The Schwab U.S. Small-Cap ETF (SCHA) and iShares Core S&P Small-Cap ETF (IJR) offer different approaches to small-cap investing. SCHA provides broader diversification with 1,721 holdings and a lower 0.04% expense ratio, delivering higher 1-year returns (44% vs 37.1%), but carries higher volatility. IJR offers a more selective portfolio of 640 quality-screened holdings with lower risk and higher liquidity ($102.9B AUM), making it suitable for risk-conscious investors willing to pay a slightly higher 0.06% expense ratio.

Viavi Solutions stock surged over 15% after beating Q3 earnings estimates with $407M in revenue (43% YoY growth) and exceeding guidance expectations. The company's strong performance is driven by thriving demand in data center and aerospace industries, with optimistic outlook for continued growth in both sectors.

Viavi Solutions (NASDAQ: VIAV) shares surged 25.17% after-hours following strong Q3 results that beat earnings estimates by 22.73% and revenue by 3.32%. The company reported net revenue of $406.8 million (up 42.8% YoY) and non-GAAP EPS of $0.27 (up 80% YoY), driven by growth in data center and aerospace/defense markets. Bullish Q4 guidance projecting revenue of $427-$437 million and EPS of $0.29-$0.31 further boosted investor confidence.

Following the Iran ceasefire announcement in early April 2026, tech stocks rebounded sharply. The article identifies three AI infrastructure companies with structural momentum: Marvell Technology, which partners with Nvidia on custom XPUs and networking; Lumentum Holdings, which manufactures photonic components for AI data centers and is sold out through 2027; and Viavi Solutions, which provides testing and GPS-independent navigation solutions for AI infrastructure in disrupted environments.

Ondas (ONDS) surged 5.24% on news of a strategic partnership with Palantir Technologies and World View to develop an AI-driven defense platform integrating drones, balloons, and ground robots. The partnership follows recent announcements of a merger with Mistral and acquisition of Bird Aerosystems, signaling Ondas' shift toward defense and security. The stock has gained 57.47% over the past six months, with Needham & Company maintaining a Buy rating.

Viavi Solutions' CMO Paul McNab sold 3,551 shares worth ~$117,000 on March 2, 2026, representing 16.33% of his direct holdings. The sale occurred as the stock surged 85% year-to-date, driven by a successful 6G AI demonstration announcement. While McNab retained over 18,000 shares suggesting confidence, the stock's price-to-sales ratio exceeding six (a multi-year high) indicates the valuation is expensive, making it a good time to sell but not to buy.

CEO Oleg Khaykin sold 70,566 shares of Viavi Solutions worth $1.9 million on Feb. 6, 2026. The sale is not considered a red flag as it aligns with his typical trading patterns and he retains over 1.7 million shares. While the company showed strong 36% YoY revenue growth in Q2, it remains unprofitable. With the stock up 106% over the past year and trading at a multi-year high valuation (P/S ratio of ~5), the analyst recommends this is a good time to sell, not buy.

Viavi Solutions stock surged 17.76% after the company reported strong fiscal Q2 2026 results, with revenue rising 36% year-over-year to $369 million and non-GAAP net income jumping 75% to $51.5 million ($0.22 per share), both beating analyst expectations. The company also provided upbeat Q3 guidance of $386-400 million in revenue and $0.22-0.24 per share in adjusted net income, significantly exceeding analyst estimates. Strong demand from data center and defense/aerospace sectors, particularly driven by AI infrastructure buildout, is fueling the company's growth.

Rick Burns, a Director at Viavi Solutions, sold 3,384 shares in an open-market transaction for $63,483.84 on Dec. 10, 2025, representing 50% of his direct holdings. The sale was executed under a 10b5-1 trading plan, and the company recently reported strong financial performance with 25.6% revenue growth and 150% earnings increase.

The Network Monitoring Technology Market is projected to grow from USD 2.78 billion in 2025 to USD 4.75 billion by 2033, driven by increasing cloud adoption, IoT devices, and cybersecurity needs, with North America leading market share and Asia Pacific showing highest growth potential.

Viavi Solutions CEO Oleg Khaykin sold 73,442 shares worth approximately $1.3 million, representing 3.68% of his direct holdings. Despite the sale, the company shows strong performance with 26% year-over-year sales growth and potential expansion in data center markets.

The Exposure Management Market is projected to grow at a CAGR of 25.3% from 2024 to 2032, driven by rising cyber threats and the adoption of AI-powered security solutions. The market is expected to reach USD 15.11 billion by 2032, up from USD 1.99 billion in 2023.