Three AI infrastructure stocks just shed billions in market cap in a single session, and the reason has less to do with their earnings than with a mounting anxiety about what the…
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is…
NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further…
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a…
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells…
A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are…
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to…
Copper cables are choking AI clusters, and two optical companies just reported blowout quarters solving that problem in completely opposite ways. One bets on owning every layer of the stack, the other…
Jim Cramer took a hard pass on one buzzy photonics name while steering investors toward two stocks already hauling in NVIDIA investment and posting triple-digit gains. Find out which companies made his…
Cisco cratered despite beating estimates, cool wholesale inflation gave traders a fresh reason to buy, and JPMorgan just raised its Microsoft target to $625. Here is what is moving markets and what…
Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.
South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite…
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…
