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The Nasdaq Composite dipped 0.3%. It comes down to the “usual suspects,” notes Joe Mazzola, head trading and derivatives strategist at Charles Schwab: oil, Treasuries, and tariffs. Reports that Yemen’s Houthis attacked Saudi Arabian oil facilities caused oil prices to spike today.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
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.
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported third quarter results that exceeded analyst expectations, yet shares fell 5.6% in after-hours trading Tuesday as investors focused on the company’s debt position and sustainability of margin gains.
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