photonics

SEALSQ signs Letter of Intent to acquire Swiss quantum interconnect firm Miraex, completing its quantum technology stack and supporting space-based quantum infrastructure initiative.

Nvidia surges on Feynman chip reveal and photonics investments. $4.3T valuation tested amid analyst consensus at $267.54.

Coherent Corp. unveiled WaveMaker 4000A optical spectrum synthesizer for dense wavelength-division multiplexing testing, offering compact design with eight-week lead time.

$QUBT reports Q4 2025 revenues of $198K, up 219% YoY. Company raised $750M, acquired Luminar Semiconductor for $110M, narrowing net loss significantly.

Novanta CEO sells shares in routine plan sale. Stock up 23% YTD with strong growth, but elevated valuation concerns limit upside potential.

American Capital Management acquired 163,005 additional Novanta shares for $18.56 million, raising its total stake to 381,866 shares valued at $45.44 million.

ACK Asset Management buys $44.6M stake in underperforming Novanta, betting on cyclical recovery in medical device and industrial automation markets.

Optical networking stocks surge as cloud providers boost AI data center investments. Ciena and Lumentum gain on strong demand for high-speed equipment.