12:33pm ET
Investing
SK Hynix Just Expanded Coherent’s AI Upside
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.
Companies
/Technology
Coherent Corp
$295.83
▲ $5.22 (+1.80%) today
Markets closed · 6:52pm ET
COHR Coverage
Page 2
9:22am ET
Investing
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
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…
9:22am ET
Investing
A Single Meta Data Center Will Require “8 Million Miles of Fiber.” These Stocks Are Cashing In On the 802 Data Centers Currently Under Construction
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…
4:27pm ET
Investing
Coherent, Teradyne, and Ciena Are the S&P 500’s 3 Biggest Decliners on Tuesday
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…
1:56pm ET
Investing
Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
1:45pm ET
Investing
Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol
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…
10:28am ET
Investing
Inside NVIDIA’s Portfolio: A $30 Billion Intel Bet and Other Surprising Holdings
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…
11:40am ET
Investing
AXT Soars Again on Monday to Lead Optics Stocks. Coherent and Lumentum Rally on Indium Phosphide Price Hikes
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…
12:17pm ET
Investing
Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week
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…
9:05am ET
Investing
Reddit is Up 11% Premarket After S&P 500 Addition. Here’s How Other New S&P 500 Stocks Performed.
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…
2:35pm ET
Investing
Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote
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…
1:15pm ET
Investing
Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar
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…
12:51pm ET
Investing
Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics
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…
10:00am ET
Investing
Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August
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…
9:27am ET
Market News
Live Nasdaq Composite: Stocks Tilt Higher Even as Cisco Falls on Profit Taking After Earnings
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…