Shares of Corning Incorporated (NYSE:GLW | GLW Price Prediction) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes…
GoPro is surging double digits while its supposed optical-sector peers sit flat or fall, and no deal update has hit the wire. Something is driving this stock, and it may not be…
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit…
GoPro is surging on a merger that turns a camera company into an optical-transceiver play, and a famous YouTuber just became its largest individual shareholder. Here is what the move actually means…
Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead…
A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something…
Rate hike fears rattled markets heading into the Labor Day weekend, and Wall Street analysts responded with a flurry of bold calls on utilities, farm equipment giants, and a ticketing upstart that…
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and…
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet…
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
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…
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…
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…
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors…
Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech,…
