In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m confident the company is at the beginning of a strong inflection point from ...

24/7 Wall St.’s AI Investor Podcast manages a portfolio of recommendations. Our biggest winners have come from the optics space. Our recommendation of Lumentum (LITE) is up 969% while our first ...

MACOM Technology Solutions Holdings is drawing fresh attention as the fair value estimate holds steady at US$261.14 per share, with no change between the prior and updated targets. That stability ...

In the latest episode of 24/7 Wall St.'s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I'm confident the company is at the beginning of a strong inflection point from ...

POET Technologies rated Buy: strong $430M cash, 2026 production milestones, and $5M orders. Explore valuation upside if 2027 ...

Chipmaker SemtechSMTC has acquired HieFo, a manufacturer of laser devices for data center interconnects. Semtech stock is near record high territory. Camarillo, Calif.-based Semtech said the purchase ...

LED chipmaker Ennostar Inc (富采集團) expects to ship its first pluggable optical modules used in artificial intelligence (AI) server racks as soon as next year to meet customer demand, a company ...

The need for high-throughput and energy-efficient optical infrastructure, driven by AI demands, was a recurring theme at this month’s Optical Fiber Communications (OFC) conference in Los Angeles. The ...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Wondering if Semtech at US$72.16 is offering value or asking too much? This article walks ...