$325.15
-53.98 (-14.24%)
At Close: Aug 10, 2026
Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.
08:25pm, Sunday, 05'th Jul 2026
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.
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
01:34pm, Thursday, 02'nd Jul 2026
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
Are Business Services Stocks Lagging COHERENT CORP (COHR) This Year?
10:40am, Thursday, 02'nd Jul 2026
Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.
Why Investors Need to Take Advantage of These 2 Business Services Stocks Now
09:56am, Thursday, 02'nd Jul 2026
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
These 7 Stocks Will Solve AI’s Most Important Bottleneck
09:58am, Monday, 29'th Jun 2026
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
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
12:00am, Monday, 29'th Jun 2026
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The AI Bottleneck Most Investors Are Missing but Shouldn't
03:25am, Sunday, 28'th Jun 2026
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
AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.
01:53pm, Friday, 26'th Jun 2026
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: Yes, It's Expensive -- That's Kind Of The Point
11:48am, Wednesday, 24'th Jun 2026
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
PLTR vs. COHR: Which AI-Driven Tech Stock Should You Bet on?
02:40pm, Tuesday, 23'rd Jun 2026
Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
02:08pm, Tuesday, 23'rd Jun 2026
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
Commercial Predictability: COHR's Means to Growth in the AI Era
10:01am, Tuesday, 23'rd Jun 2026
Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.
AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.
12:00am, Monday, 22'nd Jun 2026
Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
02:36pm, Friday, 19'th Jun 2026
Coherent's optical upgrades are essential for handling AI applications. Its stock is richly valued, but it has significant upside potential.
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
05:30am, Thursday, 18'th Jun 2026
Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity
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