Northland analyst Tim Savageaux says datapoints at the European Conference on Optical Communication support his caution on the timing of 400G ramps both inside/outside the data center, driven in part by technical complexity. Datapoints at the show indicate a "large cut" in 400G rollout plans at Amazon.com (AMZN) this year, which poses a "significant risk" to Inphi (IPHI), the analyst tells investors in a research note. Shares of Inphi are well off their lows on the day but remain down 5% to $60.48 in early afternoon trading. Savageaux also believes that consensus views overestimate the possible impact of the Cisco Systems (CSCO)/Acacia Communications (ACIA) merger on Inphi's coherent application-specific integrated circuit unit. He believes Lumentum (LITE) is more likely to benefit with its Acacia -powered CFP2 DCO platform in the near term. Further, the analyst's early update from the European Conference on Optical Communication is positive for NeoPhotonics (NPTN). Positive Huawei demand dynamics is a notable plus for the company, says Savageaux. He has an Underpeform rating on Inphi, and Outperform ratings on both Lumentum and NeoPhotonics.

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

What has Wall Street been buzzing about this week? Here are the top 5 Bu-y calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of April 15-19. Find all top-rated... 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

Amazon (AMZN) has renewed its latest hit Prime Video series "Fallout" for a second season, Variety's Joe Otterson reports. The news comes after Variety previously reported that a second season was slated to receive $25M in tax credits by shooting in the state of California. The "Fallout" franchise is published by Bethesda, which Microsoft (MSFT) acquired in 2021. Reference Link

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

Sales of video games in Bethesda's "Fallout" series have surged across Europe, with 2015's "Fallout 4" reclaiming the top spot, Gamesindustry.biz's Christopher Dring reports. Sales of "Fallout 4" jumped 7,500% week-on-week across Europe, due to some heavy discounting on games in the "Fallout" franchise across all platforms designed to tie-in with Amazon Prime's (AMZN) "Fallout" television series, Dring says, citing GSD data. 2018's "Fallout 76," 2010's "Fallout: New Vegas," and 2008's "Fallout 3" rounded out Europe's weekly top ten as well, Dring says. The Fly notes that Microsoft (MSFT) acquired Bethesda in 2021. Reference Link

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

Big River Services International sells around $1M a year in goods in e-commerce marketplaces and is an arm of Amazon that gathers intelligence on the company's competitors, Dana Mattioli and Sarah Nassauer of The Wall Street Journal reports. Big River uses its sales across multiple countries to gather pricing data, logistics, and other details about rival marketplaces, people familiar with the matter told the Journal. Reference Link