Stock futures are pointing slightly higher after a sluggish start to the week, as investors await th

The optical sector has heated up again ahead of earnings, judging in part by a new ETF that's exciti

Goldman Sachs Asset Management's Sung Cho, co-head of public technology investing, argues the AI tra

Next week, earnings season focused on AI, optical hardware, and space communications. Retail traders

Earnings set to hit the tape Tues. Options market implying post-print swings for 5 stocks, from heal

Coherent Corp. stock drops Monday as market participants engaged in aggressive profit-taking and de-

Crude surges above $80 and the 10-year yield hits an August high as an Iran-US deal on the Strait of

Shares of Coherent (NYSE:COHR | COHR Price Prediction) are sliding midday Monday, with Coherent stoc

Lumentum stock continues to rebound, reaching its highest level since June 16 as investors await its

Lumentum stock, a company that is backed by Nvidia, will be in the spotlight as the company publishe

Applied Materials, Coherent, CoreWeave and eight other names carry double-digit implied earnings mov

It's time for a cost-of-living checkup.

Arista Wealth Management LLC acquired a new stake in shares of Lumentum Holdings Inc. (NASDAQ: LITE)

Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipat

Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the o

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though

Applied Optoelectronics reported second-quarter 2026 GAAP revenue of $191.9 million, versus $103 mil

This whale alert can help traders discover the next big trading opportunities. Whales are entities w

China controls more than 50% of the global transceiver market, and the Federal Communications Commis

Lumentum Holdings Inc. remains well positioned ahead of its upcoming fiscal Q4 earnings as agentic A

Roundhill expands its AI ETF playbook with Neocloud (NCLD) and Photonics (LYTE) funds, targeting the

https://www.trendforce.com/news/2026/08/06/news-inp-shortage-emerges-as-ai-optical-interconnect-bott

Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address c

BNP Paribas warns a proposed U.S. ban on Chinese AI components could disrupt Broadcom, Marvell and N

CRDO and LITE are riding AI-driven demand for photonics, with growth outlooks, expanding optical por

Lumentum Holdings Inc. (NASDAQ:LITE) shares are jumping Tuesday after Reuters reported the Trump adm

Lumentum (LITE), Coherent (COHR) and Ciena (CIEN) climbed on Tuesday after a Reuters report said the

The U.S. is reportedly drafting a ban on Chinese optical transceivers, driving rallies in networking

Lumentum (LITE) possesses the right combination of the two key ingredients for a likely earnings bea

Shares of Applied Optoelectronics (NASDAQ:AAOI) are surging Tuesday morning, with the stock up 17% t

Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans t

Lumentum stock jumped by over 13% in the premarket session after a highly bullish statement from Miz

The S&P 500 is on the brink of notching a record high as tech extends its recent rebound.

Crude tumbles nearly 6% after Trump cancels a strike on Iran, lifting the S&P 500 1.3% and the R

Corning’s (GLW) earnings selloff hit AI infrastructure ETFs as investors weigh the future of fiber o

A deepening chip rout drags the Nasdaq while Coca-Cola and Sherwin-Williams beats power the Dow; oil

Corning Q2 earnings beat estimates, while in-line guidance weighed on peer stocks including Coherent

Buying In Semis Please click here for an enlarged chart of Direxion Daily Semiconductor Bull

Credit: Michael Hurlston(CEO Lumentum) and Anna Tutova(Founder AI Crypto Minds) at RAISE AI Summ

Barclays analyst Tom O'Malley upgrades Lumentum Holdings (NASDAQ:LITE) from Equal-Weight to O

Growth and chip stocks led a mixed Wall Street tape Monday as the S&P 500 and Nasdaq 100 rose wh

Moonshot Winners And Losers Please click here for an enlarged chart of Micron Technology Inc

Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 25.12% on an a

A brutal semiconductor and memory selloff dragged the Nasdaq and tech sector lower, even as soft Jun

TD Cowen analyst Sean O'Loughlin maintains Lumentum Holdings (NASDAQ:LITE) with a Hold and lo

Lumentum Holdings (NASDAQ: LITE) stock trades higher on Thursday. Sector catalysts include Meta'

U.S. stocks higher, Nasdaq up 150+ points. Aehr Test Systems shares rose 13.6%. Other big gainers in

Applied Optoelectronics (AAOI) tumbled 17% after Zuckerberg's AI comments, yet the AI networking

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

Semiconductors cratered Friday, dragging the stock market lower, while health care and software led