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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Fears that the Democratic sweep could bring tighter AI rules or data-center permitting delays are weighing on Nvidia and other chip stocks, even as the broader market rallied. Traders debate whether the buildout will actually slow, while some also question concentrated AI spending and circular financing; others argue demand remains strong and projects can shift elsewhere.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is under pressure amid a broad semiconductor selloff after Democratic election gains fueled trader concerns that tighter AI and data-center rules could slow infrastructure spending and weaken future memory demand. The community is split between those warning of an AI-trade and memory-cycle downturn and bulls calling the drop an overreaction, arguing demand remains strong and data-center projects may proceed elsewhere.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record third-quarter results and stronger-than-expected outlook, supported by gains from its AI advertising models and expanded buyback authorization, sparked a sharp rally. Many traders see a turnaround and possible short squeeze, while others warn the move may fade and question whether the model-driven growth is sustainable.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys quarterly results beat estimates and management raised its full-year outlook, but the stock sold off sharply after the report. Traders are debating whether the guidance fell short of elevated expectations, with bulls calling the drop overdone and bears focusing on losses and the weak price reaction.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid fears that Democratic gains could bring tighter data-center permitting, alongside a report linking delays at an IREN site to lower Microsoft data-center spending; traders are also bracing for earnings and scrutinizing project execution. Bears worry about construction and regulatory risks, while bulls argue existing power assets and international projects could cushion the impact.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

A strong Q3 report and broader solar-sector strength have drawn bullish interest, while traders are also betting that Democratic gains could improve clean-energy policy support. Others remain cautious about Sunruns outlook, including cash-generation guidance, financing costs and debt.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells steep selloff is centered on its proposed all-stock Lumentum acquisition, with traders citing dilution, concerns it overpaid, and the fixed exchange ratio tying Lumentums value to Marvells share price while the deal remains uncertain. The debate is split between investors who see the transaction as a costly overhang and those who view the combined optical and AI-infrastructure businesses as a long-term opportunity; broader semiconductor weakness and data-center policy concerns add pressure.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

VICR is drawing attention after a sharp selloff broke support, with traders focused on lower technical levels and debating whether the decline reflects continued profit-taking or a broader pullback in AI-related stocks. Dip buyers point to the companys AI power-delivery and licensing growth story, while others see further downside risk.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is drawing attention ahead of its Q3 earnings report, with traders debating whether the recent rebound can hold. Sentiment is split between concerns about weakness in the core Celsius brand, costs and forward guidance, and optimism that Alani Nus growth could support a recovery.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention after a sharp selloff to new 52-week lows ahead of its quarterly earnings report, with traders debating whether election and federal defense-budget uncertainty, recent analyst downgrades, or valuation concerns are weighing on the shares. Some see speculative call buying and the decline as a buying opportunity, while others expect further downside; no specific negative company development is established as the cause.

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Why Is COHR Stock Up Over 5% Overnight?

Coherents quarterly earnings beat and stronger outlook have traders focused on continued AI data-center demand for optical connectivity. Many are bullish on the results, but the stocks decline is fueling debate over broader AI-sector selling and concerns about data-center spending and delays.

The move appears tied to Coherents stronger-than-expected Q1 results and outlook: revenue was $2.37 billion and adjusted EPS was $2.09, both ahead of estimates, while Q2 revenue and EPS guidance also topped expectations. Managements forecast for fiscal 2027 pro forma revenue growth above 60% reinforced expectations for continued AI data-center optical demand.

Equity

Coherent issued an upbeat quarterly report and forecast fiscal 2027 sales to rise over 60%.


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COHR Stock Draws Upgrade As Marvell’s $115B Lumentum Deal Highlights ‘Value Of Scarce AI Optics’

Northland upgraded Coherent following a steep share-price pullback, while JPMorgan maintained its bullish outlook on optical demand ahead of the company's quarterly earnings.

$COHR Q1 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $2.09 up 80.17% YoY
• Reported revenue of $2.37B up 49.89% YoY

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Coherent Corp

 Q1 '27 Earnings Results & Recap

• Reported GAAP EPS of $2.09 up 80.17% YoY
• Reported revenue of $2.37B up 49.89% YoY

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Stocktwits Earnings

• Reported GAAP EPS of $2.09 up 80.17% YoY
• Reported revenue of $2.37B up 49.89% YoY

Coherent Corp. reported Industrial revenue declines following divestitures, $93M operating cash use as inventory growth drove increased working-capital use, and unresolved Huawei export-control discussions with potential penalties.

