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Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...

Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.

The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...

Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...

Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...

LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.

Wall Street analysts are generally a conservative bunch. They rarely model a company tripling its top line, because most companies don’t.

Data center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C.

Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

↗️ Alibaba (HK:9988), (BABA): The tech giant rolled out its most powerful chip yet, doubling down on its bid to control the software and hardware that power its AI ambitions. Shares rose about 2% in Hong Kong.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.

As Lumentum has outpaced relative to its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.

Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Qualcomm Latest AI Play Sends Optical Networking Stocks Higher

Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...

Lumentum (LITE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

The manufacturer of optical and photonic components reported a notable insider sale as its stock surged 443% over past year.

Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.

It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 8.7% to $370.80 on Thursday and was one of the best-performing components in the for the trading session. Fellow optical networking stocks Corning and Coherent each advanced solidly while Lumentum added 0.2%.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

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

The Morning Bull - US Market Morning Update Thursday, Sep, 17 2026 US stock futures are pointing mildly higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors brace for the Federal Reserve’s first rate hike since 2023. The target range is expected to move to 3.75% to 4.00%, which means loan and mortgage costs could edge up from here. At the same time, the US 10 year Treasury yield is sitting near 5%, a level that keeps pressure on everything from credit cards to...