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The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and…
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down…
Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) as a key beneficiary of the multi-year upcycle…
Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising. First…
Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies…
Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026.…
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors…
The story of the week is absolutely massive capex numbers from hyperscalers. Amazon reported earnings last night and guided to…
Pre-Market Stock Futures: Futures are trading mixed this morning after a dreadful day across Wall Street, with all major indices…
Lumentum (NASDAQ: LITE | LITE Price Prediction) reports Q2 2026 earnings after the close on February 3, 2026. The stock…
Summary: Can having losers in your AI portfolio be a good thing? Two of our 24/7 Wall St. Analysts believe…
Shares of Lemonade (NYSE: LMND) are rocketing about 20%, or $11 higher this morning. All after the company posted stronger…
Lumentum (NASDAQ: LITE | LITE Price Prediction) delivered a quarter that rewarded believers in AI-driven optical infrastructure. The company beat…
Our top personal finance-related articles today. Your wallet will thank you later.