Credo launched three optical products on Tuesday — the Robin 800G Optical DSP family; Cardinal, a low‑power 1.6T optical DSP; and 800G ZeroFlap optical transceivers.
As of March 16, 2026, the equity markets have crowned a surprising new champion in the artificial intelligence gold rush. While silicon and software have long dominated the narrative, the physical infrastructure connecting these digital brains has become the market's most lucrative bottleneck. Corning Incorporated (NYSE: GLW) has emerged as
The financial landscape is bracing for a significant shake-up as S&P Dow Jones Indices prepares for its quarterly rebalance, scheduled to take effect before the market opens on Monday, March 23, 2026. In a move that highlights the volatile nature of the managed care sector, Molina Healthcare (NYSE:MOH)
The final trading session of this week is shaping up to be a perfect storm of market-moving catalysts. On Friday, March 20, 2026, the financial markets will face the simultaneous impact of "Triple Witching"—the quarterly expiration of stock options, stock index options, and stock index futures—and the massive
As the doors opened this morning at the SAP Center in San Jose, the global financial and technology sectors turned their collective gaze toward Silicon Valley for the kickoff of NVIDIA GTC 2026. This year's conference arrives at a critical juncture for the semiconductor industry, as NVIDIA Corp. (NASDAQ: NVDA)
On March 13, 2026, the photonics industry witnessed what many analysts are calling a "generational inflection point." Shares of Lightwave Logic, Inc. (Nasdaq: LWLG) surged 41% in early trading following the announcement of a definitive agreement with Tower Semiconductor (Nasdaq: TSEM) to integrate Lightwave’s 110 GHz+ electro-optic polymer modulators into Tower’s high-volume PH18 silicon photonics [...]
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
What Happened? Shares of materials and photonics company Coherent (NYSE:COHR) jumped 4.8% in the afternoon session after the company announced it would join ...
As of March 10, 2026, the financial markets are witnessing a phenomenon that few analysts would have predicted during the initial artificial intelligence gold rush of 2023. NVIDIA Corporation (NASDAQ:NVDA) has officially entered a "valuation inversion," where the world’s premier AI chipmaker is now trading at a forward
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the ...
S&P Dow Jones Indices, a division of S&P Global, said on Friday that the four stocks will join the S&P 500 index before the market opens on March 23 as part of its quarterly rebalance.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cord...
The "sell the news" fever that has gripped AI-adjacent technology stocks claimed its latest victim on March 5, 2026. Ciena Corp (NYSE: CIEN), a leader in optical networking and the "plumbing" of the modern internet, saw its stock price plunge over 14% in heavy intraday trading. This sharp decline came
Van Den Berg Management increased its position in MarketAxess, a major electronic trading platform for corporate bonds. As more credit trading moves online and competition among trading venues intensifies, investors are watching which platforms will anchor institutional bond market liquidity.
Shares of AXT Inc (NASDAQ:AXTI) experienced a sharp 7.95% decline on March 4, 2026, marking a significant intraday pullback for one of the year’s top-performing semiconductor stocks. Despite Wednesday's sell-off, the company remains a standout performer in the 2026 market, with its valuation still more than doubling
The acquisition will boost Semtech’s data center portfolio, bolstering its U.S. technology supply chains, adding new capacity, and resilience in its AI infrastructure buildout, it said.
Nvidia Corp. on Monday announced a combined investment of $4 billion in Coherent Corp. and Lumentum Holdings, companies that operate in the optical and photonic technology space.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Jabil (NYSE:JBL) and the rest of the electronic components & manufacturing stocks fared in Q4.
Shares of nLIGHT Inc. (NASDAQ: LASR) skyrocketed by more than 16.4% on Monday, March 2, 2026, as a massive strategic investment by Nvidia Corp (NASDAQ: NVDA) into the optical component sector sent ripples across the technology and defense landscapes. The rally, which saw LASR shares touch a 52-week high
