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(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.

AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco

Corning surpasses expectations with its second-quarter earnings, but the stock falls on in-line guidance.

Coherent is scheduled to post its fourth-quarter results in August, and analysts predict a double-digit surge in the company’s bottom-line figure.

(Bloomberg) -- Within President Donald Trump’s trade team, two sobering conclusions are emerging: China is cheating on its trade deal. And the US isn’t going to do much about it.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz Charge‘We Faltered’: IBM Plunges Most Sinc

The list is dominated by semiconductor and computer-hardware manufacturers.

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy.

Most of the day’s biggest losers were still up tremendously for 2026.

SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.

SINGAPORE, June 19 (Reuters) - China is stepping up scrutiny over exports of indium, leading some buyers to fear the niche metal, sought after for next-generation ‌data centers, may be added to the export control regime that has become ‌one of Beijing's most potent trade weapons. China produces nearly 70% of the world's indium, a byproduct of zinc refining mostly used ​in displays and solder but also the raw material for making indium phosphide, used to make high-speed optical chips for AI data

Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.

BEIJING, June 11 (Reuters) - Barely a week after Nvidia-backed chipmaker Coherent warned of a shortage of indium phosphide in an earnings call in early May, its CEO Jim Anderson was on a plane with a U. business delegation accompanying President Donald Trump on his trip to China.

Investing.com -- Wall Street is set to cap off this week with a decline, as rate-sensitive technology stocks and chip names fall. We have also seen rising U.S. Treasury yields after a significantly stronger-than-expected May jobs report.

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

Coherent Corp. (NYSE:COHR) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 6, Coherent Corp. (NYSE:COHR) reported Q3 fiscal 2026 results, posting revenue of $1.81 billion, rising 21% year over year and 27% on a pro forma basis, according to the company. Margins improved alongside growth as Coherent […]

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.

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.

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,

More than a dozen top U.S. business leaders will travel to China for President Trump’s visit this week with Chinese President Xi Jinping, representing various American industries from finance to manufacturing.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

James Robert Anderson: Thank you, Paul, and thank you, everyone, for joining today's call. Coherent, Inc. is a global leader in photonic technology, which is foundational to the performance and scalability of AI data centers and critical to many important industrial applications.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Investing.com -- Coherent on Wednesday reported higher third-quarter revenue, driven by surging demand in AI data center infrastructure and communications markets.

Coherent (COHR) delivered earnings and revenue surprises of +0.24% and +1.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?