MACOM Technology Solutions

MTSI

Market cap $20.4B

Seven of the worst performers for the month were still up by triple digits for 2026.

The AI data center buildout is minting a second tier of winners that most retail investors still haven't priced in.

The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.

Semis put in a powerful performance in Q2 2026 thanks to things going its way, which more than made up for what happened in Q1 2026. It is not the only thing that matters, but if semis are to add to gains in H2 2026, AI will need to keep driving growth forward. The AI thesis remains intact, but recent developments leave open the possibility the thesis could still turn out to be flawed.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Corning Incorporated (NYSE:GLW) as his final trade.

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.

MACOM and ELVE will demonstrate how their technologies can be combined to enhance performance and efficiency in microwave transmitter systems at IMS 2026.

LOWELL, Mass., June 08, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced a chip scale hot via process built on its AlGaAs diode technology.