Viavi Solutions is trading at €37.69, down 7.80%, amid renewed concerns about AI infrastructure spending.

  • Coverage linked weakness in AI-related stocks to reports about OpenAI’s annualized revenue.
  • Coverage described the gap as a difference in how revenue was calculated, not necessarily weaker demand.
  • No fresh company-specific catalyst for the October 12 decline was found; the market backdrop was mixed and did not clearly explain it.