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Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely, and two companies are already racing to fill a supply gap that could take years to close.
The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and tech heavy Nasdaq futures gaining around 0.4%. Softer U.S. jobs data is a key driver. July payrolls fell by 23,000, which reduces the chance of another interest rate hike and can ease pressure on mortgages, credit cards and auto loans. At the same time, Strait of Hormuz risks are keeping oil elevated, which feeds into fuel and...
AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.
Today Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.
Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.
Coherent heads into fiscal Q4 earnings with strong AI demand, capacity expansion and margin gains, but its sharp rally and premium valuation support a Hold.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
GDS Holdings heads into the Q2 earnings release with revenue growth expected from AI-driven data center demand, domestic chip adoption and a swelling backlog.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.
AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.
LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.
Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company’s latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%
HRB heads into fiscal Q4 results with revenues expected to rise 0.6%, as client retention, AI investments and assisted tax demand support growth.
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
U.S. stocks haven't had a week this strong for months. The S&P 500 and Dow are up 2.9% and 2.7%, respectively, through Thursday—putting both on track for their largest weekly gains since the week ending April 17.
Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
In recent days, Coherent has drawn attention as analysts highlighted expectations for strong year-over-year earnings and revenue growth ahead of its August 12 fiscal fourth-quarter report, alongside its expanding role in AI-related optical networking. At the same time, reports of potential U.S. restrictions on Chinese optical transceivers and Coherent’s positioning as a leading supplier have sharpened focus on the company’s role in critical AI data center infrastructure. Against this...
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
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