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.
SAXONBURG, Pa., March 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that it will showcase a comprehensive portfolio of next-generation pluggable optical technologies at OFC 2026, spanning 1.6T, 3.2T, and emerging architectures for 12.8T and beyond. The demonstrations highlight Coherent’s multi-technology platform strategy - encompassing Silicon Photonics (SiPh), Indium Phosphide (InP), and VCSEL-based solutions - designed to enable scalable, power-efficient connectivity for AI-driven data center infrastructure.
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...
SAXONBURG, Pa., March 12, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced advancements in its scale-across portfolio, including its multi-rail optical transport platform combined with its Datacenter Interconnect (DCI) transceivers. These innovations address the accelerating bandwidth and efficiency requirements demanded by artificial intelligence (AI) network expansion.
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
