S&P 500 Adds Vertiv, Lumentum, Coherent & EchoStar in March 2026 Quarterly Rebalance
S&P Dow Jones announces March 2026 quarterly rebalance. Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS) join the S&P 500.
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Credo Surges as Broadcom Delays AI Optics Shift to 2028
Broadcom confirms major AI customers will stick with copper cables in racks through 2028, boosting Credo shares while Lumentum and Coherent dip after Nvidia's optics investments.
NVIDIA Goes All-In on Optics — $2B Each to Lumentum and Coherent
NVIDIA commits $4B ($2B each) to Lumentum & Coherent to advance silicon photonics and energy-efficient AI infrastructure. Stocks jump.
Meta Teams Up with Corning for $6B Fiber-Optic Deal to Boost AI Data Centers
Meta signs a multiyear $6 billion agreement with Corning to supply fiber-optic cables, expand U.S. AI data centers, and create skilled jobs in North Carolina.