Coherent Corp. posted 79% Datacenter & Communications revenue growth on continued strong AI datacenter demand, higher gross margin from 37% to 39%, and manufacturing-capacity expansion amid customer demand and industry-wide shortage.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Bullish Sentiment

<ul class="summary-bullets"><li>Coherent’s Q1 revenue rose 50% to $2.37 billion, beating expectations of $2.31 billion.</li><li>Marvell’s bid for Lumentum has revived the focus on the optical networking industry and its key players.</li><li>Retail sentiment for COHR climbed higher in the ‘extremely bullish’ zone.</li></ul>Coherent (COHR) issued an upbeat fiscal first-quarter report and forecast sales and profits above expectations on Wednesday, sending its shares more than 5% higher in overnight trading – a bright spot amid a rout in AI infrastructure stocks as investors parsed the midterm election results.Coherent’s revenue rose 50% to $2.37 billion, beating expectations of $2.31 billion from FactSet. Adjusted earnings per share also beat expectations by 10 cents at $2.09.For the second quarter, Coherent expects earnings between $2.28 to $2.48 a share and revenue between $2.55 billion and $2.75 billion, compared to analysts' expectations of $2.21 per share profit and $2.54 billion in sales, respectively. Notably, the company said its fiscal 2027 revenue will grow more than 60%. On a pro forma basis.“Our established businesses delivered strong growth, while new growth areas are beginning to ramp,” CEO Jim Anderson said in the earnings statement. “As AI data centers transition from copper to optical connectivity, Coherent’s broad photonics platform and manufacturing scale position us to help customers meet rising needs for bandwidth and energy efficiency.”<h2 class="st-heading-2">Marvell-Lumentum Deal Revives Focus On Optical Players&nbsp;</h2>Coherent makes lasers, optical components, and materials used in data centers, and communications and industrial equipment – increasingly viewed as crucial to next-generation data transmission as data centers grow larger and more sophisticated.Investor focus on the optical components space as well as Coherent, has grown after chipmaker Marvell Technology (MRVL)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-strikes-115-b-deal-to-acquire-lumentum/cNG9x21R9PP">agreed to buy</a> Coherent rival Lumentum Holdings (LITE) in an all-stock deal worth $115 billion, announced earlier this week.$COHR became a lot more valuable after the $LITE deal was announced,” The Futurum Group CEO Daniel Newman said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2118095059836911730?s=20">X post</a>.&nbsp;“This quarter was another very good effort beating expectations. The optical impact is probably still a little underappreciated and Coherent is now one of a very small number of companies with a portfolio to realize this opportunity over the next few years.”<a href="https://stocktwits.com/symbol/LITE">Lumentum stock</a> is up 200% in the past 12 months while&nbsp;<a href="https://stocktwits.com/symbol/COHR">Coherent shares</a> have gained nearly 50%, signaling investor interest in the industry.On Wednesday, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/lumentum-sell-off-marvell-offer-raises-chance-alternate-bid">reported</a> that Lumentum could attract rival bids from Advanced Micro Devices (AMD), Intel (INTC), or Nvidia (NVDA), potentially sparking a bidding war as doubts emerge over Marvell’s offer.&nbsp;<h2 class="st-heading-2">Retail View On COHR</h2>On Stocktwits, the retail sentiment for COHR climbed higher in the ‘extremely bullish’ zone.“$COHR Once this dem sweep noise goes away, this will move to where it deserves to be $240+,” a trader&nbsp;<a href="https://stocktwits.com/RyanTheDon/message/668196599">said</a>, referring to Democrats' victory pressuring AI-linked stocks.Another&nbsp;<a href="https://stocktwits.com/tothem00n_/message/668204728">wrote</a>: “$COHR great earnings, back to 400s in 2027.” COHR shares are up nearly 6% year to date as of their last close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a Coherent Corp. logo is seen on a smartphone screen and in the background. 

Coherent issued an upbeat quarterly report and forecast fiscal 2027 sales to rise over 60%.

Lumentum Holdings Inc

$LITE

$IPGP

$COHR

$AAOI

Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
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IPG Photonics Corp

Applied Optoelectronics Inc

Which photonics stock are you most bullish on for the next 5 years - 

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Investors are pivoting to this stock as a premier independent alternative in the optical photonics space following recent sector M&A activity.

Shares saw significant volatility as strong earnings results and robust datacenter growth guidance clashed with broader AI-sector selling pressure.

Bullish traders are highlighting high demand for high-speed connectivity as a structural tailwind for firms specializing in photonic components.

The stock has seen massive daily swings as retail bulls battle institutional sell-offs and algorithmic downward momentum.

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