Coherent (NYSE:COHR) has outperformed the market over the past 20 years by 11.13% on an annualized b

Beyond NVIDIA: The AI trade is moving past chips. Explore the companies solving the huge physical bo

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough el

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory,

The first wave of AI investing focused on companies building powerful processors. But as AI systems

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's s

President Trump says Apple and Nvidia will work with Intel on US chip manufacturing, signaling a maj

Coherent announced a Texas facility expansion to increase production of AI networking technologies u

Coherent Corp. (NYSE:COHR), the global photonics leader, today announced it has signed a letter of i

SpaceX surged as high as $175 in the largest IPO ever, triggering a sharp sell-off across space and

The Nasdaq 100 sank 3.3% Tuesday as AI and optical stocks cratered, while cash rotated into real est

Nokia (NOK) stock aims for a swift recovery on Monday after Friday's sharp decline, lifted by AI

AI and semiconductor strength pushes U.S. stocks to fresh records Tuesday, led by Marvell and HPE.

Jensen Huang confirms data center are shifting to optical interconnects. Marvell gets the attention,

U.S. stocks climbed to fresh record highs by midday Friday as investors piled further into the artif

Nokia (NOK) stock cools down after a massive AI-driven rally to 52-week highs. Here are the key supp

BofA says company fundamentals do not support the semiconductor bubble narrative. Nvidia, Micron and

US manufacturing PMI hit a 48-month high in May. But it's AI infrastructure capex, not Trump&#39

Nvidia bought a $1.9 billion stake in Coherent, signaling a major bet on the optical networking infr

Citrini Research named Wolfspeed its single-stock highlight, calling the post-bankruptcy setup "

CME FedWatch now prices a Fed hike at 56% by December 2026. Polymarket sits at 33%. AI stocks, gold

The new 2X leveraged ETFs are tied to STX, SNDK, AMAT, and other AI and semiconductor stocks amid ri

Nasdaq 100 hit a fresh record Wednesday despite a hot 6% April PPI print, as Nvidia rallied for a si

Tower Semiconductor (TSEM) shares surge 15% after Q1 earnings beat and upbeat guidance. Gross margin

President Donald Trump arrives in China for a high-stakes meeting with President Xi Jinping, bringin

The first US-listed photonics ETF debuts as Lumentum, Coherent and AAOI fly. 15 of EUV's 40 hold

Small caps lead a mixed Wall Street session as Trump rejects Iran's peace response, sending crud

US stocks rise, Nasdaq up 0.3%. Liquidia Corp (LQDA) beats Q1 expectations, shares rise 15.7%. Other

Lumentum, Ondas and Applied Optoelectronics rallied over 1,000% in 12 months. Two report earnings th

Seven AI-linked names with combined market caps of $830 billion report this week — and options marke

Pressure From Oil

Tech stocks rise as the Nasdaq 100 targets an 8-day streak, even as inflation spikes and consumer se

Jim Cramer warns the market rally is too narrow, heavily driven by Micron and memory stocks sitting

WTI crude oil fell 2% after Iran's President signaled readiness to end war. Nasdaq QQQ surged 3.

US stocks fall midday Thursday as Tehran rejects Washington's ceasefire proposal, sending Brent

(Editor’s note: The future prices of benchmark tracking ETFs, the lede, and the headline were update

The demonstration uses a silicon MZM without use of exotic materials targeting next-generation 3.2T

U.S. stocks fall to four-month lows as oil surges above $110, Treasury yields spike, and markets pri

Stocks drop as surging oil prices and a more hawkish Federal Reserve reignites stagflation fears. Tr

U.S. equities fell broadly Wednesday as Brent Crude surged past $108 on reports of Iranian energy-fa

U.S. stocks lower, Dow Jones falls 200 points, Macy's Inc shares rise 7.6% on better-than-expect

US stock futures down 0.1% as Microvast Holdings Inc reports weak earnings, shares dip 22.9%. Other

Positive Positioning

Nvidia commits over $36B to AI partners in 30 days — more than Iceland's GDP — as Jensen Huang r

While Nvidia gets the headlines, the companies building AI's "high-speed highways" are t