What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other? Although Nvidia (NASDAQ:NVDA | NVDA Price…
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
If you searched for a biotech or health sciences ETF and landed on Fidelity Disruptive Technology ETF (NYSEARCA:FDTX), there is something important to clarify upfront: this fund carries zero healthcare sector exposure.…
Summary: With several optics-related stocks having already surged dramatically, investors are wondering if there are still any great plays to take advantage of. During a recent episode of The AI Investor…
Coherent (NYSE: COHR | COHR Price Prediction) is set to join the S&P 500 on March 23, 2026, creating a date-certain mechanical buying catalyst that has investors watching whether the recent pullback will…
Trey Thoelcke Coherent (NYSE:COHR | COHR Price Prediction) CEO Jim Anderson did not mince words when describing what the new NVIDIA supply agreement actually means for his company. In a recent Mad Money interview,…
Ciena (NYSE:CIEN | CIEN Price Prediction) is up 8.9% in Tuesday’s session, climbing from $318.54 to $346.89 intraday. Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) are right behind, up 7.77% and 7.02% respectively. The…
Are you feeling the whipsaw? Shares of Applied Optoelectronics (AAOI) and Lumentum (LITE) both surgied roughly 15% in Monday’s session, with AAOI trading at $110.62 and LITE at $640.69. The rally comes after…
Friday’s S&P 500 rebalancing made it official. Lumentum (LITE), Coherent (COHR), EchoStar (SATS), and Vertiv (VRT) were all added to the index, and today — Monday, March 9, 2026 — is their…
Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval. Lumentum (LITE), Coherent (COHR), and Vertiv (VRT) were announced as additions to the S&P 500…
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.…
Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising. First it was up 10%, then 15%, and then after 8 a.m. it…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026. Recently,…
Live Updates Coherent Shares Now Down 3% 5:43pm ETCoherent’s share price has been fading during their call. Its similar to Alphabet, which followed a similar pattern. Shares have still seen a significant…
Eric Bleeker Coherent Inc (NYSE: COHR) | COHR Price Prediction reports FY2026 Q2 earnings today after market close, with Wall Street expecting the optical components supplier to extend its five-quarter beat streak amid surging…
