Barclays analyst Tom O’Malley highlighted the scale of this opportunity, noting that the market for optical ports is expected ...

Coherent Corp (NYSE:COHR) has been a technology sector standout over the past year, but our model raises a caution flag at current levels. The 24/7 Wall St. Price Target for Coherent is $201.63, ...

The chipmaker's latest artificial intelligence (AI) deal could prove rewarding for shareholders in the long run.

In a statement during Aehr Test Systems Inc.’s (NASDAQ:AEHR) earnings call, President and CEO Gayn Erickson announced big ...

Nvidia's $6B March investments highlight the critical role of optical connectivity, benefiting Marvell, Lumentum, Coherent, ...

While Nvidia remains the dominant AI company, its stock is significantly trailing Lumentum Holdings, an optical components ...

Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector.

At the recent OFC 2026 conference, the premier global event for optical communications, Broadcom unveiled a suite of new technologies designed to address the cr ...

For customers developing custom XPUs, NVLink Fusion enables a heterogeneous AI infrastructure fully compatible with NVIDIA systems, allowing seamless integration with NVIDIA GPU, LPU, networking and ...

But the real constraint in AI factories isn’t compute. It’s movement. Inside every modern AI system, data is constantly in ...

What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those ...

InP and SiPho join CMOS as critical technologies. Lasers, CPO and OCS will be everywhere (indium phosphide, silicon photonics ...