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Lumentum Orders Booked Through 2028: Can Optical Communications Replace Storage as the New AI Computing Engine?

TradingKey - April 10, 2026, optical communications leader Lumentum ( LITE) released news that ignited the market: Driven by accelerating demand from U.S. mega AI data centers, the company's order boo

Source  Tradingkey1775876400
Stock Market Today, April 10: Palantir Falls as AI Competition Pressures Valuation

Palantir Technologies (NASDAQ:PLTR), a data integration and analytics specialist, closed Friday at $128.06, down 1.90%. Shares moved lower as investors responded to renewed bearish

Source  The Motley Fool1775861478
Why Applied Digital Stock Topped the Market Today

Key PointsThey collectively sold out of the shares on Thursday, despite very impressive fundamentals.A bullish analyst note helped change their minds the following day.10 stocks we

Source  The Motley Fool1775859981
NuScale Power Reports Soon. Here's Why I'd Buy Before the Numbers Drop.

Key PointsNuScale Power's stock price has been struggling.Several upcoming updates could provide shareholders with relief.10 stocks we like better than NuScale Power › NuScale Powe

Source  The Motley Fool1775859900
Here's Why Newmont Stock Is a Buy Before Its First-Quarter Earnings

Key PointsNewmont's shares have dropped nearly 2% over the past month.The mining company has strengthened its balance sheet by paying down debt.While gold's price has retreated fro

Source  The Motley Fool1775858700
Why Simulations Plus Stock Inched Higher Today

Key PointsIt notched beats on both revenue and profitability in its fiscal second quarter.On a negative note, it cut its net income forecast for the full fiscal year.10 stocks we l

Source  The Motley Fool1775858014
Stock Market Today, April 10: Markets Flat as Investors Watch Iran Peace Negotiations

The S&P 500 (SNPINDEX:^GSPC) slipped 0.11% to 6,816.89 today, though it still gained 3.56% this week. The Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.35% to 22,902.89 and the Dow J

Source  The Motley Fool1775857276
Intel vs. Advanced Micro Devices: Shifting Trends in Revenue

Key PointsIntel currently generates a higher volume of total sales, but Advanced Micro Devices displays a stronger upward trajectory in its top-line performance.Over the past eight

Source  The Motley Fool1775857201
Growth vs. Value: Which Side of the Trade Is Winning Right Now?

Key PointsGrowth has led the overall market for several years now.There’s a shift in this trend’s underpinnings, though.Most growth stocks arguably don’t offer enough upside right

Source  The Motley Fool1775857200
I'm Calling It: Alphabet Stock Is a Buy Before June 2026

Key PointsAlphabet invested $900 million in SpaceX in 2015, acquiring a 7% stake in the space exploration business.SpaceX could be valued at $2 trillion-plus following the IPO, mea

Source  The Motley Fool1775856300
Is SentinelOne the Best Cybersecurity Stock to Buy in the Current Sell-Off?

Key PointsCrowdStrike is growing faster at a much bigger scale, and it's throwing off far more cash.In cybersecurity, data moats matter, and CrowdStrike’s looks stronger.10 stocks

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Stock Market Today, April 10: CoreWeave Jumps After Multi-Year AI Cloud Deal With Anthropic

AI-focused cloud infrastructure provider CoreWeave (NASDAQ:CRWV), closed Friday at $102, up 10.87%. The stock moved higher after news of a multi-year AI cloud deal with Anthropic.

Source  The Motley Fool1775855393
Iridium (IRDM) Q3 2025 Earnings Call Transcript

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Amazon Stock Just Saw Its Biggest Surge in Months. Here Are 3 Reasons AMZN Is a Great Buy Right Now

Key PointsCEO Andy Jassy's letter sparked a rally in Amazon's shares.More gains lie ahead for investors who buy Amazon's stock today.These 10 stocks could mint the next wave of mil

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Iridium (IRDM) Q2 2025 Earnings Call Transcript

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Iridium (IRDM) Q1 2025 Earnings Call Transcript

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Iridium (IRDM) Q3 2024 Earnings Call Transcript

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Iridium (IRDM) Q4 2024 Earnings Call Transcript

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Mark Your Calendar: Oklo Could Be a Very Different Stock After July 4

Key PointsOklo's novel nuclear technology still has limited real-world data.On July 4, its first reactor should achieve a self-sustaining reaction.10 stocks we like better than Okl

Source  The Motley Fool1775854200
Should You Buy BYD Before or After China's Auto Market Implodes?

Key PointsData shows that more than half of dealerships in China reported losses in 2025.BYD is also feeling the pinch on margins and net profits.BYD's expansion efforts are paying

Source  The Motley Fool1775853480
5 Genius AI Stock Picks (Hint: Nvidia Is One of Them)

Key PointsNvidia and Broadcom are likely to see multiple years of strong growth.Taiwan Semiconductor is an excellent neutral investment.Nebius and SoundHound both have monster upsi

Source  The Motley Fool1775852400
Why ServiceNow Stock Is Plunging Today

Key PointsUBS reduced its price target on ServiceNow stock.ServiceNow projects growth on two important metrics in 2026, suggesting that investors shouldn't rush to click the sell b

Source  The Motley Fool1775852315
Insight Wealth Just Bought a $26.9 Million Opening Stake in VPLS

Key PointsInsight Wealth Strategies acquired 343,106 shares of VPLS during the first quarter; the estimated trade size was $26.9 million based on quarterly average pricing.The new

Source  The Motley Fool1775851277
From Allbirds to Nike, the Sneaker Segment is Running Into the Ground. Here's What Retail Investors Need to Know.

Key PointsNike, Allbirds, and other leading sneaker makers are struggling.They’ll face tough competitive and macro headwinds for the foreseeable future.10 stocks we like better tha

Source  The Motley Fool1775850925
Preparing for the Next Market Crash? This Is One Stock You'll Want On Your Watchlist.

Key PointsAlphabet has proven to have a resilient business model.It is diversifying beyond just its search engine.But the tech giant's not completely immune to risk.10 stocks we li

Source  The Motley Fool1775850600
Here's Why Buying This Vanguard Index Fund Today Could Be the Best Financial Decision You Ever Make

Key PointsThe S&P 500 and Nasdaq Composite have been dragged lower this year as interest in growth stocks fades.The Vanguard S&P 500 ETF provides a low-cost way to gain exposure to

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Blue Owl Capital (OBDC) Earnings Call Transcript

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Blue Owl (OBDC) Q1 2025 Earnings Call Transcript

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Source  The Motley Fool1775849494
Blue Owl (OBDC) Q3 2024 Earnings Call Transcript

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Source  The Motley Fool1775849477
AI Is Reshaping Software Stocks: Why This Brutal Sell-Off Could Be a Long-Term Opportunity

Key PointsAI is already helping firms like Visa and contract platforms cut manual work and boost efficiency. With software valuations down sharply, investors may find upside where

Source  The Motley Fool1775848800
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