SanDisk And Micron Had Their Run – This New 'Photonics' ETF Has 15 Triple-Digit Gainers Inside

A new photonics ETF (EUV) launched on May 6, 2026, focusing on optical interconnect technology for AI data centers. The fund holds 15 stocks already up over 100% year-to-date, driven by structural demand from hyperscaler capex and supply constraints in indium phosphide lasers. However, critics note the ETF's top holdings lean toward general semiconductor names rather than pure photonics plays, duplicating exposure available in broader semiconductor funds.

05/13/2026, 11:05 AM • Benzinga

This Obscure AI Stock Is Up by Almost 6,000% Over the Past Year. Can It Go Higher?

AXT, a semiconductor wafer substrate manufacturer, has surged nearly 6,000% in the past year due to its indium phosphide wafers used in AI chips. However, the company's fundamentals don't match its valuation—revenue declined year-over-year, it's still unprofitable, and the stock trades at a stretched 38x price-to-sales ratio. While AXT controls 80-90% of the indium phosphide market and is gaining Tier-1 customers, the current valuation requires perfection to justify, making it a risky investment.

04/27/2026, 1:15 PM • The Motley Fool

AXT Stock Stumbles After The Close: Here's Why

AXT announced a public offering of common stock to support its subsidiary Beijing Tongmei Xtal Technology Co. and increase indium phosphide substrate production capacity. The stock declined 6.50% in after-hours trading to $73.51, despite being up over 6,500% in the past year and 381% year-to-date.

04/20/2026, 4:36 PM • Benzinga

CEO Sells 31,000 Shares of AXT Worth $1.4 Million

AXT CEO Morris S. Young sold 30,832 shares worth approximately $1.4 million on March 10, 2026, representing 1.35% of his total holdings. The sale appears to be profit-taking following the stock's extraordinary 2,758% gain over the past year, driven by increased demand for semiconductor substrates in AI data centers and resumed operations in China. Young retains over 2.3 million shares, suggesting continued confidence in the company.

03/25/2026, 9:22 PM • The Motley Fool

Investment Firm Maytree Bought Over $11 Million in AXTI. Is the Stock a Buy?

Hong Kong-based investment firm Maytree Asset Management purchased 682,299 shares of AXT Inc. for approximately $11.16 million in Q4, making it the firm's fourth-largest holding. AXT, a semiconductor substrate manufacturer, has surged 911.6% over the past year driven by AI demand. However, the stock trades at a P/S ratio of 9 (near multi-year highs) and remains unprofitable, prompting the analyst to recommend waiting for a price pullback before buying.

02/03/2026, 12:22 PM • The Motley Fool

1 Small-Cap Stock I'd Buy Before GLBE in 2026

The article compares AXT, a semiconductor materials company with 40% market share in indium phosphide for AI infrastructure, to Global-E Online (GLBE), an e-commerce platform. AXT is favored due to its 250% sequential revenue growth in indium phosphide, clear market leadership in a critical AI bottleneck, and higher growth potential, while GLBE faces intense competition from Amazon and Walmart despite recent profitability.

01/08/2026, 1:20 PM • The Motley Fool

Stock Market Today, Dec. 30: Boeing Led Industrials as Major Indexes Drift Near Records

On December 30, 2025, major U.S. stock indexes closed near record highs with modest declines in quiet year-end trading. The S&P 500 fell 0.13%, Nasdaq dropped 0.24%, and the Dow eased 0.20%. Boeing led industrials with a 0.6% gain following an $8.5 billion U.S. Air Force contract announcement, while Molina Healthcare jumped 2.5% on positive investor commentary. OceanFirst Financial plunged 6.7% after announcing a merger agreement.

12/30/2025, 5:06 PM • The Motley Fool

AXT (AXTI) Q2 Revenue Drops 36%

AXT reported Q2 2025 earnings with revenue of $18.0 million, missing analyst estimates by 9%. The company experienced revenue decline, margin compression, and challenges in the Chinese market, though showing some positive movement in AI-related substrate shipments.

08/01/2025, 3:11 PM • The Motley Fool