Ciena's WL6e deployment on ION Network's ICS1 highlights rising demand for high-capacity connectivity as Indonesia's digital economy expands.

FEATURE Stocks dropped Tuesday, dragged down by pressure on artificial-intelligence infrastructure companies and heightened tensions in the Middle East. Optical network provider Coherent sank 13%, making it the worst-performing stock in the The stock surged 7.

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.

GLW's innovative glass portfolio spans Gorilla Glass, advanced display glass and specialty materials, positioning it to meet the growing tech demand.

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]

Coherent is the best-performing stock in the S&P 500 on Monday. Sandisk, Micron, Marvell, and other AI stocks also rise.

Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Corning stock has delivered a very large 3 year gain, yet the valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while earnings based multiples lean expensive and the broader checks stay cautious. Corning has returned about 4.5x over the past 3 years, which puts recent pricing on the radar for investors who care about what they are paying for each dollar of future cash flow. Expectations around demand for optical components...

Check out the companies making headlines this week:

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.

Nvidia’s latest investments could give the chipmaker an even bigger stake in the infrastructure boom powering artificial intelligence.

Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a trade worth understanding before Monday.