Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

Sangoma Technologies (NasdaqGS:SANG) Q2 2026 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsCharles Salameh - CEOJeremy Wubs - COOLarry Stock - CFORobert Young - Managing Director and Head of ResearchSamantha Reburn - Chief Legal OfficerSuthan Sukumar - Managing DirectorConference Call ParticipantsDavid Kwan - Director and Equity Research AnalystGavin Fairweather - AnalystOperatorThank you for standing by. This is the conference operator. Welcome to Sangoma's second quarter fiscal 2026 conf ...

Explore Alpha Picks Today! Follow Steven Cress on Seeking Alpha! Check Out Pro Quant Portfolio Now! Read the 10 Stocks Article Here! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder: Hello, everyone. I'm Daniel Snyder from Seeking Alpha. Thank you so much for taking the time to hang out with us for this hour. Today, we have a s ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAndrew Fredriksen - VP of Corporate Development and Investor RelationsAndy Schmidt - CFOPete Smith - President and CEOConference Call ParticipantsScott Searle - Managing Director, Senior Research AnalystTheodore O'Neill - CEO and Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this tim ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAndrew Fredriksen - VP of Corporate Development and Investor RelationsAndy Schmidt - CFOPete Smith - President and CEOConference Call ParticipantsScott Searle - Managing Director, Senior Research AnalystTheodore O'Neill - CEO and Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this tim ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker2Good afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mr. Andrew Frederiksen, Vice President of Corporate Finance. Thank you. You may begin.Speaker0Thank you, and welco ...

On a GAAP basis, fourth-quarter gross margin was 65.6% versus 66.2% a year ago. Operating income was $3.7 million (6% of revenue), down from $4.1 million (6.7%) in the prior-year quarter. GAAP net income fell to $1.9 million , or $0.07 per diluted share, from $6.8 million, or $0.22 per diluted share, in Q4 2024.By geography in the quarter, revenue was split 47% North America, 35% EMEA, 13% Asia Pacific, and 5% Central and Latin America. Baruch said the top 15 customers represented 58% of fourth-quarter reve ...

智通财经APP讯，中兴通讯(00763)公布，公司于 2025 年 12 月 12 日召开的第十届董事会第十七次会议 审议通过了《关于以集中竞价交易方式回购公司 A 股股份方案的议案》，同意公司使用自有资金以集 中竞价交易方式回购公司 A 股股份，用于实施公司员工持股计划或者股权激励。回购资金总额不低于 人民币 10 亿元且不超过人民币 12 亿元(均包含本数)，回购价格不超过人民币 63.09 元/股。截至 2026 年 1 月 31 日，公司尚未实施本次股份回购。 ...

In the current session, the stock is trading at $431.90, after a 10.22% spike. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) stock increased by 8.68%, and in the past year, by 400.29%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.How Does Lumentum Holdings P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by ...

PLANO, Texas, Feb. 2, 2026 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a global leader in real-time communications technology and IP optical networking solutions, today announced that it will report financial results for the fourth quarter and full year of 2025 after the close of the market on Thursday, February 5, 2026. Following the release, Ribbon Communications will host a conference call with the financial community at 4:30 p.m. ET to discuss the results. Conference Call Details and Webc ...