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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
Amazon Has a Secret Weapon in AI That Makes the Stock a Screaming Buy

Key PointsAWS is a key part of Amazon's business, accounting for the majority of the company's profits.Amazon's custom AI chip computing capacity is being spoken for as the chips a

Source  The Motley Fool1775836200
Oracle Lays Off 30,000 and Nike Falls Flat Once Again

In this episode of Motley Fool Money, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:OpenAI’s $122 billion capital raise.Nike’s disappointment.Oracl

Source  The Motley Fool1775835701
Don't Get Caught Up in the Oil Rally: This High-Yield Stock Will Keep Paying Long After the Rally Ends

Key PointsThe geopolitical conflict in the Middle East has upended global energy markets. This 5.6% yield is backed by 27 annual distribution increases and a reliable fee-generatin

Source  The Motley Fool1775835300
March CPI Came In at 3.3%. Gasoline Alone Added Over Half a Percentage Point. Here Is What That Tells Investors About What Could Come Next

Key PointsEnergy prices spiked from the Iran war in March, but core inflation was steady.Rate cut bets were flat, with investors betting rates will end the year where they are now.

Source  The Motley Fool1775834867
Better Industrial Stock: Honeywell vs. Emerson Electric

Key PointsIndustrial companies providing essential infrastructure are appealing for the steady cash flow and reliable dividends. Honeywell and Emerson are two examples as they focu

Source  The Motley Fool1775834400
AMD Stock Is Soaring This Morning. Here's Why Investors Are Excited

Key PointsTaiwan Semiconductor, a leading processor manufacturer, reported impressive Q1 sales.Investors took that to mean that AMD could soon report impressive first-quarter resul

Source  The Motley Fool1775834400
Why Palantir Technologies Stock Keeps Going Down

Key PointsAnthropic tripled its revenue in four months, while Palantir revenue grew only 70% last quarter.Investors are starting to worry that Anthropic will eat all software marke

Source  The Motley Fool1775834161
China Auto Systems (CAAS) Earnings Call Transcript

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Source  The Motley Fool1775834150
China Automotive (CAAS) Earnings Call Transcript

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Source  The Motley Fool1775833981
China Auto (CAAS) Q4 2024 Earnings Call Transcript

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Source  The Motley Fool1775833919
China Auto Systems (CAAS) Earnings Transcript

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Source  The Motley Fool1775833869
After a Recent Deal With X-Energy, Is Fluor Becoming the Ultimate Nuclear Pick-and-Shovel Play?

Key PointsThe U.S. aims to significantly increase its nuclear energy capacity and accelerate the deployment of advanced nuclear technologies.Fluor is a global engineering and const

Source  The Motley Fool1775833740
Here's Why Plug Power Stock Is a Buy Before April 16

Key PointsPlug Power’s CEO will host an AMA session on Reddit.That buzz could drive short sellers away and attract more retail investors.10 stocks we like better than Plug Power ›

Source  The Motley Fool1775833573
3 Key Takeaways from the S&P 500's Worst-Performing Quarter Since 2022

Key PointsThe high concentration of tech stocks weighed the S&P 500 down in the first quarter.Nevertheless, around 57% of S&P 500 stocks outperformed the index in the first quarter

Source  The Motley Fool1775833500
Uxin (UXIN) Q1 2025 Earnings Call Transcript

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Source  The Motley Fool1775833170
Uxin (UXIN) Q3 2025 Earnings Call Transcript

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Source  The Motley Fool1775832824
Alphabet's Google Has Given Birth to 3 Millionaire-Maker Stocks Hiding in Plain Sight. All of Them Are Trading at Incredible Valuations Right Now.

Key PointsAlphabet's recently announced memory compression technology has spooked investors in Micron, Sandisk, and Seagate, but they are missing the bigger picture.In fact, lower

Source  The Motley Fool1775832600
Prediction: These 2 Artificial Intelligence (AI) Stocks Will Finish 2026 Higher Than Where They Started. Here's Why.

Key PointsAI spending isn't slowing down, as enterprises and governments are trying to take advantage of this technology's productivity gains.Palantir Technologies and Intel are be

Source  The Motley Fool1775832000
Why Palo Alto Networks Stock Keeps Going Down

Key PointsAnthropic has a new cybersecurity-focused LLM called Claude Mythos.Investors are debating whether Mythos will grow the cybersecurity market or dominate it.10 stocks we li

Source  The Motley Fool1775831762
Vanguard Utilities Index ETF: Are Utilities the New Growth Stocks?

Key PointsVanguard Utilities ETF provides investors with broad exposure to the utility sector.The utility sector is seeing a step change in electricity demand.10 stocks we like bet

Source  The Motley Fool1775831700
Amazon Will Impose a Temporary Fuel Surcharge on Some Customers. Should Investors Worry?

Key PointsAmazon will add a 3.5% fuel surcharge added to some types of sales.The majority of operating income does not comes from its consumer business.These 10 stocks could mint t

Source  The Motley Fool1775831700
Boom or Bubble? Here's Where Micron Stock Could Be in 5 Years.

Key PointsAs inference workloads multiply, growth investors are realizing the need for high-bandwidth memory chips.Micron is poised to benefit from AI buildouts as new applications

Source  The Motley Fool1775830800
SoFi Stock After the Short Report: What Comes Next?

SoFi (NASDAQ: SOFI) is caught in a high-stakes battle between fear and execution. A damaging short report crushed sentiment, but billions in fresh institutional commitments suggest

Source  The Motley Fool1775830800
WD-40 (WDFC) Q2 2026 Earnings Call Transcript

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Source  The Motley Fool1775830588
Simulations Plus (SLP) Q2 2026 Earnings Transcript

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Source  The Motley Fool1775830482
Prediction: This Artificial Intelligence (AI) Stock Will Be Worth Twice as Much by the End of 2026

Key PointsNvidia stock is down in 2026, but that won't be the case by year-end once investors realize its continued elevated growth potential.Nvidia's valuation shows a huge discon

Source  The Motley Fool1775829900
2 Stocks That Are Better Buys Than the "Magnificent Seven"

Key PointsTaiwan Semiconductor is a key component provider for every AI business.Broadcom's custom chips are demonstrating superior performance to GPUs. 10 stocks we like better th

Source  The Motley Fool1775829000
Why LanzaTech Stock Soared Over 40% This Week

Key PointsDemand for sustainable aviation fuel is growing. Retail traders are taking notice of this carbon capture business. 10 stocks we like better than LanzaTech Global › As of

Source  The Motley Fool1775828374
Prediction: The Nasdaq Will Recover From This Correction Before the End of 2026. History Says Buy These AI Stocks Now.

Key PointsTechnology stocks are volatile, creating a tough environment as investors identify value traps versus dip opportunities.Some AI stocks sold off, but for the wrong reasons

Source  The Motley Fool1775828100
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