Yahoo Finance • 2 days ago

Coherent (COHR) Squeezes Key Optical Network Gear Into a Plug-In Module

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk... Full story

Yahoo Finance • 2 days ago

Bet on These Photonics ETFs to Exploit the Next Wave of AI Revolution

Photonics is rapidly gaining traction in AI infrastructure. As of May 2026, Nvidia NVDA had committed at least $6.5 billion to photonics companies over the prior three months, including $500 million to Corning GLW for advanced optical conn... Full story

Yahoo Finance • 3 days ago

Netflix, Nucor, On Holding, StubHub, Xenon, Coinbase, and More Stocks That Explain Today’s Market

FEATURE Stocks were lower Friday as higher oil prices and bond yields weighed on equities following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade, however, still had legs.... Full story

Yahoo Finance • 3 days ago

Intel, Netflix, Berkshire Hathaway, and More Stocks That Explain Today’s Market

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by prem... Full story

Yahoo Finance • 4 days ago

Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its "Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure Index's 6.31% decline. The letter can be downloaded here. Cash di... Full story

Yahoo Finance • 4 days ago

Coherent Corp. (COHR): A Critical Player in AI Data Center Buildouts

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its "Baron SMID Cap ETF". You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underpe... Full story

Yahoo Finance • 4 days ago

Lumentum Stock Leads the S&P 500 While Corning Can’t Keep Up

Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains. Continue Reading... Full story

Yahoo Finance • 5 days ago

Debt-Financed AI Buildout Reshapes Hedge Fund Positioning in August, According to Data Insights

Long fund participation remained flat overall, with meaningful reductions from Amazon, Tesla, Meta, Alphabet, and Apple; short fund participation increased in Amazon, Alphabet, and Apple ​NEW YORK & LONDON, September 16, 2026--(BUSINESS W... Full story

Yahoo Finance • 6 days ago

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

Coherent Corp. COHR has been one of the standout performers in the technology hardware space over the past year. Its shares have soared 155%, sharply outperforming the industry's 18% decline and the Zacks S&P 500 Composite's 17% gain. More... Full story

Yahoo Finance • 6 days ago

Ciena Rises 4% as Optics Selloff Unwinds; Coherent Edges Higher, Corning Holds Steady

Quick Read Ciena surges 4% and Coherent rises 3% as buyers return to optical names hit hardest in Monday's selloff, while Corning barely moves. With SPY down 0.5% and IYW down 0.3%, the bid in optics is sector-specific, not a broad market... Full story

Yahoo Finance • 6 days ago

Stock futures slide as 10-year Treasury yield tops 5% ahead of Fed decision

[Wall Street street sign in Manhattan financial district] Alexey_Fedoren Stock index futures were lower on Tuesday while Treasury yields rose as traders looked forward to the Federal Reserve's interest rate decision later in the week. Do... Full story

Yahoo Finance • 6 days ago

2 S&P 500 Stocks with Impressive Fundamentals and 1 We Turn Down

2 S&P 500 Stocks with Impressive Fundamentals and 1 We Turn Down The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn't mean every stock is worth owning. Some companies face significant challenges, whethe... Full story

Yahoo Finance • 6 days ago

Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%

Quick Read Corning's open-ended $2B at-the-market equity offering with Goldman Sachs sent GLW down 12%, pulling Coherent and Lumentum 11% and 9% lower. Weekend AI lab commentary calling for slower frontier development hit NVIDIA's optical... Full story

Yahoo Finance • 7 days ago

CoreWeave appears most exposed if AI model development slows: Bernstein

[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developer... Full story

Yahoo Finance • 7 days ago

Biggest stock movers Monday: AI, chip stocks, and more

[Graph background of financial technology stock market business analysis] Donny DBM/iStock via Getty Images Stock futures trade lower early Monday as Brent crude nears $108 a barrel following escalated Middle East tensions and key pipelin... Full story

Yahoo Finance • 7 days ago

Here Are the Companies in Nvidia's $99 Billion Artificial Intelligence (AI) Portfolio. These 3 Are the Best of the Bunch

Most investors may not realize it, but venture capital funds, private equity firms, and investment banks are not the only institutions that buy stocks or support start-ups. Corporations can also buy stocks on the open market, and, from tim... Full story

Yahoo Finance • 9 days ago

Notable tech headlines for the week: Apple, Nvidia, Oracle in focus

The tech sector remained in the spotlight this week as investors digested earnings reports from heavyweights including Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) and Adobe (ADBE [https://seekingalpha.com/symbol/ADBE]). The tech-... Full story

Yahoo Finance • 10 days ago

Here's Why You Should Add Trane Technologies Stock to Your Portfolio

Trane Technologies plc TT designs and manufactures climate control solutions. It is especially known for heating, ventilation, air conditioning (HVAC) and transport refrigeration systems. Consequently, if you haven't taken advantage of the... Full story

Yahoo Finance • 10 days ago

Top Research Reports for Goldman Sachs, RTX & Abbott

Thursday, September 10, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including The Goldman Sachs Group, Inc. (GS), RTX Corp... Full story

Yahoo Finance • 12 days ago

Buy 3 AI-Powered Photonics Stocks to Tap Solid Short-Term Price Upside

Optical and photonics products are in tremendous demand for serving global cloud and artificial intelligence (AI)/machine learning (ML) infrastructure. Large AI models require millions of graphical processing units (GPUs) working in tandem... Full story