Credo Surges as Broadcom Delays AI Optics Shift to 2028
Broadcom confirms major AI customers will stick with copper cables in racks through 2028, boosting Credo shares while Lumentum and Coherent dip after Nvidia's optics investments.
Broadcom confirms major AI customers will stick with copper cables in racks through 2028, boosting Credo shares while Lumentum and Coherent dip after Nvidia's optics investments.
Short-seller The Bear Cave warns that Serve Robotics' sidewalk delivery robots may disappoint investors in 2026 due to poor performance, public backlash, and limited restaurant adoption.
Jefferies analyst highlights a key DOJ opinion supporting the use of the Defense Production Act to bypass California laws halting offshore oil production and pipelines for Sable Offshore.
American Eagle Outfitters reports record Q4 sales up 10%, driven by Aerie's 23% comp growth and smart marketing. Shares dip despite beating estimates; FY2026 forecasts mid-single-digit sales rise amid tariff challenges.