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What exactly is CPO?
CPO (Co-Packaged Optics) integrates the optical engine, originally located in pluggable transceivers, with the host chip. This reduces the electrical signal transmission distance from tens of centimeters to tens of millimeters, makes the system use less power, carry more data, and work faster.
How does CPO change the traditional optical communication demand structure?
Compared to traditional pluggab...
CPO (Co-Packaged Optics) integrates the optical engine, originally located in pluggable transceivers, with the host chip. This reduces the electrical signal transmission distance from tens of centimeters to tens of millimeters, makes the system use less power, carry more data, and work faster.
How does CPO change the traditional optical communication demand structure?
Compared to traditional pluggab...
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$Broadcom (AVGO.US)$ the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered.
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
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$E-mini NASDAQ 100 Futures (MAR6) (NQmain.US)$ What's going on? Is it starting to reverse?
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We have just navigated a truly historic and turbulent weekend following the massive joint military operations launched by the United States and Israel against Iran. The shockwaves are already hitting the tape this Monday morning: $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$futures have both tumbled over 1.5% in pre-market trading, while a violent flight to safety has pushed $XAU/USD (XAUUSD.CFD)$ and silver up more than 3%, with gold b...
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$Netflix (NFLX.US)$'s 6% gain Wednesday is boosting the appeal of call options that could pay off should the stock extend its gains above $90.
Call options volume soared more than quadrupled to 1.09 million shares, from 237,568 contracts a day earlier as the stock posted its biggest gain in more than 10 months. The share price gains came after its acquisition target $Warner Bros Discovery (WBD.US)$ said that the new ...
Call options volume soared more than quadrupled to 1.09 million shares, from 237,568 contracts a day earlier as the stock posted its biggest gain in more than 10 months. The share price gains came after its acquisition target $Warner Bros Discovery (WBD.US)$ said that the new ...
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Global AI chip titan $NVIDIA (NVDA.US)$ released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
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🚨🇺🇸 Fed to inject another $16,021,000,000 in liquidity into the economy this week.
Bullish for markets.
Bullish for markets.
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$NVIDIA (NVDA.US)$ I'm quite concerned about the possibility of a pump-and-dump on Friday, followed by continued consolidation on Monday and Tuesday. I will keep my position unchanged until after next Friday's non-farm payroll data is released.
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$Amazon (AMZN.US)$ This thing is so exciting that unlike others, it doesn't even pretend and just goes off with a bang
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