$KEYS

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.

InterDigital demonstrates AI-powered teleoperation and energy-efficient edge computing at 6G@UT Forum, partnering with UT Austin and Keysight Technologies.

Gigamon leads deep observability market with 51% share as sector grows 18% annually, driven by AI adoption and hybrid cloud complexity. Market projected to reach $2.1B by 2030.

DesignCon 2026 concludes with record attendance, highlighting AI infrastructure's centrality to chip design. Global high-speed communications market projected at $975 billion by 2026.

Keysight surges 80% in 52 weeks on AI and defense demand, reports 23% revenue growth to $1.6B, raises guidance to 20% growth. Valuation leaves limited upside.

Ten large-cap stocks surged Feb. 23-27, led by Circle Internet Group's 35% gain. Netflix, Dell, and IonQ posted 22-27% gains on strong earnings and guidance.

US-Taiwan tensions escalate amid tariff shifts. Amazon invests $12B domestically while Apple relocates Mac production to Texas. AI developments dominate sector headlines.

U.S. stock futures mixed Tuesday as tariff concerns offset strong corporate earnings. S&P 500 retreated while Dow and Nasdaq advanced amid investor uncertainty.

Keysight partners with Cybeats to resell SBOM platform, integrating vulnerability management and binary analysis for regulated industries' supply chain security needs.

Compromised credentials now drive 75% of enterprise breaches, prompting major security overhauls focused on identity governance and cryptographic modernization across organizations.