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data center connectivity

2 articles
The Motley FoolThe Motley Fool··Eric Trie

POET Technologies Surges 18% on Short Report Rebuttal and PFIC Tax Clarity

POET Technologies stock jumped 18.32% after addressing short-seller claims and clarifying PFIC tax status, though commercialization risks persist.
POETLITEAI infrastructuresemiconductor
The Motley FoolThe Motley Fool··Micah Zimmerman

Credo Tech's Customer Concentration Risk Masks AI Infrastructure Opportunity

Credo Technology reports 201% YoY revenue growth to $407M with 68.5% gross margins, but customer concentration remains elevated at 80% from two hyperscalers.
CRDOAI infrastructurecompetitive moat