AXT

U.S. stocks

2026-10-01 14:19:40

U.S. optical communications stocks climb intraday, with Lumentum and Coherent up more than 5%

U.S. optical communications stocks moved higher during intraday trading, according to data from MSX.COM. Lumentum and Coherent each rose more than 5%, leading the group. Tower Semiconductor and AXT were up more than 4%, while Applied Optoelectronics (AAOI) and Credo gained more than 3%. The move was reported by Odaily in a market analysis newsflash. No additional details on the drivers behind the gains were provided in the source.

50

US Stocks

2026-09-01 13:53:57

US Optical Communication Stocks Fall Broadly, AXT Down Over 8%

US optical communication stocks fell broadly on Monday, with AXT dropping over 8% and multiple others including Applied Optoelectronics, Marvell Technology, and Astera Labs falling over 5%, according to data from MSX.COM.

960

Serenity

2026-08-09 01:16:04

Serenity stays bullish on memory names as attention swings back to AXTI and LITE

Serenity said in a post on X that he remains bullish on memory stocks such as Micron and Samsung, while adding that this week’s focus in the photonics space has shifted back to AXT and Lumentum. He pointed to earlier signs of tight supply across the photonics sector, saying laser capacity at Coherent and Lumentum has already been sold out for the next two years. He also cited AAOI’s previous earnings report as evidence that demand for optical modules remains strong. On the memory side, Serenity said many retail investors have gone through panic selling, even as the broader setup has not fully broken down. He acknowledged that the market has changed in some respects, including memory optimization tied to Nvidia Rubin Ultra and the fact that memory prices have not risen as sharply as previously expected. Even so, he argued that at current prices, operating profit at storage companies still looks unusually large relative to market capitalization, especially with storage demand seeing structural growth. He added that the supply-demand imbalance could become more severe next year and said market sentiment often shifts faster than industry bottlenecks or underlying fundamentals.

2260

Nvidia

2026-08-03 11:45:36

Nvidia says Spectrum-X CPO switch is in production as optical communications trade shifts to lasers and materials

Nvidia has told the market that its Spectrum-X Ethernet Photonics switch has entered production, easing fears that co-packaged optics, or CPO, had been pushed back across the board. That update changed the debate. Investors are no longer focused on whether the product can be built at all, but on when shipments can scale and whether that demand will show up in reported results. WhiteLine Daily argues that the clearest near-term opportunity is not the whole optical module space. Capital has been leaning instead toward the earlier parts of the supply chain, especially lasers, indium phosphide materials and production equipment. The positioning of the LAZR photon and optical communications ETF reflects that preference, with exposure spread across laser makers, InP substrate suppliers, MOCVD equipment, silicon photonics foundry capacity and testing. The report also points to AXT and Aehr as two companies showing more direct operating signals. AXT posted stronger second-quarter revenue and margin, while Aehr reported rising orders and backlog alongside a higher fiscal 2027 revenue outlook. Even so, the report says the next step is still confirmation: larger Nvidia shipments in the second half, upstream orders turning into revenue, and a clearer customer list and delivery timeline for scale-up CPO.

1890

photonics

2026-06-23 19:01:03

Photonics Industry Chain 10X Stock Map: The 'Shovel Sellers' AI Data Centers Can't Avoid

As AI data centers upgrade from 800G to 1.6T and 3.2T, the bottleneck shifts from chips to photonic transmission. Podcast host Brian dissects the entire photonics chain, highlighting Corning, Amphenol, Credo, Ciena, AXT, and VEO Solutions as key suppliers, while advising to wait for pullbacks.

1390

photonics sup

2026-06-23 17:01:02

The End of AI Is Light: A 10X Stock Photonics Supply Chain Map Most People Overlook

The real bottleneck in AI data centers isn't a single chip, but the entire photonics supply chain that converts electrical signals to optical and moves massive data. Brian, a former procurement expert from Amazon and Target, explains that as the industry upgrades from 800G to 1.6T and 3.2T, the biggest gains flow to essential suppliers like Corning, Amphenol, Ciena, and upstream materials and testing companies. This article breaks down the complete photonics chain and highlights high-growth stocks to watch.

1360

photonics sup

2026-06-23 11:01:16

Photonics Industry Chain Deep Dive: From Glass to Testing, Who Will Dominate AI Data Center Growth?

AI data centers face copper's physical limits, making photonics the inevitable choice. Former Target and Amazon executive Brian dismantles the photonics supply chain — from Corning's fiber, Amphenol's connectors, Ciena's systems, to upstream materials (AXT) and testing (VEO) — highlighting overlooked 10X potential stocks at each layer.

1330