Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) as a key beneficiary of the multi-year upcycle in the optics sector, fueled by explosive hyperscaler spending on AI infrastructure…
Rich Duprey 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…
Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models. Their…
Rich Duprey Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026. Recently, Eric Bleeker and Austin Smith focused their attention on the competitive…
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) | AMZN Price Prediction just announced $200 billion in…
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,…
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors will want to keep an eye on in 2026. Recently, the two…
The story of the week is absolutely massive capex numbers from hyperscalers. Amazon reported earnings last night and guided to $200 billion in capital expenditures, Wall Street had expected them to announce…
Pre-Market Stock Futures: Futures are trading mixed this morning after a dreadful day across Wall Street, with all major indices closing lower except the Russell 2000. What began in late December and…
Live Updates Lumentum Shares Back to 9% Gains 4:49pm ETLumentum is holding onto gains, but shares are off their highs after releasing earnings. As of 4:50 p.m. ET, shares are up about…
Summary: Can having losers in your AI portfolio be a good thing? Two of our 24/7 Wall St. Analysts believe it is. During a recent discussion on The AI Investor Podcast, Eric…
Shares of Lemonade (NYSE: LMND) are rocketing about 20%, or $11 higher this morning. All after the company posted stronger than expected earnings, and raised its guidance again. While it posted an…
Lumentum (NASDAQ: LITE | LITE Price Prediction) delivered a quarter that rewarded believers in AI-driven optical infrastructure. The company beat earnings expectations while guiding higher, though a modest revenue miss sparked initial…
Joel South Pre-Market Futures: The futures are trading higher on this Halloween Friday, following a rollercoaster day on Wall Street that ultimately saw all the major indices finish in the red, with the NASDAQ…
It should be a very good Monday if you own shares of NVIDIA (Nasdaq: NVDA | NVDA Price Prediction) or other stocks in the semiconductor space. Late Friday night, industries like computers, smartphones, semiconductors, and other…
