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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/AI/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/AI/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/AI/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/General+News/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
   <link>http://www.streetinsider.com/AI/Jefferies+highlights+1.6T+transition+ahead+of+OCP+Summit/27160528.html</link>
   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <title>Jefferies highlights 1.6T transition ahead of OCP Summit</title>
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   <description>&lt;p&gt;Investing.com - Jefferies outlined key focus areas ahead of the OCP Global Summit starting next week in San Jose, highlighting the 1.6T transition, scale-up protocol competition and the shift to 800V DC architecture. The firm identified Macom Technology Solutions (NASDAQ:MTSI) and Lumentum Holdings (NASDAQ:LITE) as favorite exposures to 1.6T, while noting Credo Technology Group's (NASDAQ:CRDO) ALC debut and OmniConnect appear underappreciated.&lt;/p&gt;&lt;p&gt;The firm said it will monitor competition between Ethernet, UALink and NVLink for scale-up connectivity, timing and component implications of NPO and CPO, expansion of memory architectures for inference, and timing around the 800V DC transition. Jefferies said early signals</description>
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   <description>&lt;p&gt;BMO Capital analyst Harsh Kumar upgraded MACOM Technology Solutions (NASDAQ: MTSI) from Market Perform to Outperform with a price target of $335.00.&lt;/p&gt;&lt;p&gt;The analyst comments: “We’re upgrading MTSI from Market Perform to Outperform. Stock is down 36% from May peak. Valuations have become attractive as forward multiples retraced from high-50s in June to now 29x. Fundamentals have remained solid throughout driven by datacenter and industrial/defense. We are excited about DC as hyperscalers, CSPs and AI labs continue to deploy AI compute/networking infrastructure. Defense remains resilient and space becomes a material contributor to growth next year. We're raising revenues/EPS and see an</description>
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