NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.
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Lumentum stock sinks despite addition to the Nasdaq 100 index. But should you buy the dip in LITE shares? Let’s find out!
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Tiger Global Management is making a fresh bet on Lumentum, as soaring AI infrastructure demand fuels the stock’s massive rally in 2026.
Lumentum Holdings has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
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AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.
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Lumentum is joining the Nasdaq-100, and if history is any indicator, this is a stock worth watching closely right now.
Coherent stock rallies as Stifel issues a bullish note. Here’s why analyst Ruben Roy sees COHR shares ripping higher from current levels as the year unfolds.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P...
Photonics isn't just for high-speed AI connections, they need it in space, badly, to help advance its commercialization.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26...