Marvell Fell After Its Google Deal. Why Did Investors Sell These Two AI Optics Stocks Too?
Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the…
Photonics names are beating stocks everywhere. AI will help them win
There’s one group of stocks within the broader artificial intelligence buildout that’s handsomely beating the rest of the…
Nvidia discloses $21 billion stake in SpaceX at end of second quarter
Elon Musk, chief executive officer of Tesla Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally
Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending. Alphabet increased its 2026 capital…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Nvidia is investing billions into tech that could change the AI sector
Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as…
Nvidia embraces AI investor, topping $40 billion in equity bets 2026
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly…
IREN shares pop 13% on AI infrastructure deal with Nvidia
Thomas Fuller | SOPA Images | Lightrocket | Getty Images IREN shares popped 13% in extended-trading on Thursday…
Nvidia, Corning partner on three new optical factories NC, Texas
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three…