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Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit above analysts' expectations, betting on strong demand for its data center and communications products. Shares of the company, however, slipped 4% in extended trading. They have risen nearly 93% so far this year.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.
The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
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.
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
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.
(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R
Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.
Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.
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