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…
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR | COHR Price Prediction) stock is off…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up…
The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday. Coherent‘s (NYSE:COHR | COHR Price Prediction) stock is up 16% to $422, leading the group after…
Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41. The single-session pop lifts the stock’s year-to-date (YTD) 2026…
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR | COHR Price Prediction) is off 8% to about…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction)…
Bank of America just nudged its target on Coherent (NYSE:COHR | COHR Price Prediction) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating. The catalyst: Bank…
David Moadel The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up…
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)…
Coherent Corp (NYSE:COHR | COHR Price Prediction) has risen 448.34% over the past twelve months, climbing from $51.39 to $281.79. If you watched that move from the sidelines, the question is fair:…
Austin Smith Coherent Corp (NYSE:COHR | COHR Price Prediction) has been a technology sector standout over the past year, but our model raises a caution flag at current levels. The 24/7 Wall St. Price…
Austin Smith In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m confident the company is at the beginning of a strong inflection point…
