The Bull Case For Cadence Design Systems (CDNS) Could Change Following Its Lightmatter Photonics Collaboration – Learn Why

In January 2026, Lightmatter announced a technical collaboration with Cadence Design Systems to co-develop co-packaged optics ...

Cadence And Lightmatter Target AI Data Center Bandwidth With Co Packaged Optics

Cadence Design Systems (NasdaqGS:CDNS) announced a technical collaboration with Lightmatter to develop integrated co-packaged ...
MarketBeat on MSN

A hidden monopoly: Why AI can't exist without Cadence

While retail investors pile into crowded trades like NVIDIA (NASDAQ: NVDA) or TSMC (NYSE: TSM), sophisticated capital is ...
Business Wire

Cadence and Rapidus Collaborate on Leading-Edge 2nm Semiconductor Solutions for AI and HPC Applications

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence Design Systems, Inc. (Nasdaq: CDNS) today announced it is collaborating with Rapidus Corporation to provide co-optimized AI-driven reference design flows and ...
Business Wire

Cadence and NVIDIA Unveil Groundbreaking Generative AI and Accelerated Compute-Driven Innovations

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence Design Systems, Inc. (Nasdaq: CDNS) today announced an expansion of its multi-year collaboration with NVIDIA across EDA, system design and analysis, digital ...

Cadence Design Systems: Riding The AI Supercycle, But With Expectations At The Limit

Cadence is poised for AI-driven EDA demand with record backlog and strong cash flow, but ~40x P/E limits upside—read why CDNS stock is a Hold.