Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval. Lumentum (LITE), Coherent (COHR), and Vertiv (VRT) were announced as additions to the S&P 500…
*Update at 5:30 p.m. ET: The S&P 500 added Vertiv (VRT), Lumentum (LITE), and Coherent (COHR) in addition to EchoStar (SATS). Match Group, Molina Healthcare, Lamb Weston, and Paycom were deleted. It’s…
Live Updates NVIDIA Shares Are Down 1.6% in Afternoon Trading While Consumer Staples Sink 2:40pm ETToday has turned into a route across the market. Interestingly, tech isn’t leading the sell-off. NVIDIA is down about…
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.…
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for…
Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) as a key beneficiary of the multi-year upcycle in the optics sector, fueled by explosive hyperscaler spending on AI infrastructure…
Rich Duprey Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising. First it was up 10%, then 15%, and then after 8 a.m. it…
Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models. Their…
Rich Duprey Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026. Recently, Eric Bleeker and Austin Smith focused their attention on the competitive…
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) | AMZN Price Prediction just announced $200 billion in…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026. Recently,…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors will want to keep an eye on in 2026. Recently, the two…
The story of the week is absolutely massive capex numbers from hyperscalers. Amazon reported earnings last night and guided to $200 billion in capital expenditures, Wall Street had expected them to announce…
Pre-Market Stock Futures: Futures are trading mixed this morning after a dreadful day across Wall Street, with all major indices closing lower except the Russell 2000. What began in late December and…
Live Updates Lumentum Shares Back to 9% Gains 4:49pm ETLumentum is holding onto gains, but shares are off their highs after releasing earnings. As of 4:50 p.m. ET, shares are up about…
