Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.
2 reports, 2 independent
Updated Aug 30
Gone quiet
- Reports
- 2
- Developments
- 1
- Repetition
- 50%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Investors are shifting focus from high growth to value amid sell-offs in the semiconductor and software stocks, while the regulator bills the prospectus before market launch.Also in this story
- ON Semiconductor lagged the broader market and sector performance on September 3, 2025, while Zacks Rank considered estimate changes for the stock.
- Market sell-offs are underway, with investors awaiting signals from the FED regarding future monetary policy, putting pressure on tech giants like AMD, Broadcom, Tesla, and Netflix.
- Braze and Salesforce are trading near all-time highs, but investor anxiety is rising due to conservative guidance from Salesforce.
The entities involved
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Marvell Technology
American fabless semiconductor company
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Amphenol
company
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Anthropic
American artificial intelligence corporation