One of the new congestion points in AI is the speed at which data can be transferred. Nvidia has been aggressively investing in companies that could offer a solution.
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest sing
Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.
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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 (HB
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a different challenge is emerging: moving massive amounts of data between those proce
Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.
Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and p
Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.
Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.
Coherent's optical upgrades are essential for handling AI applications. Its stock is richly valued, but it has significant upside potential.
Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity
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