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The investment firm shifted away from some of the market’s biggest semiconductor winners in the second quarter.

Keysight Technologies (KEYS) is back in focus after presenting at the OCP APAC Summit 2026 in Taipei, just days before its scheduled third quarter fiscal 2026 earnings release on August 18. See our latest analysis for Keysight Technologies. Keysight Technologies has seen firm momentum in recent months, with a 7 day share price return of 5.01% and a 30 day share price return of 8.63%. The 1 year total shareholder return of 115.13% and 5 year total shareholder return of 112.28% point to gains...

Keysight Technologies stock has delivered a strong 135.8% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than an obvious bargain, even after recent gains. Over the last three years Keysight Technologies has returned 135.8%, which puts extra focus on whether that run is already pricing in much of the company’s appeal. Growing demand for power device...

KEYS heads into its Q3 results with new testing and software offerings targeting growth in AI, data centers and photonics.

Evaluate the expected performance of Keysight (KEYS) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Verizon will utilize its existing 5G infrastructure alongside an AI-enabled system to identify, track, and monitor unmanned aircraft systems for a new Lockheed Martin drone detection system.

Management raised its full-year forecast, but the market seems to be asking for more than a higher target.

Synopsys is leveraging AI across chip design, verification and simulation, driving productivity gains and strengthening its position in the AI semiconductor value chain.

ATEX posts 38.1% revenue growth in fiscal Q1 2027, while spectrum-clearing costs weighed on profit and advanced spectrum activity.

Lockheed Martin (NYSE:LMT), Verizon (NYSE:VZ), Keysight Technologies (NYSE:KEYS), ODC and Astris AI completed a live demonstration of the NetSense Airspace Awareness-as-a-Service platform in the Miami area in July, showcasing technology designed to detect and monitor drones using existing 5G infrastructure. The system combines Verizon’s 5G network spectrum with ODC’s AI-native Radio Access Network software, Nvidia’s AI Aerial platform and Keysight’s radio-frequency simulation technology to ident

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.3% return lagged the S&P 500 by 9.7 percentage points.

Array Digital Infrastructure beat Q2 estimates as site rental revenues surge 95%, while spectrum sales boost gains and 2026 guidance.

TDS' Q2 earnings surged on spectrum sales, while fiber growth acceleratesd as itand liftsed its full-year address target to 250,000-300,000.

inTest (INTT) delivered earnings and revenue surprises of +125.00% and +1.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Recently released industry research indicates that the global power device analyzer market is expected to grow as electric vehicles, renewable energy systems, semiconductor production, and advanced industrial electronics expand, with combined AC/DC analyzers and automotive customers emerging as key demand drivers. Because Keysight Technologies is a major supplier of power device analyzers, this projected market expansion, particularly in North America, could enhance its opportunities in EV,...

AKAM tops Q2 2026 estimates as AI cloud and cybersecurity demand lift revenues, but higher infrastructure investments pressure earnings.

CCOI beats Q2 earnings estimates despite a revenue miss as weakness in Sprint Wireline and off-net services offset growth in on-net and wavelength offerings.

Vistance's Q2 earnings miss estimates as lower legacy license sales and memory costs pressured results, while DOCSIS 4.0 offers growth potential.

OPTU's Q2 revenues slip amid broadband and video pressure, while mobile growth, margin expansion and network investments offer offsets.

HUBS tops Q2 2026 estimates with 20% revenue growth, AI-powered CRM demand and customer gains fueling earnings and a stronger full-year outlook.

ZG beats Q2 2026 estimates as mortgage and rental growth lift revenues 18%, while its outlook points to continued momentum across key businesses.

Viavi beats fiscal Q4 earnings and revenue estimates as data center, aerospace and defense demand, and Spirent products fuel growth, with strong Q1'27 guidance.

MSI beat Q2 earnings and revenue estimates as strong demand and record orders drove backlog to a second-quarter high, prompting another 2026 outlook increase.

LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.

PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.

ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.

VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.

SPCX beats Q2 estimates as revenue surged 91.9%, fueled by AI cloud deals and Starlink growth, while heavy capex reshaped cash deployment.