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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,…
For Immediate Release Chicago, IL – August 19, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial m…
NVIDIA NVDA has been the undisputed face of the first wave of artificial intelligence (AI), driving massive hardware deployment across global data centers. However, as cluster sizes scale to hundreds of thousands of chips, standard copper…
Quick Read Q4 InP substrate price hikes topping 10%, the largest on record, are driving AXTI up 400% year to date and COHR up 8% Monday. WOLF climbs 6% Monday as a Mizuho note flags strong VR200 NVL72 ramps, adding a power-supply tailwind…
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Imitation is the sincerest form of flattery. What, then, is taking a strategy and applying leverage to it? Or conversely,…
Quick Read LITE surged 13% and AXTI jumped 6% after Lumentum's Q4 revenue hit $1 billion with blowout guidance arriving well ahead of schedule. LYTE's 0.65% fee buys pure-play optics exposure with CIEN and COHR as core holdings, while SOXX…
GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation mod…
Mayuranki De, vice president of ETF Trade Strategy at Raymond James, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ." They discuss the Roundhill Photonics & Optics ETF (ticker: LYTE), an actively managed ETF that seeks to provi…
Quick Read COHR and LITE posted revenue growth of 21% and 90% year over year, driving the optical spending cycle behind LYTE's $72 million day-one debut. LYTE's debut volume surpassed sibling fund DRAM and launched just weeks after Tema's…