Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated…
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and…
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the…
The Aura AI Photonics ETF just launched with no trading history and a narrow thematic bet on light-based data center tech, and four upcoming hyperscaler earnings calls will determine whether that bet…
Michael Williams Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for…
Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about…
Two semiconductor ETFs hold nearly identical stocks, yet one has left the other in the dust this year by a staggering margin. The difference has nothing to do with which chips are…
A surprise earnings print just sent one optical networking stock surging past the broader semiconductor rally, and it is pulling the entire photonics sector along for the ride.
Record ETF inflows are rewriting the rules of passive investing, but the money flooding into funds isn't spreading across the market the way most investors assume. What's hiding inside your index fund…
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.
While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's…
SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the…
A single analyst note on one memory chip stock just sent leveraged semiconductor ETFs on a wild ride, but the same funds lost catastrophic ground only weeks earlier when tariffs hit the…
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely…
