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$CALX

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The Motley FoolThe Motley Fool··Micah Zimmerman

Five Under-the-Radar AI Infrastructure Plays Poised to Outperform in 2026

Five overlooked AI infrastructure companies manufacturing circuit boards, power systems, and fiber networks are positioned for 2026 outperformance driven by data center expansion and government spending programs.
GOOGGOOGLRTXTTMIBELFA+5data centersAI infrastructure
The Motley FoolThe Motley Fool··Micah Zimmerman

AI Investment Shifts to Infrastructure Phase: Two Overlooked Winners Emerge

AI investment enters Phase 2, shifting from chip hype to infrastructure validation. Keysight and Calix positioned to benefit from data center validation and rural broadband deployment.
NVDAGOOGGOOGLKEYSCALXdata centerinfrastructure
The Motley FoolThe Motley Fool··Jonathan Ponciano

4D Advisors Bets $6M on Calix as Stock Soars 55% on Cloud Shift

4D Advisors invests $6M in Calix as stock surges 55%, powered by record $272M quarterly revenue and successful shift to cloud-based subscriptions.
FICOAXONCALXsoftware subscriptionsstock surge