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AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.
(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.
ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.
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.
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%.
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
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.
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.
(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’
Investing.com -- Mizuho highlighted an optical components maker in a note Tuesday, telling investors it would be a buyer of the company ahead of its fiscal fourth-quarter results on Aug. 11.
Lumentum Holdings will release its fourth-quarter earnings next month, and analysts anticipate a robust triple-digit bottom-line growth.
Lumentum Holdings was among the hottest names in the artificial-intelligence trade at the start of the year. After a couple rocky months, it is time to buy, according to Barclays. The firm upgraded Lumentum shares to Overweight from Equal Weight and reiterated a price target of $1,000 in a research note Monday.
Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.
(Bloomberg) -- As Wall Street debates whether the billions of dollars being plowed into artificial intelligence will ever pay off, hedge fund manager Val Zlatev is making record profits for his firm by betting on the picks and shovels used to power the AI rush.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Pus
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
The Dow Jones hit a new high and SpaceX kept rising. But chips and most AI stocks fell. Fed chief Kevin Warsh's comments will be in focus Wednesday.
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
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."
T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.
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