News

Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links. […]

COHR is benefiting from the AI infrastructure boom as rising demand for optical networking strengthens its growth outlook despite valuation concerns.

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

Chip stocks came under pressure on a recent down session for the S&P 500, and Coherent (COHR) was among the index’s weakest performers as the benchmark slipped roughly 0.3% intraday. See our latest analysis for Coherent. Beyond the latest drop, Coherent’s share price has pulled back 28.71% over the past month and 10.74% over the past quarter. However, the year-to-date share price return is 39.61% and the 1-year total shareholder return is 160.12%, which indicates that longer-term momentum has...

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.

Corning surpasses expectations with its second-quarter earnings, but the stock falls on in-line guidance.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

It's been a tough trading day for the S&P 500, but if you take a look under the surface, the market was actually holding up alright. The S&P 500 was down 0.3% after trading more than 0.9% higher earlier in the session. Chip stocks were the weakest link, with Sandisk, Coherent, and Lam Research as the index's worst performers.

Micron, AMD and memory names fall as risk appetite weakens

COHR is transforming into an optical networking powerhouse, delivering strong growth, expanding production capacity, and securing long-term commitments over industry peers.

Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

Coherent is scheduled to post its fourth-quarter results in August, and analysts predict a double-digit surge in the company’s bottom-line figure.

For a retirement portfolio that needs a single, defensible AI infrastructure play, NVIDIA (Nasdaq: NVDA) remains a frontrunner. The stock trades at $212.06, and reports that the company is silently acquiring long-haul dark fiber across the U.S. only sharpen the bull case. Dark fiber is unlit optical cable already in the ground but not yet ... NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.

Coherent's AI infrastructure momentum, expanding profitability and stronger valuation make it the more compelling opportunity over Arm Holdings.

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

Coherent Corp. previously announced it would release financial results for the quarter ended June 30, 2026, on August 12 after the New York Stock Exchange closed, followed by a live webcast for investors to discuss the numbers and outlook. Behind this earnings announcement is a business that has recently delivered strong revenue and earnings growth versus peers, supported by positive analyst sentiment and momentum in AI-related semiconductor demand. With Coherent’s recent earnings momentum...

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Applied Optoelectronics sees surging demand for AI-driven optical networking products as it expands U.S. manufacturing, but intensifying competition could test its momentum.

Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Today, July 20, 2026, semiconductor and AI infrastructure shares pared early gains as U.S.-Iran tensions and crude oil gains pressured markets.

Lumentum stock rallies as Barclays upgrades it to 'Overweight.' Here’s why analyst Tom O’Malley recommends owning LITE shares.

Lumentum Holdings was among the hottest names in the artificial-intelligence trade at the start of the year. After a couple rocky months, it is time to buy, according to Barclays. The firm upgraded Lumentum shares to Overweight from Equal Weight and reiterated a price target of $1,000 in a research note Monday.

KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

Dave, V2X and Coherent are highlighted in Zacks' industry outlook as companies benefiting from favorable trends and sector-specific growth drivers.

IPG Photonics (NASDAQ:IPGP) said it has signed a binding offer with Lumibird SA to acquire Lumibird Medical, a medical laser systems business focused primarily on ophthalmology, in a transaction the company said would expand its exposure to higher-margin medical markets. On a conference call discus

The Zacks Technology Services industry is growing rapidly, fueled by the swift adoption of remote work and other technological advancements, boosting revenues and cash flow since the pandemic. DAVE, VVX and COHR are expected to follow the growth momentum.

With a fortress balance sheet and a trove of essential patents, this overlooked display-tech leader has the clear markings of a takeover target.