Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.

One of the new congestion points in AI is the speed at which data can be transferred. Nvidia has been aggressively investing in companies that could offer a solution.

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.

Here is how Coherent (COHR) and Enpro (NPO) have performed compared to their sector so far this year.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.

The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a different challenge is emerging: moving massive amounts of data between those processors.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand. COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth.