AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit…
GoPro is surging on a merger that turns a camera company into an optical-transceiver play, and a famous YouTuber just became its largest individual shareholder. Here is what the move actually means…
Coherent's stock just absorbed a brutal pullback while its forward earnings estimates climbed higher, a rare split that forces a direct question about whether the optical AI infrastructure trade still has legs…
Alex Sirois Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead…
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and…
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet…
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one…
A single AI data center campus demands a staggering length of optical fiber that Corning's CEO says could wrap around the Earth hundreds of times, and a handful of under-the-radar suppliers are…
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…
