WS #13616
Airbnb and AAOI report strong earnings with AI-driven growth, while Coherent and Lumentum surge on China data center component ban, reinforcing AI infrastructure demand. META faces $942M child-safety judgment, Apple-OpenAI trade secret lawsuit escalates, and Nvidia is seen as undervalued by analysts, creating mixed signals for tech mega-caps.
AI infrastructure earnings strength
Airbnb and AAOI report strong earnings with AI-driven growth, while Coherent and Lumentum surge on China data center component ban, reinforcing AI infrastructure demand.
META faces $942M child-safety judgment, Apple-OpenAI trade secret lawsuit escalates, and Nvidia is seen as undervalued by analysts, creating mixed signals for tech mega-caps.