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

Nvidia Recently Plowed $3.8 Billion Into These 2 Artificial Intelligence (AI) Stocks

Nvidia invested $3.8 billion in two AI stocks during Q1 2026: increasing its CoreWeave stake by 95% to $3.65 billion (9% ownership), and investing $2 billion in Coherent as part of a multibillion-dollar partnership for photonics components. CoreWeave faces balance sheet concerns with high leverage, while Coherent is well-positioned in the AI infrastructure supply chain but trades at elevated valuations.

05/31/2026, 8:25 AM • The Motley Fool

This Fund Manager Has a Brilliant Strategy for Investing in AI Stocks

Hedge fund manager Gavin Baker identifies a valuation inefficiency in AI stocks, arguing that memory chips (Micron, SanDisk) and Nvidia are undervalued while optical stocks (Lumentum, Coherent) are overvalued based on multiple expansion. Baker suggests that if the AI cycle continues uniformly across sectors, cheaper stocks should outperform expensive ones over the long term.

05/29/2026, 9:30 PM • The Motley Fool

Dow Jones Tops 51,000, Dell Jumps 28% On Blowout AI Sales: Stock Market Today

U.S. stocks reached record highs on Friday as the Dow Jones surged to 51,047, driven by Dell Technologies' blowout earnings report showing 88% revenue growth and $24.4 billion in AI-related orders. The company raised its fiscal 2027 revenue outlook to $165-169 billion and AI server revenue target to $60 billion, sparking broad gains across AI infrastructure and semiconductor stocks. Easing Middle East tensions pressured energy markets, while the S&P 500 advanced 0.2% and is on pace for its ninth consecutive weekly gain.

05/29/2026, 12:39 PM • Benzinga

Arnhold LLC Bets Big on Kyndryl Holdings (KD) With a Purchase of 724,000 Shares

Arnhold LLC increased its stake in Kyndryl Holdings by 724,436 shares (60% increase) for approximately $12.75 million during Q1 2026. Despite the purchase, the position's value declined by $6.60 million due to the stock's 69% drop over the past year. The analyst suggests Arnhold's confidence appears misplaced given Kyndryl's stagnant revenue and contracting bottom line.

05/28/2026, 3:25 PM • The Motley Fool

Thermoelectric Module Market Size to Grow $2.09 Billion by 2035 | Research by SNS Insider

The global thermoelectric modules market is projected to grow from USD 681 million in 2025 to USD 2.09 billion by 2035, driven by increasing demand for energy efficiency, emission reduction, and applications in electric vehicles, consumer electronics, and aerospace. Bismuth telluride technology dominates with 72.6% market share, while cooling applications lead by functionality. Asia-Pacific holds 41.4% market share, with North America expected to see the highest growth rate at 12.4% CAGR.

05/25/2026, 10:30 PM • GlobeNewswire

Forget About Micron: The Hottest US Semiconductor Stock Is Already Up 100% This Month

Wolfspeed (WOLF) has surged 100% in May 2026, outperforming all U.S. semiconductor stocks including Micron. Despite filing for Chapter 11 bankruptcy in June 2025, the company has emerged debt-free with strategically valuable silicon carbide manufacturing assets. Analysts at Citrini Research highlight Wolfspeed's irreplaceable SiC fabs and 300mm silicon carbide capabilities as critical for next-generation AI data center power infrastructure, positioning the company as a major beneficiary of the AI buildout shift toward power semiconductors.

05/20/2026, 10:03 AM • Benzinga

A Deep Dive Into Nvidia’s Latest Portfolio Moves

Nvidia's Q1 2026 13F filing reveals strategic investments in semiconductor and cloud companies, though some announced investments don't appear due to different security structures. The company significantly increased its CoreWeave holdings to $3.657 billion (95% increase in shares), made equal $2 billion investments in both CoreWeave and Nebius, and invested in Coherent for optical networking. Nvidia also made a small $10.4 million biotech investment in Generate Biomedicines.

05/20/2026, 8:33 AM • Investing