News

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Investing.com -- Mizuho highlighted an optical components maker in a note Tuesday, telling investors it would be a buyer of the company ahead of its fiscal fourth-quarter results on Aug. 11.

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

Lumentum Holdings will release its fourth-quarter earnings next month, and analysts anticipate a robust triple-digit bottom-line growth.

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.

Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.

(Bloomberg) -- As Wall Street debates whether the billions of dollars being plowed into artificial intelligence will ever pay off, hedge fund manager Val Zlatev is making record profits for his firm by betting on the picks and shovels used to power the AI rush.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Pus

The list is dominated by semiconductor and computer-hardware manufacturers.

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

The Dow Jones hit a new high and SpaceX kept rising. But chips and most AI stocks fell. Fed chief Kevin Warsh's comments will be in focus Wednesday.

Stock Market Today: The Dow Jones index rose Tuesday ahead of the Fed's two-day policy meeting. SpaceX stock surged in premarket trading.

The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.

(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Some companies spend decades on the Nasdaq without ever cracking the inner circle. Then one Friday afternoon, an announcement changes everything. That very scenario just happened to Lumentum Holdings (LITE). Nasdaq announced it would replace CoStar Group (CSGP) with Lumentum in the Nasdaq-100 Index ...

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Lumentum stock surged Monday after the company said it would join the Nasdaq 100 index, reigniting a rally in AI-linked optical networking shares.