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…
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…
