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Shares of Coherent Corp. (NYSE:COHR) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical connectivity inside AI data centers. Coherent stock trades at $294.37, and the gain looks substantial in isolation. Yet, the same optical-components trade that lifted Coherent lifted its […]
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...
Though Trimble has lagged behind its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]
A small-cap silicon photonics company has quietly built a cash fortress and locked in a major anchor customer, positioning itself to compete in a $26 billion AI optics market where the giants are not paying attention yet.
GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.
COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.
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.
Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...
A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.
CPAY's Corporate Payments momentum, cross-border expansion and strong cash generation support its growth outlook despite margin pressure.
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.
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.
On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the […]
Coherent has seen a very sharp share price run over the past few years, which naturally raises a simple question for you as an investor: Does the current valuation really line up with the cash flows the business is expected to generate? Coherent has delivered a very large 3 year return of about 9x, which puts a lot of weight on whether its cash generation can keep backing that kind of market enthusiasm. The recent expansion of its pluggable optical line systems for AI focused datacenter...
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 4.1% in the afternoon session after the company announced the expansion of its Pluggable Optical Line System portfolio designed to support artificial intelligence datacenter networks. According to a company press release, the expanded Pluggable Optical Line System portfolio features a full C-band, high-power variable-gain amplifier in a compact QSFP form factor. Designed for 800G ZR and ZR+ digital coherent optics, the hardwar
COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.
Major indexes edged lower as the yield on the 10-year Treasury note pushed past 5%. Markets have had a lot to digest this week: a quarter-point interest-rate hike, fluctuating fuel prices and big tech's P(doom)--aka the probability that AI results in a existentially catastrophic outcome, according to the Silicon Valley ecosystem.
Due to Coherent’s outperformance relative to the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.
Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.
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.
Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth
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%.
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]
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