Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that…
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep…
Data centers used to top out at around 50 megawatts. The next wave of facilities will draw more than a gigawatt apiece, consuming more power than entire cities the size of San…
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)…
On the April 29, 2026 episode of Mad Money, a caller named Dave from Illinois asked Jim Cramer and Jeff Marks for a deeper dive on Ciena (NYSE:CIEN | CIEN Price Prediction),…
Omor Ibne Ehsan Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded…
This AI rally has quickly turned into a data center rally, where sensible valuations are hard to find. The one glaring exception is Amphenol (NYSE:APH). Before discussing Amphenol, it's worth surveying what…
Ciena Corp (NYSE:CIEN | CIEN Price Prediction) has risen 814% over the past year, climbing from $54.03 to $494.01. If you watched that move from the sidelines, the question is obvious: is…
Austin Smith Ciena (NYSE:CIEN | CIEN Price Prediction) has returned 711.7% over the past year, making it one of the top performers in technology, and our model sees more room to run. The 24/7…
Austin Smith The Invesco QQQ Trust (NASDAQ: QQQ) is down 10.7% since February 1, and the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has shed 9.1% over the same stretch. The CBOE Volatility Index…
A T. Rowe Price analyst recently said something worth paying close attention to if you’re watching the AI infrastructure buildout. His focus wasn’t on NVIDIA itself, but on what breaks first as…
Ciena (NYSE:CIEN | CIEN Price Prediction) is up 8.9% in Tuesday’s session, climbing from $318.54 to $346.89 intraday. Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) are right behind, up 7.77% and 7.02% respectively. The…
Artificial intelligence (AI) infrastructure stocks are staging a meaningful rebound this Monday afternoon, outperforming a broader market still digesting Friday’s volatility spike. After a sector-wide selloff on March 6 pushed the VIX…
Live Updates Tariff's Struck Down12:41pm ETPresident Trump has declared he will pursue a Plan B in the wake of the U.S. Supreme Court’s decision to strike down his administration’s emergency tariff policy,…
