2 Optical Stocks to Buy After Tuesday's Selloff

Lumentum and Coherent, which supply optical components for AI data centers, fell sharply on Tuesday amid broader AI stock selloff concerns about demand sustainability. However, both companies recently reported strong earnings with record revenues and robust guidance, suggesting demand actually exceeds their supply capacity. The article argues both stocks appear attractive at these marked-down prices.

08/20/2026, 5:23 AM • The Motley Fool

2 Stocks to Buy That Stanley Druckenmiller Added While Exiting 5 Chip and Photonics Stocks

Stanley Druckenmiller's Duquesne Family Office exited five semiconductor and photonics companies (Micron, Intel, Broadcom, Lattice Semiconductor, Coherent) in Q2 2026 while significantly increasing positions in Amazon and Alphabet. The shift reflects a strategic pivot toward companies funding AI infrastructure buildout rather than component suppliers competing for orders. Druckenmiller maintained and added to positions in Taiwan Semiconductor Manufacturing and STMicroelectronics, suggesting selective semiconductor exposure focused on AI-centric players.

08/18/2026, 11:37 PM • The Motley Fool

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

As AI innovation accelerates, data centers are shifting from copper wiring to optical connections for faster, more energy-efficient connectivity. This shift is creating a bottleneck in AI infrastructure, presenting investment opportunities in eight optical technology companies across chip design, laser manufacturing, transceiver infrastructure, and data routing systems.

08/13/2026, 4:20 AM • The Motley Fool

AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now

The global AI infrastructure market is projected to expand at 26.6% CAGR through 2034. Three infrastructure leaders—Marvell, Coherent, and Vertiv—are positioned to capitalize on this growth through connectivity chips, fiber-optic components, and cooling systems respectively. All three stocks show strong EBITDA growth projections and are considered reasonably valued relative to their long-term potential.

07/23/2026, 9:30 AM • The Motley Fool

Indium Phosphide Wafer Market Size to Hit USD 679.76 Million by 2035 | SNS Insider

The global Indium Phosphide (InP) Wafer Market is valued at $202.21 Million in 2025 and is projected to reach $679.76 Million by 2035, growing at a CAGR of 12.89%. Growth is driven by AI data centers, 5G/6G infrastructure expansion, high-speed optical communications, and semiconductor innovation. North America leads with 44% market share, while Asia Pacific is expected to grow fastest at 14.66% CAGR.

07/17/2026, 3:30 AM • GlobeNewswire

Can Nvidia Still Turn Patient Investors Into Millionaires?

Nvidia's $4.7 trillion market cap makes another 100-fold gain impossible, but patient investors with substantial capital can still build wealth through steady compounding. The company is evolving from a chipmaker into a financial backbone of the AI ecosystem through strategic investments, positioning it as a durable blue-chip holding rather than a high-risk, explosive growth opportunity.

07/11/2026, 5:29 AM • The Motley Fool

Nvidia Stock Has Only Gained 5% So Far in 2026. History Is Crystal Clear on Where the Stock Is Headed Next.

Nvidia stock has gained only 5% in 2026 amid a broader rotation out of large-cap tech stocks. However, the company shows strong fundamentals with record data center revenues, $1 trillion in revenue visibility for new processors, and strategic positioning across the AI infrastructure stack. The author argues that valuation compression reflects investor caution rather than deteriorating business fundamentals, and expects a rerating higher as operational results confirm continued AI-driven growth.

07/09/2026, 1:08 PM • The Motley Fool

Corning vs. QuantumScape: Which Technology Stock Is a Better Buy in 2026?

Corning, a profitable materials-science leader with $15.6B in FY2025 revenue and 10.2% net margins, is compared against QuantumScape, a pre-revenue development-stage company pursuing solid-state battery technology. The article presents a classic risk-reward choice: Corning offers stability and proven profitability, while QuantumScape offers speculative upside potential but faces significant technical and production hurdles. The author recommends Corning for most investors due to its 175-year track record of adapting to technological change.

06/15/2026, 7:09 PM • The Motley Fool

Nasdaq 100 Tumbles Over 3%, Marvell Crashes 12%: Stock Market Today

U.S. stocks declined sharply on Tuesday as investors rotated out of high-flying chip and AI stocks. The Nasdaq 100 fell 3.3%, the S&P 500 dropped 1.6%, and the Russell 2000 fell 1.3%. Oil prices collapsed 6% following a halt in Israel-Iran strikes. Markets are now pricing in a potential Fed rate hike by October rather than cuts, pressuring richly valued tech stocks. Semiconductor and optical companies led losses, while defensive and financial sectors provided some cushion.

06/09/2026, 1:26 PM • Benzinga

Nvidia Gets The Headlines. But This Optical Networking Stock Was The Bigger AI Surprise

Coherent, an optical networking company, surged over 400% in the past 12 months, significantly outperforming Nvidia's ~50% gain. The company benefits from data centers upgrading to faster optical infrastructure to support AI and cloud computing. However, Coherent's high valuation (63x fiscal 2027 earnings) compared to Nvidia (22x) may limit future upside, and analysts expect Coherent could underperform Nvidia for the rest of the year.

06/08/2026, 3:23 PM • The Motley Fool

The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners

Anthropic's IPO filing at a ~$1 trillion valuation will drive massive AI infrastructure spending. The company has committed $100+ billion to AWS and Google for compute capacity, positioning infrastructure suppliers like Celestica, Credo Technology, Astera Labs, Coherent, and Marvell Technology to benefit from the resulting data center build-out.

06/07/2026, 5:19 AM • The Motley Fool

The Hidden Nvidia Trade Nobody on Wall Street Is Talking About

Nvidia is making strategic investments in AI infrastructure companies including Lumentum, Coherent, and Marvell Technology to secure supply chains and expand its AI hardware ecosystem. These investments in optical networking and custom AI processors position Nvidia to maintain dominance in the AI semiconductor space while potentially generating profitable returns.

06/05/2026, 2:23 PM • The Motley Fool

Nvidia Sends a Message With RTX Spark—This Is What It Says

Nvidia unveiled the RTX Spark, a superchip combining Blackwell RTX graphics, Arm CPU cores, and an NPU for personal computers, marking the company's entry into the PC market. The chip delivers petaflop AI computing power and unified memory for local AI applications. Analysts view this as part of Nvidia's broader strategy to dominate AI across all layers—data centers, edge, PCs, and IoT—with strong revenue growth expected and price targets reaching $500 within 12 months.

06/05/2026, 8:11 AM • Investing

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

Marvell Gets The Headlines — Coherent Stock Gets The All-Time High

Following NVIDIA CEO Jensen Huang's bullish commentary on AI infrastructure and optical connectivity demand in data centers, Marvell Technology surged 25% while Coherent Corp. quietly hit an all-time high with a 16% gain. Despite similar exposure to the optical transceiver trade, Coherent remains overlooked by investors despite its direct revenue exposure to AI optical demand. Coherent has rallied 455% from its 52-week low of $76.88 to $426.67.

06/02/2026, 12:05 PM • Benzinga