Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week: AAPL, MU, MSFT, INFQ, RKLB
Higher component costs, ambitious capital spending and concerns over consumer demand drove sharp moves across several major technology stocks during the week.
Stocktwits
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PLTR vs. COHR: Which AI-Driven Tech Stock Should You Bet on?
Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.
Zacks
Commercial Predictability: COHR's Means to Growth in the AI Era
Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.
Zacks
Nvidia Supply Chain Gets A Boost As Coherent Expands Texas AI Manufacturing Facility
Coherent announced a Texas facility expansion to increase production of AI networking technologies used by Nvidia.read more...
Benzinga
AAOI, LITE, COHR, MRVL Stocks Bounce Back Overnight: Why AI Photonics Stocks Drew Attention Today
Tech and semiconductor stocks dropped in regular trading on Tuesday, taking a breather after an early-week rally fueled by the U.S.-Iran peace deal.
Stocktwits
Coherent Trades Higher Than Industry: Is the Premium Justified?
COHR's valuation premium is backed by a near-equilibrium PEG, margin gains and AI capacity investments, but cash burn keeps the pivot in focus.
Zacks
Lumentum Strengthens Liquidity Position: Is Long-Term Growth Safer?
LITE's liquidity boost is strengthening its balance sheet as AI-networking demand lifts cash flow, profitability and long-term growth flexibility.
Zacks
VSH's $1.6B Backlog Sounds Bullish, But Can Export Risks Derail Growth?
Vishay Intertechnology opens 2026 with a record $1.6B backlog and AI-driven orders -- yet tariffs and export uncertainty loom over the Vishay 3.0 growth push.
Zacks
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks
Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.
Zacks
AXT's $100M Backlog Sounds Bullish, But Can Export Risks Derail Growth?
AXT's indium phosphide backlog tops $100M as AI-driven demand surges, but export approvals remain the key factor shaping growth.