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The move came as investors reduced exposure to one of the strongest AI infrastructure trades of the past year. Coherent has become a key supplier in the optical networking ecosystem, with its products supporting high-speed data movement across AI data centers.
Key HighlightsTesla’s robotaxi rollout has expanded across multiple U.S. metro areas, anchoring the AI growth narrative.Recent EV deliveries have come in soft, with a model refresh disrupting production.The stock trades below its late-2024 record as bulls and bears debate the autonomy thesis.Capital spending plans …
Key HighlightsSandisk is a newly independent NAND and SSD pure-play following its 2025 separation from Western Digital.AI-driven data-center storage demand has tightened NAND supply and lifted pricing.The single-product focus makes Sandisk easier to model but more exposed to memory cyclicality.A shift toward long-term agreements …
Key HighlightsNVIDIA is the single most important stock in the AI infrastructure trade and a top driver of index moves.Data-center GPUs and networking remain the core engine, supported by large hyperscaler commitments.The stock carries an above-$5 trillion market value, making it a barometer for …
Key HighlightsAzure cloud growth accelerated to around 40%, reinforcing Microsoft’s AI leadership.Microsoft 365 Copilot surpassed 20 million paid seats, showing enterprise AI traction.Capital expenditures approaching $190 billion underscore the scale of the AI buildout.Soaring memory costs are a notable pressure on AI infrastructure spending.Azure …
Key HighlightsMeta raised its 2026 capital-expenditure guidance to as much as $145 billion.The spending hike triggered a sharp initial selloff despite strong ad revenue.Advertising revenue grew strongly, underpinning the core business.The stock has been volatile within a wide twelve-month range.The return on AI spending …
Key HighlightsMicron has been a high-volume name as traders weigh the durability of the AI memory upcycle.High-bandwidth memory for AI accelerators is the central growth story and the main swing factor for sentiment.A quarterly earnings report due in late June 2026 is the near-term …
Key HighlightsMarvell has emerged as a leading supplier of custom AI silicon and data-center interconnect.Hyperscaler demand for tailored accelerators is the central growth driver and rally catalyst.Data-center revenue has reached record levels, with management guiding to strong multi-year growth.A shift toward custom silicon can …
Key HighlightsIntel shares have surged in 2026 on foundry-turnaround optimism and AI partnerships.A growing foundry pipeline with major customers underpins the comeback narrative.Data-center revenue showed its first double-digit growth in years.The rally has stretched the valuation well above historical averages.Foundry execution and customer commitments …
Key HighlightsBroadcom’s AI semiconductor revenue surged, driven by custom accelerators and AI networking.Guidance points to continued sharp acceleration in AI chip revenue.VMware is approaching $30 billion in annual revenue at high margins as it shifts to subscriptions.Shares pulled back from record highs amid market-wide …
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