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

Not Micron, Not Sandisk. This AI Stock Will Be the Biggest Beneficiary of the Next Infrastructure Bottleneck

Optical networking components are emerging as the next critical bottleneck in AI data center infrastructure. Lumentum Holdings, a leading optical and photonics supplier, is experiencing exceptional growth with revenue up 109% YoY and adjusted EPS up 3.7x. The company projects even stronger growth ahead, with the optical networking market expected to reach $154 billion by 2028. Despite a 140% gain in 2026, analysts project potential upside of 113% over the next three years based on favorable supply-demand dynamics.

08/17/2026, 12:23 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

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

Small Cap ETFs from iShares Offer Exciting Growth Opportunities. Is IWO or ISCG the Better Buy?

The article compares two iShares small-cap growth ETFs: IWO (Russell 2000 Growth) and ISCG (Morningstar Small-Cap Growth). While ISCG offers a lower expense ratio (0.06% vs 0.24%) and higher dividend yield, IWO has demonstrated superior performance across most timeframes with 41.2% 1-year returns versus 33% for ISCG. The analysis recommends IWO for investors prioritizing performance over cost savings.

06/22/2026, 4:29 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

Prediction: This Will Be the Next Supercycle After AI Memory. 1 Stock to Buy Now Before It Surges Another 100%.

Silicon photonics is emerging as the next critical bottleneck in AI infrastructure after high-bandwidth memory. Lumentum Holdings, backed by Nvidia's $2 billion investment and a multibillion-dollar purchase commitment, is positioned to lead this market. The company's new North Carolina manufacturing facility for optical devices is expected to ramp production by mid-2028, potentially driving another 100% stock surge despite already gaining 1,110% over the past year.

06/05/2026, 5:29 PM • 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

Meta’s AI Monetization Model Sets the Standard for Hyperscaler Capex

Meta's AI-driven ad ranking delivers four times the revenue impact of increased ad load, with Q4 2025 ad revenue up 24% YoY. The company's incremental return on invested capital for AI investments exceeds 20%, validating aggressive capex expansion to $125-145B in 2026. Google's $80B additional AI investment announcement benefits TPU supply chain partners including Broadcom, Celestica, and Lumentum. The broader hyperscaler cohort is projected to spend over $600B on infrastructure in 2026, with 75% targeting AI specifically.

06/03/2026, 5:17 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

Zscaler, AutoZone, And Regencell Are Among Top 10 Large-Cap Losers Last Week (May 25-May 29): Are The Others In Your Portfolio?

Ten large-cap stocks experienced significant declines during the week of May 25-29, 2026. Zscaler led losses with a 20.06% drop following disappointing Q3 results and weak Q4 guidance. Other major losers included Boston Scientific (16.95%), AutoZone (14.21%), Regencell Bioscience (12.61%), and Venture Global (10.87%). Declines were attributed to earnings misses, analyst downgrades, and energy sector weakness following geopolitical developments.

05/31/2026, 9:49 AM • Benzinga

These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher

Lumentum Holdings and Applied Materials have significantly outperformed Nvidia in 2026, with gains of 121% and 67% respectively. Both companies benefit from massive AI infrastructure investments. Lumentum's optical components enable high-speed data center connectivity, with revenue up 72% year-over-year. Applied Materials supplies semiconductor manufacturing equipment with accelerating growth expected to continue, with earnings projected to jump 36% in the current quarter.

05/30/2026, 3:13 PM • 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

Huge News for Lumentum Stock Investors

Rising effectiveness of artificial intelligence is driving positive momentum for Lumentum stock. The company, described as one of the most innovative in the world, is benefiting from the AI boom and blowout earnings trends in the technology sector.

05/26/2026, 6:10 PM • The Motley Fool