Apple Hits $5 Trillion as AI Stocks Slide on Anthropic Slowdown and Inflation
Apple’s first close above $5 trillion came as AI stocks sold off on Anthropic’s weaker sequential growth and a hotter-than-expected CPI.
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Lumentum Says AI Optical Parts Are Sold Out Through Early 2029
Lumentum CEO says AI optical parts are sold out through early 2029, with large supply shortfalls expected through 2028.
Bernstein Calls Networking and Optical Stocks AI Winners, Led by Celestica
Bernstein’s top pick is Celestica at $520. It also rates Lumentum, Coherent and Ciena Outperform on AI data-center demand.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Verizon and Corning Sign Multi-Billion Fiber Deal Through 2032
Verizon and Corning agree on a multi-billion-dollar deal for 80+ million miles of fiber from 2027–2032 to expand broadband and support AI.
Nokia Shares Rally as U.S. Eyes Ban on Chinese Optical Transceivers
Nokia shares climb after reports the FCC may ban new Chinese optical transceivers, positioning the company as a winner in the AI data-center buildout.