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Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.

Lumentum Holdings Inc. logo LITE -1.97%
247wallst | 1 month ago

AMD Is Now More Expensive Than Nvidia And Broadcom

Advanced Micro Devices, Inc. posted record Q2 results, with revenue up 50% YoY to $11.54B, driven by data center strength. Management doubled CPU TAM expectations to $220B by 2030, projecting a 50% CAGR, but AMD's gross margins lag behind Nvidia's and Broadcom's. Despite robust EPS growth forecasts (58.3% CAGR through 2028), AMD trades at a premium P/E of 72x, above peers and historical averages.

Advanced Micro Devices, Inc. logo AMD -0.55%
Seekingalpha | 1 month ago

Evolv Offers Good Risk/Reward At A 52-Week Low

Evolv delivers strong revenue growth, improved cash flow, and upwardly revised FY26 guidance despite gross margin headwinds and a 52-week stock price low. EVLV's competitive advantage lies in its AI-driven technology, expanding customer base, and data moat, with 70 new customers and robust adoption of Gen2 and eXpedite. Gross margin pressure stems from a higher mix of purchase subscriptions and Gen2 upgrades, but price increases and manufacturing changes aim to offset input cost inflation.

Evolv Technologies Holdings, Inc. logo EVLV +0.21%
Seekingalpha | 1 month ago

Vitalik Buterin Says 90% of His Net Worth Bets Against a 50% Bitcoin Crash

Vitalik Buterin rejects a prediction that AI could halve Bitcoin within two years, saying roughly 90% of his net worth is already positioned the other way.

BTCUSD -0.37%
Coinpaper | 1 month ago
Trump Crypto News: BTC $81,000 Rejection Puts September Fed Meeting in Focus

Trump Crypto News: BTC $81,000 Rejection Puts September Fed Meeting in Focus

The August jobs report sent Bitcoin below $81,000 as traders raised rate-hike bets, while $730.8 million in Bitcoin ETF inflows continued.

BTCUSD -0.37%
Cryptonews | 1 month ago
Trading expert sets date when Bitcoin will hit $106,000

Trading expert sets date when Bitcoin will hit $106,000

A trading expert has identified late August 2027 as the likely timeframe for Bitcoin (BTC) to reach $106,000, citing a long-term bullish chart pattern that has been forming since the 2021 market peak.

BTCUSD -0.37%
Finbold | 1 month ago
Silver Price Forecast: Rate Pressure Keeps $64–$68 Range Intact

Silver Price Forecast: Rate Pressure Keeps $64–$68 Range Intact

Silver remains compressed between $64 and $68 as higher US rate expectations and stubborn yields weigh on the short-term outlook.

XAGU
XAGUSD -1.67%
Fxempire | 1 month ago
XRP's Derivatives Boom Meets a Mega Price Ceiling

XRP's Derivatives Boom Meets a Mega Price Ceiling

Technical signs are crystal-clear: XRP enters consolidation following huge Futures turnaround.

XRPUSD -0.77%
Dailycoin | 1 month ago
One Crypto Sector Is Up 213% Since Bitcoin's Peak While Altcoins Sink 58%

One Crypto Sector Is Up 213% Since Bitcoin's Peak While Altcoins Sink 58%

Privacy coins are up 213% since Bitcoin's October peak while the median top-200 token is down 58%, with gains extending beyond Zcash.

BTCUSD -0.37%
Coinpaper | 1 month ago
Standard Chartered Introduces Bitcoin (BTC) and Ethereum (ETH) Spot Trading for UAE based Institutions

Standard Chartered Introduces Bitcoin (BTC) and Ethereum (ETH) Spot Trading for UAE based Institutions

Standard Chartered (LON: STAN) has expanded its digital-asset services in the United Arab Emirates, introducing institutional spot trading in Bitcoin and Ethereum through its Dubai International Financial Centre unit.

BTCUSD -0.37%
Crowdfundinsider | 1 month ago

Why Franchise Models Are Winning the Restaurant Stock Divide

Lower-income consumers have been pulling back on spending. But the impact on quick-service restaurant stocks hasn't been the same.

Franchise Group Inc logo FRG 0%
Marketbeat | 1 month ago

Bitcoin Price Rejected at $80.5K as Bulls Scramble to Defend $79K

Bitcoin's price was trading between $79,300 and $79,500 on Sept. 7 after a significant rejection from $80,537 left its short-term price action caught between fading momentum and a still-constructive daily trend. The market remains inside a $79,013-$80,537 intraday range, putting those boundaries firmly in the cards as the levels that could determine what comes next.

BTCUSD -0.37%
News | 1 month ago

Bitcoin Traders Are Surprisingly Calm Ahead of CPI and the Fed: Is a Big Move Coming?

Big economic week is ahead with inflation datacoming on Thursday but BTC is untypically silent.

BTCUSD -0.37%
Cryptopotato | 1 month ago

Natural Gas Posts a 3% Weekly Gain on Supportive Demand Trends

WMB, RRC and EXE offer natural gas exposure as LNG demand rises, storage builds slow and hot weather supports cooling demand.

