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.
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Perfect Corp. Shares Soar on CEO-Led $1.95 Buyout Proposal
Perfect Corp. shares jump 29% after receiving a non-binding $1.95-per-share buyout proposal from a group led by CEO Alice H. Chang, representing a 44% premium.
Argus Turns Cautious on Duolingo: User Growth Push May Slow Revenue in 2026
Argus downgrades Duolingo stock from Buy to Hold, citing pressure on revenue from focus on daily user growth via chess, math, and music expansions.
Lumentum Lands Massive Multibillion-Dollar OCS Deal
Executives highlight strong execution and new multibillion OCS pact at OFC 2026—replacing $400M guidance for years of revenue growth in cloud/AI networking.
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.
AEye Joins NVIDIA’s Halos AI Safety Lab to Advance Safer Self-Driving and Physical AI Solutions
AEye shares jump after joining NVIDIA’s first accredited Halos AI Safety Lab. Partnership boosts safety-certified long-range Apollo lidar for autonomous vehicles and physical AI.