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The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.

AXT Inc. (NASDAQ:AXTI) saw its share price climb by 11.49 percent on Wednesday to close at $64.30 apiece after it was named as one of the five semiconductor beneficiaries in the accelerating co-packaged optics sector. Following a five-day visit to Semicon Taiwan 2026, investment firm Needham & Company underscored the huge role of co-packaged optics […]

Needham calls CPO the most important technology transition for AI networking through 2028

The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains.

AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.

Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.

Coherent happens to be one of the more relevant names in the AI data center boom yet COHR stock may be currently priced at a discount.

COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.

Ciena just bounced hard off a brutal month-long selloff, but Corning is barely moving while the broader market sits in the red. The divergence inside the optics sector points to something more specific than a simple reversal.

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

A surprise equity filing sent Corning to the bottom of the S&P 500 and pulled the entire AI optical sector down with it, raising a pointed question about whether a stock that surged 67% this year just flashed a warning sign for the broader hyperscaler buildout trade.

Microsoft stock rises even as the AI trade gets hit hard after the company releases its AI model code of conduct.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Corning stock is one of the worst-performing S&P 500 stocks in the trading session and it isn’t just because of the AI-trade selloff.

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

Networking hardware firm Ciena Corporation (NYSE:CIEN)’s shares are up by more than 150% over the past year. As is the case with other networking equipment providers, the firm is also benefiting from the AI buildout. Cramer discussed Ciena Corporation (NYSE:CIEN) in his morning appearance on September 3rd and commented on the impact of the recent […]

Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

Coherent (COHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.

TT's strong backlog, robust HVAC demand and rising earnings estimates highlight its growth prospects and financial flexibility.

Goldman Sachs, RTX and Abbott headline today's research, with growth drivers, risks and strategic moves shaping their outlooks.

Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]

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

Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.

AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.

AI-driven data center demand is boosting photonics, with LITE, COHR and MTSI offering strong short-term price upside.