http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 28 Jan 2025 07:58:12 -0500 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/Investing/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html <p>Investing.com -- Rosenblatt analyst Mike Genovese believes the recent DeepSeek-related sell-off in the optical and Ethernet networking space is “likely a head fake,” urging investors to buy the dip.</p> <p>Chinese AI startup DeepSeek sent shockwaves through the global tech stocks on Monday, including Optical transceiver names like <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Lumentum Holdings Inc </span></span> (NASDAQ:LITE) and Applied Optoelectronics (NASDAQ:AAOI), and Ethernet <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Switch </span></span> (NYSE:SWCH) stocks such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Fabrinet </span></span> (NYSE:FN).</p> <p>Genovese is skeptical about DeepSeek’s claims about training efficiency and cost of its AI model R1, such as completing training on 2,048 Nvidia http://www.streetinsider.com/General+News/DeepSeek+%27likely+a+head+fake%27%2C+buy+the+dip+says+Rosenblatt%27s+Genovese/24255641.html Tue, 28 Jan 2025 07:58:12 -0500 AAOI ADTN ANET CALX CSCO EXTR FN LITE NVDA RBBN SWCH http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html <p>Investing.com -- Morgan Stanley labelled <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Sony </span></span> (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&amp;network services segment, particularly its PlayStation business. <br /><br />The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. </p> <p>The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.</p> <p>The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html Wed, 08 Jan 2025 08:55:15 -0500 MS SONY SWCH http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html <p>Investing.com -- Morgan Stanley labelled <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Sony </span></span> (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&amp;network services segment, particularly its PlayStation business. <br /><br />The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. </p> <p>The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.</p> <p>The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html Wed, 08 Jan 2025 08:55:15 -0500 MS SONY SWCH http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html <p>Investing.com -- Morgan Stanley labelled <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Sony </span></span> (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&amp;network services segment, particularly its PlayStation business. <br /><br />The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. </p> <p>The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.</p> <p>The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, http://www.streetinsider.com/Investing/Sony+named+top+pick+by+Morgan+Stanley%3B+price+target+raised/24184345.html Wed, 08 Jan 2025 08:55:15 -0500 MS SONY SWCH