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S&P and Nasdaq Hit New Highs on Chip Rally, But Michael Burry Warns of Looming Stock Crash
TradingKey - U.S. stocks closed slightly higher on Monday, with the Dow Jones Industrial Average rising 0.19%, the S&P 500 Index gaining 0.19%, and the Nasdaq Composite Index advancing 0.10%.
Lumentum Growth Doubles, Coherent Orders Booked Through 2028, Why Is Optical Communication Sector Falling Instead of Rising?
TradingKey - On May 6 (ET), optical component supplier Coherent Corp (COHR) reported fiscal third-quarter results that beat Wall Street estimates for both revenue and earnings per share (EPS). However, the stock plunged over 16% at one point during the following day's trading and ended the session down more than 7%.
Record Earnings, Collective Decline After Hours—What Exactly Happened to Photonics Stocks?
TradingKey - Decoding earnings, analyst splits, and market timing—where are we in the optical cycle?
Corning Up Over Fivefold This Year. Single-Day 12% Surge Hits Record High, Nvidia Ties Become Core Growth Engine.
TradingKey - On May 6, AI chip leader NVIDIA and Corning officially announced a long-term strategic partnership. The two companies will collaborate to upgrade U.S. domestic manufacturing capacity for AI optical infrastructure and establish underlying interconnect systems for next-generation AI computing clusters. This major partnership quickly ignited enthusiasm in capital markets; following the announcement, Corning's stock price surged 12% in a single day, bringing its total market capitalization to $156.2 billion, while NVIDIA's shares also closed nearly 6% higher. This collaboration represents a powerful alliance between two companies that have benefited significantly from the AI boom. Over the past twelve months, Corning’s stock has seen a low of $43 and a high of $195, representing an absolute gain of nearly fivefold.
Coherent (COHR): In this round of AI optical interconnects, which deserves more attention, it or LITE?
TradingKey - 6-inch InP wafers + Nvidia’s $2B backing: how is Coherent evolving from a LITE customer into the manufacturing backbone of AI optical interconnects?
Investing in AI Infrastructure Stocks: Is Keysight a Good Choice?
TradingKey - AI infrastructure isn't just GPUs. Each advance in computing power relies on speedier networks, dependable interconnects, and exhaustive testing before systems are deployed. This is where the validation and measurement tools lie at the heart of the buildout. The growing demand for faste
