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   <title>VIAVI Announces Date for Fiscal First Quarter 2027 Financial Results</title>
   <link>http://www.streetinsider.com/Press+Releases/VIAVI+Announces+Date+for+Fiscal+First+Quarter+2027+Financial+Results/27187481.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.az.chaler&quot; idsrc=&quot;xmltag.org&quot; &gt;CHANDLER, Ariz.&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 14, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;a target=&quot;_blank&quot; href=&quot;https://edge.prnewswire.com/c/link/?t=0&amp;amp;l=en&amp;amp;o=4795937-1&amp;amp;h=280190499&amp;amp;u=https%3A%2F%2Fwww.viavisolutions.com%2F&amp;amp;a=Viavi+Solutions+Inc.&quot; target=&quot;_blank&quot; rel=&quot;nofollow&quot;&gt;&lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;Viavi Solutions Inc.&lt;/span&gt;&lt;/a&gt; (VIAVI) (NASDAQ: VIAV) will announce its fiscal first quarter 2027 financial results for the period ended &lt;chron&gt;October 3, 2026&lt;/chron&gt;, on &lt;chron&gt;Wednesday, November 4, 2026&lt;/chron&gt;, after the close of market.&lt;/p&gt;
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   <pubDate>Wed, 14 Oct 2026 16:30:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>VIAVI Announces Date for Fiscal First Quarter 2027 Financial Results</title>
   <link>http://www.streetinsider.com/PRNewswire/VIAVI+Announces+Date+for+Fiscal+First+Quarter+2027+Financial+Results/27187481.html</link>
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&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.az.chaler&quot; idsrc=&quot;xmltag.org&quot; &gt;CHANDLER, Ariz.&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 14, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;a target=&quot;_blank&quot; href=&quot;https://edge.prnewswire.com/c/link/?t=0&amp;amp;l=en&amp;amp;o=4795937-1&amp;amp;h=280190499&amp;amp;u=https%3A%2F%2Fwww.viavisolutions.com%2F&amp;amp;a=Viavi+Solutions+Inc.&quot; target=&quot;_blank&quot; rel=&quot;nofollow&quot;&gt;&lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;Viavi Solutions Inc.&lt;/span&gt;&lt;/a&gt; (VIAVI) (NASDAQ: VIAV) will announce its fiscal first quarter 2027 financial results for the period ended &lt;chron&gt;October 3, 2026&lt;/chron&gt;, on &lt;chron&gt;Wednesday, November 4, 2026&lt;/chron&gt;, after the close of market.&lt;/p&gt;
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   <pubDate>Wed, 14 Oct 2026 16:30:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>U.S. Army selects Viavi T/Rx system for drone test ranges</title>
   <link>http://www.streetinsider.com/Corporate+News/U.S.+Army+selects+Viavi+TRx+system+for+drone+test+ranges/27176585.html</link>
   <description>&lt;p&gt;Viavi Solutions Inc. (NASDAQ: VIAV) announced that the U.S. Army's Threat Systems Management Office (TSMO) has selected its T/Rx software-defined transceiver system to provide electromagnetic spectrum environments at Army test ranges recently opened to private industry.&lt;/p&gt;&lt;p&gt;The selection is part of the Army's Test Range Private Industry Initiative, which opened five range facilities to commercial developers working on drones, counter-drone systems, long-range fires, and low-cost interceptors. The program allows companies, including those without existing government contracts, to access range infrastructure to accelerate development of emerging military technologies.&lt;/p&gt;&lt;p&gt;TSMO will use the Viavi T/Rx system to replicate contested electromagnetic environments that reflect conditions</description>
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   <pubDate>Tue, 13 Oct 2026 06:31:04 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>VIAVI T/Rx Selected by U.S. Army Threat Systems Management Office for Critical Range Modernization Initiative</title>
   <link>http://www.streetinsider.com/Press+Releases/VIAVI+TRx+Selected+by+U.S.+Army+Threat+Systems+Management+Office+for+Critical+Range+Modernization+Initiative/27176569.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p class=&quot;prntac&quot;&gt;&lt;i&gt;The T/Rx will deliver complex, realistic electromagnetic environments across newly opened Army test ranges to support drones, counter-drones and interceptor development&lt;/i&gt;&lt;/p&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.az.chaler&quot; idsrc=&quot;xmltag.org&quot; &gt;CHANDLER, Ariz.&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 13, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;VIAVI Solutions Inc.&lt;/span&gt; (NASDAQ: VIAV) today announced that the &lt;span value=&quot;ACORN:0952982903&quot; idsrc=&quot;xmltag.org&quot; &gt;U.S. Army's&lt;/span&gt; Threat Systems Management Office (TSMO), under Portfolio Acquisition Executive C2/CC2, has selected the &lt;a target=&quot;_blank&quot; href=&quot;https://edge.prnewswire.com/c/link/?t=0&amp;amp;l=en&amp;amp;o=4795806-1&amp;amp;h=1277192484&amp;amp;u=https%3A%2F%2Fwww.viavisolutions.com%2Fen-us%2Fproducts%2Ft-rx-software-defined-transceiver-system&amp;amp;a=VIAVI+T%2FRx+software+defined+transceiver&quot; target=&quot;_blank&quot;</description>
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   <pubDate>Tue, 13 Oct 2026 06:30:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>VIAVI T/Rx Selected by U.S. Army Threat Systems Management Office for Critical Range Modernization Initiative</title>
