$COHR

Three telecom equipment makers delivered 1,000%+ returns in a year, vastly outpacing Nvidia's 75% gain, driven by hyperscaler datacenter expansion.

Seven major AI stocks face double-digit post-earnings moves this week, with options markets pricing volatility of 10-15% ahead of results.

Waters Parkerson invests $3M in CBIZ shares amid 51% stock decline, betting integration headwinds from Marcum acquisition will prove temporary.

Lumentum, a photonics leader enabling AI data center connectivity, surged 420% in six months on Nvidia partnership, but faces cyclical and execution risks.

Coherent Corp. to report Q1 2026 results May 6, advancing silicon carbide and photonics capabilities for AI datacenters and communications infrastructure.

Ten large-cap tech and semiconductor stocks surged over 40% in 12 trading days following ceasefire talks, signaling renewed confidence in AI infrastructure demand and memory chip growth.

Semiconductor testing equipment maker $AEHR surges over 200% in 2026 on AI infrastructure demand, record bookings, and silicon photonics customer win.

Hedge funds dump Nvidia at 13-year rates despite record results and $500B backlog. Long-term investors should hold conviction as fundamentals remain strong.

Iran's peace signal triggers tech rally. Nasdaq 100 jumps 3.2%, WTI crude falls 2% to $100/barrel. Mega-cap tech gains $950 billion.

Three AI infrastructure stocks—Lumentum, Coherent, and Vertiv—joined the S&P 500 on March 23, 2026, reflecting data center buildout demand and NVIDIA's $2B strategic investments.

NVIDIA invests $2 billion in photonics firms Coherent and Lumentum to solve AI infrastructure bandwidth challenges, driving 45% year-to-date gains.

U.S. stocks fell to four-month lows as Brent crude hit $110 and rate-hike odds climbed, spurring stagflation concerns and precious metals selloff.

S&P 500 slides to November lows as crude oil tops $100/barrel following Iranian strikes on Gulf infrastructure, reigniting stagflation concerns amid Fed hawkishness.

Nvidia commits $36B to AI partners in 30 days, including $30B to OpenAI, strategically controlling the entire AI infrastructure ecosystem around its dominant chips.

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

Coherent surged 15% on Nvidia's $2B investment and multibillion-dollar optics deal, then retreated 6% as investors took profits near $299 52-week high.

Nvidia's partnerships with Coherent and Lumentum boosted those stocks 14-15%, while smaller optics firms nLIGHT and Applied Optoelectronics surged 20-21% on acquisition speculation.

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

January inflation came in below expectations at 2.4%, hitting eight-month lows. Markets rallied as investors bet on potential Fed rate cuts later this year.