Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR | COHR Price Prediction) is off 8% to about…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction)…
Bank of America just nudged its target on Coherent (NYSE:COHR | COHR Price Prediction) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating. The catalyst: Bank…
David Moadel The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up…
The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
Coherent Corp (NYSE:COHR | COHR Price Prediction) has risen 448.34% over the past twelve months, climbing from $51.39 to $281.79. If you watched that move from the sidelines, the question is fair:…
Austin Smith Coherent Corp (NYSE:COHR | COHR Price Prediction) has been a technology sector standout over the past year, but our model raises a caution flag at current levels. The 24/7 Wall St. Price…
Austin Smith In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m confident the company is at the beginning of a strong inflection point…
What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other? Although Nvidia (NASDAQ:NVDA | NVDA Price…
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
If you searched for a biotech or health sciences ETF and landed on Fidelity Disruptive Technology ETF (NYSEARCA:FDTX), there is something important to clarify upfront: this fund carries zero healthcare sector exposure.…
Summary: With several optics-related stocks having already surged dramatically, investors are wondering if there are still any great plays to take advantage of. During a recent episode of The AI Investor…
Coherent (NYSE: COHR | COHR Price Prediction) is set to join the S&P 500 on March 23, 2026, creating a date-certain mechanical buying catalyst that has investors watching whether the recent pullback will…
Trey Thoelcke 
