Robinhood Markets, Inc.
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Lumentum reportedly locked in $87M of indium phosphide wafer capacity through 2031, a move interpreted as securing supply and crowding out competitors amid surging hyperscaler demand for ultra-high-power lasers.
Research →CrowdStrike reportedly holds above pre-earnings levels despite a 7% pullback, with CEO George Kurtz highlighting AI token cost reductions. Net new ARR reportedly accelerated 51% following strong quarterly results.
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