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Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

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.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

Stock Market Today: The Dow Jones index rose Tuesday ahead of the Fed's two-day policy meeting. SpaceX stock surged in premarket trading.

The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported third quarter results that exceeded analyst expectations, yet shares fell 5.6% in after-hours trading Tuesday as investors focused on the company’s debt position and sustainability of margin gains.