AI data centers are approaching copper's physical limits, accelerating adoption of silicon photonics solutions. Coherent and Lumentum supply critical optical components powering next-generation AI inf
KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and
The Zacks Technology Services industry is growing rapidly, fueled by the swift adoption of remote work and other technological advancements, boosting revenues and cash flow since the pandemic. DAVE, V
Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.
Coherent's post-earnings pullback has improved its risk-reward profile despite strong results, higher guidance and expanding AI infrastructure demand.
Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction), along with the broader semi scene, is bouncing back again.
SAXONBURG, Pa., July 13, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, has been awarded on TIME's list of America's Best Companies 2026.
AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.
COHR's expanding margins and rising factory efficiency show how AI-driven demand is translating into stronger profits and earnings growth.

3 Investment Ideas With Room to Run

05:00pm, Thursday, 09'th Jul 2026
Luke Lango highlights AI's toll roads
AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.
COHR's AI-driven datacenter demand, record backlog and stronger balance sheet support its growth case despite a premium valuation.

Coherent's AI Selloff Is A Massive Opportunity

07:45am, Wednesday, 08'th Jul 2026
The recent AI infrastructure selloff reflected sentiment and valuation reset, while Coherent (COHR) maintained record backlog visibility extending through 2028. Six-inch indium phosphide expansion str

Unpacking Gavin Baker's "Memory Crunch" Thesis

06:11pm, Monday, 06'th Jul 2026
Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.
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