Notícias

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.

(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’

Lumentum, Coherent Leads Networking Stocks Rally as Trump Considers Chinese Hardware Ban

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 (LITE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely before the year-end enforcement target.

Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans to restrict Chinese data-center components.

Zhongji Innolight holds 27% of the global data center transceiver market