Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%

Broadcom Q2 FY2026: Why a Blowout Report Stil...

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Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment

Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investment in the company suggests the largest chipmaker in the wor ...  Show more

OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors

Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family and L4 Max chip now integrate native color sensing directly in ...  Show more

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