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Coherent Corp. COHR has emerged as a major beneficiary of the artificial intelligence infrastructure boom. The stock has surged 190% over the past year and gained another 8% in the past month, significantly outperforming its industry and t…
Applied Optoelectronics AAOI stock has rallied 16.6% in a month, outperforming the Zacks Computer & Technology sector's and the Zacks Electronics - Semiconductors industry's 6% and 5.5% growth, respectively. The company's shares have also…
Shares of AXT, Inc. AXTI have gained 20.8% in the past month, comfortably outperforming the broader Zacks Computer and Technology sector and the Zacks Electronics – Semiconductors industry, which grew by 6% and 5.5%, respectively. The shar…
For Immediate Release Chicago, IL – October 5, 2026 – Today, Zacks Investment Ideas features Arm Holdings ARM, Advanced Micro Devices AMD, Marvell Technologies MRVL, Applied Optoelectronics AAOI and Nebius Group NBIS October FOMC: Why the…
October FOMC: Why the Fed Will Pause Last month, Fed Chair Kevin Warsh and the Federal Reserve hiked interest rates by 0.25% to a target range of 3/75% to 4.00%. Although President Trump has been an outspoken proponent of lower interest ra…
Applied Optoelectronics AAOI is benefiting from accelerating artificial intelligence (AI)-driven data-center investments, which are fueling demand for high-speed optical transceivers. The company's expanding 800G and 1.6-terabit portfolio…
Applied Optoelectronics AAOI and Fabrinet FN are notable players in the AI-driven optical networking and data-center infrastructure ecosystem. Applied Optoelectronics supplies high-speed 800G/1.6T optical transceivers, while Fabrinet provi…
Fabrinet FN is benefiting from accelerating demand across artificial intelligence (AI) and cloud data-center infrastructure. In the fourth quarter of fiscal 2026, data center revenues reached $669 million, surging 68% year over year and 13…
Lumentum Holdings LITE is benefiting from rising demand for optical connectivity across artificial intelligence (AI) data centers as hyperscalers increasingly shift from copper toward optical links. The company's cloud and AI momentum is b…
Data center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C. Continue Reading
Quick Read Corning (GLW) jumped 6%, beating demo author Lumentum (LITE) at 4%, as buyers repriced Corning's broader AI optical fiber exposure beyond the single conference event. Applied Optoelectronics (AAOI) rose 4% despite no demo role,…
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second q…
Quick Read Coherent jumped 6% and Lumentum climbed 5% with no catalyst, driven by short covering after both stocks fell sharply over the prior month. SOXX gained only 2% and SPY just 0.3%, making the optics group's surge a positioning-only…
Coherent Corp. COHR has been one of the standout performers in the technology hardware space over the past year. Its shares have soared 155%, sharply outperforming the industry's 18% decline and the Zacks S&P 500 Composite's 17% gain. More…
[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developers…
[Graph background of financial technology stock market business analysis] Donny DBM/iStock via Getty Images Stock futures trade lower early Monday as Brent crude nears $108 a barrel following escalated Middle East tensions and key pipeline…
[Interest rate percentage sign symbol finance investment graph chart] alexsl The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest…
Applied Optoelectronics AAOI is benefiting from accelerating optical networking demand, driven by artificial intelligence (AI) infrastructure investments and hyperscale data center upgrades. The company is seeing robust demand for 800G and…
Oversold Suppliers of the AI Trade But first, what's optoelectronics? Computers speak in electrons. Fiber in fiber optic cable speaks photons. Connect the two and that's optoelectronics. Lasers provide the light and modulators encode digit…
Options button on browser by Pashalgnatov via iStock Like clockwork, when a day's options volume is considerably below the 90-day average, unusual options activity is almost always much slower than usual. That might seem obvious, but it to…
Options trading by One Photo via Shutterstock Options traders can spend hours searching for the right stock, studying charts, comparing fundamentals and trying to predict the market's next move. But Barchart expert Rick Orford argues there…
A concept image of a lit bomb by Leigh Prather via Shutterstock Volatility has picked up in recent days as the market digests rising yields and oil prices along with seasonal headwinds. With everything going on, volatility could rear its u…
Lumentum LITE is benefiting from accelerating demand for pump, electro-absorption modulated laser (EML) and continuous-wave (CW) lasers as hyperscalers expand artificial intelligence (AI) training, inference and data-center interconnect in…
AI Infrastructure by FOTOGRIN via Shutterstock While it might not be a household name, Applied Optoelectronics (AAOI) easily ranks among the top performers this year. Since the January opener, AAOI stock has gained 220%, an unsurprising fi…
Fabrinet FN is benefiting from accelerating demand for high-speed optical connectivity as hyperscalers expand artificial intelligence (AI) and cloud data-center infrastructure. The company manufactures optical and interconnect products use…
Applied Optoelectronics AAOI stock has plunged 46.3% over the past three months, underperforming the Zacks Computer & Technology sector's 0.6% gain and the Zacks Electronics - Semiconductors industry's 14.5% decline. The company's shares h…
Quick Read AAOI's 203% YTD gain outpaces LITE's 139% rise, fueled by U.S. restrictions on Chinese optical suppliers and surging 800G transceiver demand. Despite COHR's $2 billion NVIDIA investment, all three optics stocks crushed SOXX at 7…
Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, A…
Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year. Vertiv VRT, Applied Optoelectronics AAOI, and Innodata INOD are three notable examples, wit…
Coherent Corp. COHR shares have fallen 17% in the past month despite rapidly improving operating results. Fiscal 2026 revenues climbed 22.5% to $7.12 billion as AI-driven Datacenter and Communications demand accelerated.Zacks Investment Re…
When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure. For investors looking beyond…
Quick Read POET (NASDAQ: POET) secured a $50 million Lumilens purchase order, and our model sees 137% upside to a $17.74 BUY price target. Lumentum (LITE) generates $1 billion quarterly on the same optical tailwind; Applied Optoelectronics…
Coherent Corp.'s COHR quarterly revenues climbed to $2.05 billion in the fourth quarter of fiscal 2026, up 34% year over year and 13% sequentially. The standout was Datacenter & Communications, where sales reached $1.62 billion, increasing…
[Machine Learning. AI Neural Network Concepts] Shares of chip and AI-related companies were largely mixed on Thursday after Nvidia's fiscal second-quarter results and outlook beat estimates, sending shares of the AI chipmaker nearly 8% hig…
Quick Read Lumentum (LITE) extended its AI optics run with a 4% gain Wednesday, up 140% YTD, despite no fresh catalyst beyond Tuesday's Barclays note. Coherent (COHR) barely budged and Applied Optoelectronics (AAOI) fell 2%, confirming Wed…
ASML Holding ASML and Applied Optoelectronics AAOI are prominent participants in the Zacks Computer and Technology sector, both benefiting from the rapid expansion of artificial intelligence infrastructure and data center demand. ASML Hold…