Goldman Sachs Asset Management's Sung Cho, co-head of public technology investing, argues the AI trade is rotating away from the graphics processor cycle toward companies wiring AI together, specifica
Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11.63% in Monday trading, sliding from $379.13 to $335.05.
Coherent heads into fiscal Q4 earnings with strong AI demand, capacity expansion and margin gains, but its sharp rally and premium valuation support a Hold.
Shares of Coherent (NYSE:COHR | COHR Price Prediction) are sliding midday Monday, with Coherent stock down 12% to $333.83 as traders take profits across the AI optics complex.
Shares tied to the Dow and Nasdaq are lower while the S&P 500 is flat, midday, as Middle East tensions continue to weigh on the broader market
Aura ETF has expanded its thematic lineup with the launch of the Aura VettaFi Photonics Index ETF (PHOX). The ETF offers targeted exposure to companies driving the next generation of artificial intell
Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.
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.
Applied Optoelectronics reported second-quarter 2026 GAAP revenue of $191.9 million, versus $103 million in the 2025's second quarter.
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
Coherent (COHR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lumentum (LITE), Coherent (COHR) and Ciena (CIEN) climbed on Tuesday after a Reuters report said the Trump administration is preparing restrictions on Chinese-m
The U.S. is reportedly drafting a ban on Chinese optical transceivers, driving rallies in networking stocks like LITE, COHR, and CIEN. CoreCivic (CXW) secured a five-year ICE contract for a 1,600-bed
Shares of Coherent COHR surged on Tuesday after a report said the Trump administration is drafting restrictions on imports of new Chinese data center components, a move that could benefit US optical n
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