New York, February 7, 2026, 21:20 EST — Market closed

Shares of MACOM Technology Solutions Holdings Inc ended Friday’s session up 3.5% at $235.87, with an intraday high reaching $240.85. Traders are still working through the chipmaker’s strong quarterly results and a flurry of fresh filings from regulators as Monday approaches. 1

The rally’s significance? MACOM is now a direct proxy for high-speed connectivity demand in data centers—the essential plumbing behind cloud operators’ growing compute. But the stock also lives in that tricky “good-news, high-multiple” tech zone, a group that tends to get tossed around whenever interest rates shift.

MACOM posted fiscal Q1 revenue of $271.6 million on…