Jefferies analyst George Notter says that while Microsoft (MSFT) and Inphi's (IPHI) announcement of PAM4/100G transceiver technology "sounds scary" for Infinera's (INFN) DCI business, the risk/reward on Infinera shares still looks attractive. Based on conversations with industry contacts, PAM4 will take some time to hit 80 km distances, Notter tells investors in a research note. He estimates that $20M of Infinera's Metro DCI business at Microsoft is at risk in 2016 because of PAM4. He views Google's announcement on Tuesday that its adding 12 new data center regions as "great news" for Infinera and Ciena (CIEN), and to a lesser extent, Alcatel-Lucent (ALU). Notter has a Buy rating on Infinera with a $22.50 price target.

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Microsoft (MSFT) is scheduled to report results of the third quarter of its fiscal year 2024 after the market close on Thursday, April 25, with a conference call scheduled for 5:30 pm ET. What to watch... To see the rest of the story go to thefly.com. See Story Here

"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks. NEW RELEASES: This... To see the rest of the story go to thefly.com. See Story Here

Captivision announced its collaboration with Activision's Call of Duty: Mobile and Framework for the recent installation at the Framework in the Desert afterparty in Coachella Valley. Through this collaboration, Captivision delivered a unique media glass installation over the course of the festival. The collaboration marked the inception of a new area of strategic focus for Captivision dedicated to pushing boundaries and redefining the live entertainment experience. At Framework in the Desert, multiple freight container structures were unveiled that featured Captivision's media glass. This innovative installation served as the canvas for an inspiring display of imagery and content for all in attendance. The media presentation included assets from Activision's Call of Duty: Mobile and Framework, in addition to artwork and animations that enhanced the musical ambiance throughout the weekend.

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here