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Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings
David Moadel |

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Shares of Coherent (NYSE:COHR | COHR Price Prediction) are sliding midday Monday, with Coherent stock down 12% to $333.83 as…

Up 26%, SpaceX Briefly Breaks Above IPO Price. Fundamental Turnaround or Short Squeeze?
Rich Duprey |

Up 26%, SpaceX Briefly Breaks Above IPO Price. Fundamental Turnaround or Short Squeeze?

Mega IPOs have a well-documented habit of disappointing early investors. Data from Jay Ritter at the University of Florida shows…

Intel Stock Drops After $15 Billion Share Sale. Is AI Spending Getting Too Expensive?
Rich Duprey |

Intel Stock Drops After $15 Billion Share Sale. Is AI Spending Getting Too Expensive?

Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are…

SMCI Price Prediction: High Risk, High Reward, Huge Potential
Vandita Jadeja |

SMCI Price Prediction: High Risk, High Reward, Huge Potential

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an…

Will Apple Have To Increase iPhone Prices?
Douglas A. McIntyre |

Will Apple Have To Increase iPhone Prices?

Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the…

Why Micron is Decisively Better Positioned Than Intel Now
Alex Sirois |

Why Micron is Decisively Better Positioned Than Intel Now

Both Micron and Intel just reported earnings that crushed expectations, but one company is locking in guaranteed billion-dollar AI contracts…

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming
Alex Sirois |

ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's…

Scott Bessent Calls the Strait of Hormuz “Irrelevant.” Chevron Shows Exactly How It Happens
Rich Duprey |

Scott Bessent Calls the Strait of Hormuz “Irrelevant.” Chevron Shows Exactly How It Happens

Washington wants to strip Iran of its most powerful economic weapon, and Chevron is already involved in one of the…

The Mag 7 Face-Off: Only 2 Come Out on Top
Vandita Jadeja |

The Mag 7 Face-Off: Only 2 Come Out on Top

The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most…

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