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ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

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

Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.

Leadership transition and why it matters for Lumentum Holdings Lumentum Holdings (LITE) recently disclosed that Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, while staying on as a consultant for two years. This arrangement keeps his reliability and quality expertise tied to the company through continued service, which may interest investors focused on execution risk as Lumentum supports AI and cloud infrastructure customers. See our...

Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the optical and photonic products maker’s stock.

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.

DDOG tops Q2 earnings and revenue guidance as sales rise 36%, customer expansion continues, and full-year outlook reflects a major customer's lower usage.

American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.

SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company’s latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

TTM Technologies' Q2 earnings and revenues beat estimates as AI demand, stronger bookings and margin gains fuel sharp year-over-year growth.

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

DOX matches Q3 FY26 earnings estimates as managed services hit record sales and fiscal 2026 targets remain intact.

AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.

ATEX's fiscal Q1 revenues might have risen on higher spectrum demand, supported by Lynk satellite tests and Benton County's private wireless deployment.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

ACMR heads into second-quarter earnings with advanced packaging and ECP demand supporting growth despite rising expenses and margin pressure.

Lumentum shares are already up about 130% in 2026, while strong earnings growth and a $1,100 analyst target suggest Wall Street sees further upside.

In late July 2026, Lumentum Holdings Inc. disclosed that long-serving Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, then remain with the company for two years as a consultant while his existing equity awards continue to vest as long as he provides services. This transition keeps deep reliability and quality expertise inside Lumentum at a time when customers are increasingly focused on secure, high-performance optical components for...

CRDO and LITE are riding AI-driven demand for photonics, with growth outlooks, expanding optical portfolios and bullish revenue targets.

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.