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POET Technologies Signs Lumilens Pact Featuring $50 Million Starter Order for AI Photonics

The pact sets a path to cheaper, scalable light links for AI data centers.

Lumentum Soars On Nasdaq-100 Entry And Fresh Analyst Upgrades

Applied Materials Wins $500 Initiation as Analysts Lift Targets on AI-Fueled Chip Tools

Ondas Stock Falls on Mistral-Related Share Resale

MaxLinear Jumps to Four-Year High on AI-Fueled Data-Center Demand

CoreWeave Rolls Out NVIDIA HGX B300 ‘Blackwell Ultra’ Across Its AI Cloud

Enphase Securities Case Heats Up as Firms Push Lead-Plaintiff Bids Before April 20 Deadline

Driehaus Discloses $110 Million Eos Energy Buy as Analysts Turn Cautious

Lumentum Leads Rally as S&P 500 Adds Coherent, EchoStar and Vertiv

SolarEdge Sinks 9.5% as Solar Selloff Deepens Despite Q4 Rebound

Nu Holdings and SoFi Picked as Top Financial Stocks to Buy Now

Reddit Gets Target Cuts After Strong Quarter, Insider Purchase Signals Confidence

Trade Desk Hits 5-Year Low After Target Cut as CFO Turmoil and AI Competition Weigh

Meta Draws Fresh Buy Calls as AI Capex Plan Weighs and Talks Emerge to Boost Smart-Glasses Output

GE Vernova’s Outlook Debated as Analysts Split on AI-Driven Demand Versus Broader Recovery

CoreWeave Jumps After CEO Rejects Nvidia Financing Claims as AI Chip Signals Boost Sentiment

Palantir Pulls Back After Speculative Rally as Truist Initiates Coverage With Buy

Teradyne Gains Momentum on Upbeat Analyst Targets and Cramer Endorsement

Plug Power Rises After Analyst Upgrade as Refinancing and New Contracts Reset Outlook

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets