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AMD's Gross Margin to Contract Sequentially: Is Growth Getting Harder?
AMD's Gross Margin to Contract Sequentially: Is Growth Getting Harder?

Advanced Micro Devices’ AMD profit-generating ability is under challenge as the company expects the first-quarter 2026 gross margin to decline 200 basis points (bps) sequentially to 55%. AMD’s gross

FN's Optical Communications Revenues Accelerate: What's Ahead?
FN's Optical Communications Revenues Accelerate: What's Ahead?

Fabrinet’s FN optical communications business reported revenues of $833 million in the second quarter of fiscal 2026, up 29% year over year and an 11% increase on a sequential basis. This segment is