As of March 30, 2026, the artificial intelligence infrastructure landscape is undergoing its most significant structural shift since the dawn of the internet. Lumentum Holdings Inc. (NASDAQ: LITE) has emerged as the focal point of this transformation, recently unveiling an aggressive 2028 financial model that targets an annualized earnings per
SUGAR LAND, TX — In a move that underscores the insatiable appetite for high-speed networking in the artificial intelligence (AI) era, Applied Optoelectronics (Nasdaq: AAOI) has secured a landmark $53 million order for its 800G hyperscale transceivers. Announced this past week, the deal marks a significant acceleration in the company’s
As the financial world turns its attention to the end of the first quarter of 2026, all eyes are on Corning Incorporated (NYSE: GLW). Positioned at the epicenter of the artificial intelligence infrastructure "supercycle," the glass and ceramics giant is expected to report a staggering 25.9% growth in earnings
SAN JOSE, CA – Shares of Lumentum Holdings (NASDAQ:LITE) experienced their sharpest single-day decline in over two years on Thursday, March 26, 2026, falling 11.37% to close at $164.42. The sell-off followed the company’s formal announcement of a massive, multi-billion dollar expansion of its U.S.-based
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new are...
Note: This report is written from the perspective of March 26, 2026. Introduction As of early 2026, the global technology landscape has been redefined by the "Optical Supercycle," a massive infrastructure build-out required to sustain the computational demands of generative AI. At the heart of this physical layer revolution sits Lumentum Holdings Inc. (NASDAQ: LITE), [...]
The Motley Fool's Hidden Gems team discusses some historical disruptions in the energy market, how trends in semiconductors are reshaping the S&P 500, and why Hims & Hers stock is soaring.
As of today, March 25, 2026, the technology sector is grappling with a profound shift in infrastructure priorities. While the "AI Gold Rush" began with GPUs, it has evolved into a race for the "plumbing" that connects them. At the center of this transformation is Lumentum Holdings Inc. (NASDAQ: LITE), a company that has transitioned [...]
Today’s Date: March 25, 2026 Introduction In the rapidly evolving landscape of artificial intelligence infrastructure, few companies have experienced a transformation as dramatic as Applied Optoelectronics, Inc. (NASDAQ: AAOI). Once a struggling component maker relegated to the sidelines of the fiber-optic market, AAOI has emerged in early 2026 as a critical linchpin in the global [...]
March 25, 2026 Introduction In the rapidly evolving landscape of 2026, few companies occupy as pivotal a position in the global technology infrastructure as Corning Inc. (NYSE: GLW). Long regarded as a venerable, if somewhat cyclical, materials science giant, Corning has successfully reinvented itself as the "picks and shovels" provider for the Generative AI (GenAI) [...]
In a significant leap for the future of artificial intelligence infrastructure, Tower Semiconductor (NASDAQ: TSEM) and Coherent Corp. (NYSE: COHR) have announced a successful joint demonstration of 400Gbps per lane data transmission. This breakthrough, utilizing advanced silicon modulators, marks a critical step toward the realization of 3.2T (terabit) optical
Check out the companies making headlines this week: Lemonade (NYSE:LMND): Digital insurance provider Lemonade (NYSE:LMND) rose by 16.4% on Tuesday after Morg...
The light speed of the artificial intelligence revolution is no longer just a metaphor; it is a physical requirement. As global data centers transition from traditional copper wiring to high-performance optical interconnects to support massive AI clusters, Lumentum Holdings Inc. (NASDAQ: LITE) has emerged as a cornerstone of the next-generation digital economy. Today, March 19, [...]
What Happened? Shares of materials and photonics company Coherent (NYSE:COHR) jumped 6.9% in the afternoon session after Stifel raised its price target on th...
As of March 18, 2026, the global technology sector has officially transitioned from a battle of algorithms to a war of physical attrition. The "model-centric" era of artificial intelligence—where the primary focus was on the elegance of large language models—has been eclipsed by a brutal, high-stakes "infrastructure land
SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that it will highlight the breadth and scalability of its Indium Phosphide (InP) innovations at OFC 2026, showcasing a broad comprehensive portfolio of lasers, modulators, photodiodes, and subsystems that power next-generation datacenter architectures.
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.
SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced it will showcase breakthrough innovations powering the next generation of AI-driven datacenter and communications networks at OFC 2026, March 17 –19, at the L.A. Convention Center in Los Angeles, California, Booth #1401.
SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced it will demonstrate multiple co-packaged optics (CPO) technologies at OFC 2026 in Los Angeles, highlighting the company’s broad portfolio and vertical technology stack capabilities to support the rapidly growing bandwidth demands of AI and high-performance computing infrastructure.