   <link>http://www.streetinsider.com/PRNewswire/VIAVI+TRx+Selected+by+U.S.+Army+Threat+Systems+Management+Office+for+Critical+Range+Modernization+Initiative/27176569.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p class=&quot;prntac&quot;&gt;&lt;i&gt;The T/Rx will deliver complex, realistic electromagnetic environments across newly opened Army test ranges to support drones, counter-drones and interceptor development&lt;/i&gt;&lt;/p&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/us.az.chaler&quot; idsrc=&quot;xmltag.org&quot; &gt;CHANDLER, Ariz.&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 13, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;VIAVI Solutions Inc.&lt;/span&gt; (NASDAQ: VIAV) today announced that the &lt;span value=&quot;ACORN:0952982903&quot; idsrc=&quot;xmltag.org&quot; &gt;U.S. Army's&lt;/span&gt; Threat Systems Management Office (TSMO), under Portfolio Acquisition Executive C2/CC2, has selected the &lt;a target=&quot;_blank&quot; href=&quot;https://edge.prnewswire.com/c/link/?t=0&amp;amp;l=en&amp;amp;o=4795806-1&amp;amp;h=1277192484&amp;amp;u=https%3A%2F%2Fwww.viavisolutions.com%2Fen-us%2Fproducts%2Ft-rx-software-defined-transceiver-system&amp;amp;a=VIAVI+T%2FRx+software+defined+transceiver&quot; target=&quot;_blank&quot;</description>
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   <pubDate>Tue, 13 Oct 2026 06:30:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>Calnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.</title>
   <link>http://www.streetinsider.com/Press+Releases/Calnex+and+VIAVI+expand+partnership+to+deliver+end-to-end+network+and+application+performance+validation+for+next-generation+networks./27159916.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p class=&quot;prntac&quot;&gt;&lt;i&gt;The combined portfolio will enable customers to recreate real-world network conditions, validate user experience and accelerate deployment for the AI, Data Center, Defense, Satcom and Enterprise markets&lt;/i&gt;&lt;/p&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/gb.sco.edinbh&quot; idsrc=&quot;xmltag.org&quot; &gt;EDINBURGH, Scotland&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 7, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span&gt;Calnex Solutions Plc&lt;/span&gt; (Calnex) (LSE:CLX) today announced an expansion to its strategic partnership with &lt;a target=&quot;_blank&quot; href=&quot;https://www.viavisolutions.com/en-us&quot; target=&quot;_blank&quot; rel=&quot;nofollow&quot;&gt;&lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;VIAVI Solutions&lt;/span&gt;&lt;/a&gt;. Combining Calnex's unique network emulation</description>
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   <pubDate>Wed, 07 Oct 2026 11:33:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
  <item>
   <title>Calnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.</title>
   <link>http://www.streetinsider.com/PRNewswire/Calnex+and+VIAVI+expand+partnership+to+deliver+end-to-end+network+and+application+performance+validation+for+next-generation+networks./27159916.html</link>
   <description>
&lt;div class=&quot;xn-content&quot;&gt;
                &lt;p class=&quot;prntac&quot;&gt;&lt;i&gt;The combined portfolio will enable customers to recreate real-world network conditions, validate user experience and accelerate deployment for the AI, Data Center, Defense, Satcom and Enterprise markets&lt;/i&gt;&lt;/p&gt;
                &lt;p&gt;&lt;span class=&quot;legendSpanClass&quot;&gt;&lt;location value=&quot;LU/gb.sco.edinbh&quot; idsrc=&quot;xmltag.org&quot; &gt;EDINBURGH, Scotland&lt;/location&gt;&lt;/span&gt;, &lt;span class=&quot;legendSpanClass&quot;&gt;&lt;chron&gt;Oct. 7, 2026&lt;/chron&gt;&lt;/span&gt; /PRNewswire/ -- &lt;span&gt;Calnex Solutions Plc&lt;/span&gt; (Calnex) (LSE:CLX) today announced an expansion to its strategic partnership with &lt;a target=&quot;_blank&quot; href=&quot;https://www.viavisolutions.com/en-us&quot; target=&quot;_blank&quot; rel=&quot;nofollow&quot;&gt;&lt;span value=&quot;NASDAQ-NMS:VIAV&quot; idsrc=&quot;xmltag.org&quot; &gt;VIAVI Solutions&lt;/span&gt;&lt;/a&gt;. Combining Calnex's unique network emulation</description>
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   <pubDate>Wed, 07 Oct 2026 11:33:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
   	  </item>
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   <title>Form  SCHEDULE 13G/A  VIAVI SOLUTIONS INC.                   Filed by: BlackRock, Inc.</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++VIAVI+SOLUTIONS+INC.+++++++++++++++++++Filed+by%3A+BlackRock%2C+Inc./27147617.html</link>
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   <pubDate>Mon, 05 Oct 2026 11:58:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VIAV</category>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
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   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
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   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
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   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
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   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
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  <item>
   <title>Stifel sees AI supply constraints ahead of Q3 tech earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</link>
   <description>&lt;p&gt;Investing.com - Stifel said AI infrastructure deployment remains supply-gated rather than demand-gated heading into the September-quarter reporting season, with companies citing demand ahead of what they can ship as hyperscalers and large buyers continue raising budgets. The firm identified LITE, CLS, VIAV, AMD and NVDA as having the cleanest positive setups, with COHR and TTMI also positively biased.&lt;/p&gt;&lt;p&gt;Stifel expects beat-and-raise results from AMD (NASDAQ:AMD), with longer-term Helios commentary and detail on the recent World Labs acquisition likely to matter more than results and near-term outlook. For NVDA (NASDAQ:NVDA), the firm expects focus to shift to Vera Rubin volume in F4Q27</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Stifel+sees+AI+supply+constraints+ahead+of+Q3+tech+earnings/27145267.html</guid>
   <pubDate>Mon, 05 Oct 2026 06:35:54 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CLS</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">COHR</category>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">TTMI</category>
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