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Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Fidelity Investments, an investment management company, recently released its first-quarter 2026 investor letter for “Fidelity Growth Strategies Fund”. A copy of the letter is available to download here. The Fidelity Growth Strategy is a diversified equity strategy aimed at domestic midcap growth stocks. The approach focuses on identifying quality companies that deliver steady above-average growth […]

Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.

Coherent has notably outperformed the broader market over the past 52 weeks, and Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.

By Karen Roman POET Technologies Inc. (Nasdaq: POET) said it closed its direct offering by issuing about 19 million common shares in a sale totaling $400 million to a single […]

Broadcom sees AI revenue surging 140% in Q2 2026 as VMware integration and networking demand fuel growth momentum.

AXT's 657% YTD surge is tied to booming AI optical-network demand, record backlog growth and major capacity expansion plans.

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

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.

Coherent Corp. (NYSE:COHR) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 13, 2026, BofA raised the firm’s price target on Coherent Corp. (NYSE:COHR) to $400 from $365 while maintaining a Neutral rating on the shares. The firm updated its 2030 AI data center systems total addressable market estimate […]

Coherent's AI datacenter surge drove 75% of Q3'26 revenues, but industrial declines and customer concentration risks could pressure growth if tailwinds fade.

Shares in Delta and Macy’s rise after Berkshire Hathaway initiates positions. Dominion rallies on reports of a takeover by NextEra Energy.

Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

In early May 2026, Coherent Corp. reported third-quarter fiscal 2026 results showing sales of US$1.81 billion and net income of US$191.40 million, sharply higher than a year earlier, alongside revenue guidance of US$1.91 billion to US$2.05 billion for the fourth quarter. These results came as Coherent deepened its role in AI data center infrastructure, underpinned by long-term supply agreements and a multi‑billion‑dollar partnership with NVIDIA that aligns its expanded photonics capacity...

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

AXTI's indium phosphide backlog tops $100M in Q1 2026 as AI data center demand lifts optical components, but export permits remain a hurdle.

FEATURE Stock futures were falling Friday amid concerns over soaring Treasury yields and a lack of progress on trade policy following the summit between President Donald Trump and China’s Xi Jinping.

LITE's Components unit surges 77% on booming AI optics demand, with key products sold out as hyperscale data center growth accelerates.

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index […]

AAOI teams with Mediacom on DOCSIS 4.0 network upgrades, supplying amplifiers and software to boost capacity, reliability and cut costs.

Wondering if Coherent at US$403.71 is priced for perfection or still offers value? This article walks through the key signals that matter for you. The stock has been volatile, with returns of 17.1% over the last week, 31.1% over the last month and 107.7% year to date, while the 1 year return sits at 400.3% and the 3 year return is very large at roughly 13x. These moves come as Coherent stays on investors' radar, with ongoing attention on its position within the broader tech sector and how it...

"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

Bank of America just nudged its target on Coherent (NYSE:COHR) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating. The catalyst: Bank of America raised its calendar 2030 AI data center systems total addressable market to roughly $1.7 trillion from $1.4 trillion, a thematic shift that also drove same-day ... BofA Hikes Coherent Price Target to $400 on $1.7 Trillion AI Data Center Forecast

Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.

The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

President Trump has just landed in Beijing ahead of a two-day summit with Xi Jinping. More than a dozen top U.S. business leaders have also made the trip. Notable names include Nvidia CEO Jensen Huang (a late addition) and Elon Musk, the CEO of both Tesla and SpaceX.