Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
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Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.
Huang Reaffirms Copper's Role in Nvidia Servers: Optics Demand Takes a Breather
Nvidia CEO Jensen Huang reaffirms copper's role in AI server racks for Vera Rubin & Feynman, causing Coherent and Lumentum shares to fall ~4%. Credo rises as optics wait.
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.
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.