POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one…
AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another…
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14%…
A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely, and two companies are already racing to fill a supply gap that…
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of…
Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for…
A surprise earnings print just sent one optical networking stock surging past the broader semiconductor rally, and it is pulling the entire photonics sector along for the ride.
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…
A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely…
Four earnings reports next week could either validate or shatter the AI infrastructure trade, and one struggling space economy name is hanging by an even thinner thread.
Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct…
Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory, but the gap between growth excitement and financial reality may be wider…
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.
