Zoom Phone [1] - Zoom Phone is evolving into a core layer of enterprise infrastructure, integrating AI-powered features and simplifying administration, positioning it as a scalable alternative to legacy systems [2] - In Q2 fiscal 2026, Zoom Phone experienced mid-teens Annual Recurring Revenue growth, with significant contributions from enterprise customers [3] Revenue and Growth - Enterprise revenue reached $730.7 million in Q2, up 7% year over year, accounting for 60% of total revenue, with expectations for continued growth in Q3 [5] - The number of enterprise customers contributing over $100,000 in trailing 12-month revenues increased by 9%, now representing 32% of total revenue [3] AI Integration and User Engagement - AI integration is enhancing platform stickiness, with monthly active users of Zoom Phone's AI tools rising over 30% sequentially, indicating growing reliance on features like transcription and smart call summaries [4][9] Competitive Landscape - Zoom Communications faces increasing competition from Microsoft and Alphabet in the enterprise telephony space, with both companies targeting large accounts and offering integrated communication solutions [6] Stock Performance and Valuation - Zoom shares have appreciated 3.8% year to date, underperforming compared to the Zacks Internet – Software industry and the Zacks Computer and Technology sector [7] - The stock is currently trading at a forward 12-month Price/Sales ratio of 5.22X, compared to the industry's 5.77X, indicating a relative valuation position [11]

Key Takeaways Goldman stock touched an all-time high of $793.2, up 38.3% year to date. Goldman's IB momentum is fueled by rising deal-making activity under a pro-growth regulatory backdrop. Goldman raised its dividend 33% after clearing the Fed stress test, with strong buybacks in place.The Goldman Sachs Group, Inc. (GS) stock reached a new all-time high of $793.2 in yesterday’s trading session.The extensive rally in the GS stock was driven by strong momentum in mergers and acquisitions (M&As) and initial p ...