Fortinet Updates: Fortinet - The Convergence of Network, Security, and the Physical World Summary * Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
Lumentum Holdings Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution Summary * Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–