The Williams Companies, Inc. logo WMB -1.28%
Zacks | 1 month ago

5 Top-Ranked Growth Stocks to Strengthen Your Portfolio in September

AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.

Comfort Systems USA, Inc. logo FIX -4.21%
Zacks | 1 month ago

Malone Lam to appear in court over alleged $230M Bitcoin theft

The case underscores the growing legal recognition of cryptocurrency crimes, highlighting the challenges of digital asset recovery and human vulnerabilities. Malone Lam to appear in court over alleged $230M Bitcoin theft.

BTCUSD -0.37%
Cryptobriefing | 1 month ago

Tokens created out of thin air may explain how $320 million in Bitcoin left the Liquid sidechain

Researchers examining the roughly $320 million Liquid Network incident have identified an alleged failure in the software's transaction-validation cache, offering a more specific explanation for how unbacked tokens could be redeemed for real Bitcoin. Accounts also raise a deployment question.

BTCUSD -0.37%
Cryptoslate | 1 month ago

Vitalik Buterin Says Bitcoin Can Adapt To AI Threats

Vitalik Buterin believes bitcoin security will withstand the advances of artificial intelligence. However, the Ethereum co-founder has not wagered 90% of his fortune on a new bet, as he thinks his crypto holdings already expose him to such a scenario.

BTCUSD -0.37%
Cointribune | 1 month ago

XRP Whales Hold $1.40 as Lummis Warns: 'No CLARITY Now Means 2030' - Main Crypto News This Morning

On Monday, September 7, 2026, the cryptocurrency market moved into tight consolidation. The industry's market capitalization remained locked in the $2.77–$2.80 trillion range, while Bitcoin is holding the $79,600–$80,100 range, consolidating Friday's short squeeze toward $82,000.

XRPUSD -0.77%
U | 1 month ago

Solana price holds $103 support despite bearish CMF

Solana price fell 1.4% on Sept. 7 after another rejection near $107, while weakening capital flows and nearby liquidation clusters increased the risk of further volatility.

SOLUSD -1.19%
Crypto | 1 month ago

Why Apple May Be the Safest AI Stock Nobody Calls an AI Stock

Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.

Apple Inc. logo AAPL +0.91%
247wallst | 1 month ago

Solana is catching memecoin liquidity – Can SOL turn it into a bull rally?

Solana's memecoin liquidity is picking up, but can it translate into a broader Q4 rally?

SOLUSD -1.19%
Ambcrypto | 1 month ago

Ares Capital Yields 9.6%, And Q2 Reinforced Why It's My Favorite BDC

Ares Capital remains my top BDC pick, offering a durable 9.6% yield and industry-leading underwriting through credit normalization. Q2 2026 showcased resilient credit metrics, accelerating deal flow, and enhanced funding flexibility, with $6 billion in liquidity and a new commercial paper program. Dividend coverage is robust: NII, TTM core earnings, and $1.38/share spillover reserve support the $0.48 quarterly payout, with 60 consecutive stable or rising payments.

Belden Inc. logo BDC -3.36%
Seekingalpha | 1 month ago

XRP Ledger crosses $1 billion in stablecoin market cap

The XRP Ledger (XRPL), which uses XRP as its native token, has recorded a double-digit percentage increase over the past 30 days in its stablecoin market capitalization to over $1 billion on Monday.

XRPUSD -0.77%
Finbold | 1 month ago

TAO Pushes Toward $300 With Bittensor Logging a Solid Five-day Gain

TAO extended its five-day rally to roughly 25%, reaching a two-month high as buyers pushed toward the psychologically important $300 resistance level. Buttensor's launch on Solana added attention and a direct demand link, with transaction fees used to purchase TAO and distribute it to BUTT holders. Open interest hit a three-month high of $428.

TAOUSD -2.62%
Crypto-economy | 1 month ago

Apple's Sept. 9 Event Could Change Everything

Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.

Apple Inc. logo AAPL +0.91%
247wallst | 1 month ago

Euro benefits from weaker US Dollar as ECB decision looms

Euro benefits from weaker US Dollar as ECB decision looms

EURUSD +0.01%
Fxstreet | 1 month ago

AMD's Whole AI Story Has One Threat It Cannot Ignore: Broadcom

AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.

Advanced Micro Devices, Inc. logo AMD -0.55%
247wallst | 1 month ago

USD/JPY outlook: Japanese yen extends gains, hits the highest in over six months

USD/JPY outlook: Japanese yen extends gains, hits the highest in over six months

USDJPY +0.07%
Fxstreet | 1 month ago

Parsons' Pullback May Give Defense and Infrastructure Investors a Second Look

Parsons TodayPSNParsons$47.55 -0.03 (-0.06%) As of 09/4/2026 03:58 PM Eastern52-Week Range$36.26▼$89.50P/E Ratio32.79Price Target$64.08Add to WatchlistParsons Corp. NYSE: PSN is one of the few companies to sit at the intersection of two high-demand growth industries that investors often consider separately: critical infrastructure and defense modernization. While many companies are pivoting toward defense—and plenty of defense-focused investments have done very well so far this year—Parsons has seen share prices go the opposite direction.

Parsons Corporation logo PSN -0.19%
Marketbeat | 1 month ago
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