Ciena (NYSE:CIEN) is up 8.9% in Tuesday’s session, climbing from $318.54 to $346.89 intraday. Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) are right behind, up 7.77% and 7.02% respectively. The ...

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

Nvidia is investing heavily in advanced laser technologies for AI data centers -- and these two companies are benefiting.

Broadcom backs copper interconnects over co-packaged optics for AI data centers, citing lower latency, power and cost; see ...

The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum ...

Optics solutions supplier Coherent debuted a quad-channel transimpedance amplifier (TIA) designed to power next-generation 800 Gb/s (800G) and 1.6 Tb/s (1.6T) optical transceivers.

Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the general availability of the industry’s first dual-laser QSFP28-DCO module designed to enable bi-directional 100G coherent ...

Nvidia’s $4B photonics push highlights InP capacity bottlenecks. Click for an updated look at Aeluma, Inc. and other companies besides ALMU that may benefit.

SAXONBURG, Pa., March 04, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today introduced the WaveMaker 4000A Programmable Optical Spectrum Synthesizer, designed ...