#data center demand

2 stories

#applied optoelectronics #backlog #business #ciena #communication equipment #electric power infrastructure #institutional buying #lumentum holdings #market rotation #money #optical networking #pwr stock

Quanta Services Stock: Strong Backlog and Growth Opportunity
Quanta Services stock shows strong growth with $53.4B backlog and $1.5T market potential.
Seekingalpha · 1m
Lumentum surges 5.4% in sector-wide rally
Communication equipment stocks move in lockstep, signaling institutional buying across optical and networking names.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m