Nvidia Just Opened A $1.9 Billion Position In A Critical AI Supplier
Nvidia bought a $1.9 billion stake in Coherent, signaling a major bet on the optical networking infrastructure powering AI data centers.read more...
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Applied Optoelectronics Up 635.5% in 6 Months: How to Play the Stock
AAOI's shares surge 635.5% in six months as 400G/800G demand builds ---- yet valuation, competition and uneven earnings add caution.
CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?
Credo is betting big on AEC adoption, new product families and a $750M DustPhotonics deal - while Coherent scales transceivers and OCS.
Coherent (COHR) Gains from AI Infrastructure Investment
Coherent (COHR) Gains from AI Infrastructure Investment...
Top Analyst Reports for Broadcom, Berkshire Hathaway & Exxon Mobil
Broadcom sees AI revenue surging 140% in Q2 2026 as VMware integration and networking demand fuel growth momentum.
AXTI Surges More Than 650% YTD: What's Driving the Strong Uptrend?
AXT's 657% YTD surge is tied to booming AI optical-network demand, record backlog growth and major capacity expansion plans.
Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike
Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike...
BofA Raises its Price Target on Coherent (COHR)
BofA Raises its Price Target on Coherent (COHR...
COHR Dives Into AI Market: Can Concentration Risks Affect Top Line?
Coherent's AI datacenter surge drove 75% of Q3'26 revenues, but industrial declines and customer concentration risks could pressure growth if tailwinds fade.
AXTI's AI-Driven Surge: Can Its Record Backlog Aid the Strong Uptrend?
AXTI's indium phosphide backlog tops $100M in Q1 2026 as AI data center demand lifts optical components, but export permits remain a hurdle.