Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
SYMBOTIC INC (SYM) delivered earnings and revenue surprises of -25.00% and +0.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that would shock most bears right now.
Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links. […]
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.
Chip stocks are on the move, inching higher to shake off some recent losses. The PHLX Semiconductor Index is up 1.3%, with 27 of its 30 stocks in the green despite the broader market sell-off fueled by a reignited U.
In late June 2026, Coherent Corp. was added to several Russell Growth benchmarks, including the Russell 1000 Growth and Russell Midcap Growth, while being removed from the Russell 2500 and Russell 2500 Value indices amid a sector-wide reset in semiconductor and AI infrastructure stocks. This index reshuffling underscores how investors are increasingly viewing Coherent as a growth-oriented AI optics provider, even as broader chip valuations come under pressure. Against this backdrop of...
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
While Garmin has underperformed the Dow Jones Industrial Average over the past year, analysts remain cautiously optimistic about the stock's long-term prospects.
Fortive has underperformed the S&P 500 recently, and analysts remain cautious about the stock’s prospects.
Investing.com -- Soitec SA shares dropped over 13% on Wednesday after Jefferies downgraded the French semiconductor substrate maker to “underperform” from “hold,” setting a price target of €85, a 39.35% discount to Tuesday’s close of €140.15, citing a disconnect between the stock’s valuation and its underlying fundamentals.
LITE's 15% drop highlights AI expansion risks, but rising CPO demand, earnings growth and hyperscaler spending may support a rebound.
A number of stocks fell in the afternoon session after a stronger-than-expected May jobs report fueled concerns that the Federal Reserve will keep interest rates elevated.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR) is off 8% to about $346, and Lumentum (NASDAQ:LITE) is sliding 4% to around $829. The drops look dramatic on the day, yet they barely dent the year’s gains. AAOI stock is ... Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off
Nvidia (NASDAQ:NVDA) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world’s largest company. Undoubtedly, if there’s ... Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE) is off 9% and Coherent (NYSE:COHR) has slipped 6%. There’s no fresh negative catalyst tied to any single name. Instead, momentum traders appear to be cashing out ... Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike
Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.
APH slides 12.3% in a month, yet records $9.4B orders and AI demand rises as CCS debt and integration risks mount.
COHR posts strong Q3 growth driven by booming AI networking demand, though shares slip after the earnings release.
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%. The selloff is sector-wide. Ciena (NYSE:CIEN) is lower by 10% and Fabrinet (NYSE:FN) is down 8%, confirming this is correlated basket selling rather than ... Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
