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Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.
NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, […]
Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports. During the August 12 episode of CNBC’s Mad Money, Jim Cramer highlighted the short-term disconnect between market trading dynamics and business fundamentals in the optical hardware space. He noted: Sometimes, even the best stocks get […]
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 8.8% in the afternoon session after a strong earnings report and positive outlook from rival Lumentum Holdings boosted sentiment for the optical networking equipment sector. Lumentum, a key player in the photonics industry, delivered fiscal fourth-quarter revenue and earnings that surpassed Wall Street's forecasts and issued a stronger-than-expected sales forecast for the upcoming quarter. The upbeat results reinforced expecta
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a trade worth understanding before Monday.
A guidance cut just vaporized nearly half one stock's value, while a defense-tech name claws back from a brutal week and a pre-revenue optics play rides a sector surge. Three very different stories are unfolding in photonics today.
Applied Optoelectronics' datacenter and CATV growth, manufacturing expansion, and product innovation are fueling momentum against LITE and COHR.
The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.
A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.
Copper cables are choking AI clusters, and two optical companies just reported blowout quarters solving that problem in completely opposite ways. One bets on owning every layer of the stack, the other retreats to the single ingredient nobody else can replicate.
Jim Cramer took a hard pass on one buzzy photonics name while steering investors toward two stocks already hauling in NVIDIA investment and posting triple-digit gains. Find out which companies made his short list and why their order books tell a very different story.
Low-leverage stocks like LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum offer resilience amid oil and geopolitical risks.
Broadcom and Lumentum just posted blowout AI earnings, but they sit at very different layers of the optical stack and reward very different kinds of investors. Knowing which one fits your risk profile could be the most important call you make in this cycle.
Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.
Coherent Corp. (NYSE:COHR) delivered stronger-than-expected fourth-quarter results and issued an ambitious outlook for fiscal 2027, supported by robust customer demand and expanding production capacity.
The immediate reaction reflects investors’ ever-increasing expectations for optics suppliers.
Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated wager can hold up when hyperscaler capex turns.
Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.
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