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Coherent Rerated as AI Infrastructure Play After Q3 Beat and Reported Nvidia Investment

Management says multi‑year demand for its AI optical transceivers is booked through 2028, leaving factory yield improvements as the key test for turning orders into profit.

Lumentum Targets $2 Billion Quarterly Run Rate, Secures Major OCS Deal, Outlines Nvidia-Funded Fab Ramp

MARA Partners With Starwood to Convert U.S. Mining Sites Into Hyperscale AI Data Centers

Applied Digital Breaks Ground on 430-Megawatt Dallas AI Data Center as Shares Near Record

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Bitcoin Miners Pivot to AI/HPC With Major Financings as Weekly Stock Moves Diverge