Chip Stocks Tumble, Crushing Investor Hopes for a Long-Term Rebound

Investors hoping for a sustained rebound in the AI trade after yesterday's big tech gains may have to wait.

Investopedia • Oct 22, 2026

Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

Optical networking stocks that powered the AI data-center trade this year are falling fast, and the selling is landing on the group's biggest names at once. Coherent (NYSE:COHR | COHR Price Prediction) stock is trading at $209.

24/7 Wall Street • Oct 22, 2026

Why Lumentum (LITE) is a Top Growth Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Oct 20, 2026

We don't see ANY END IN SIGHT: Lumentum CEO

Lumentum CEO Michael Hurlston discusses his company's growth amid the technology boom on 'Claman's Power Players.'

Fox Business • Oct 19, 2026

Optics Stocks Rally Ahead of Earnings: Applied Optoelectronics Jumps 5%, Lumentum Adds 4%, Coherent Rises 2%

Applied Optoelectronics (NASDAQ:AAOI) stock jumped 5% to $79.01 on Monday as optics names advanced ahead of upcoming earnings reports. Lumentum (NASDAQ:LITE | LITE Price Prediction) shares rose 4% to $856.18, while Coherent (NYSE:COHR) stock climbed 2% to $236.93.

24/7 Wall Street • Oct 19, 2026

Arm vs. Lumentum: Which Tech Stock Is a Better Buy in 2026?

Arm provides the energy-efficient processor architecture that powers the vast majority of the world's smartphones and an increasing share of data centers. Lumentum is a leading manufacturer of optical and photonic products that enable high-speed communication within artificial intelligence infrastructure.

The Motley Fool • Oct 19, 2026

The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

The artificial intelligence (AI) trade finally cracked. After months of resilience while utilities, real estate and consumer discretionary names took a beating, the market's favorite growth story is now the one getting sold, and investors sitting on big gains are rushing to lock them in.

MarketBeat • Oct 19, 2026

Nearly 40% of the S&P 500 is in a bear market. Here are 10 of those stocks that analysts say can gain up to 81%.

The S&P 500's strong overall performance reflects its heavy weighting at the top. Under the surface, more than a third of the index's stocks are down at least 20% from their 52-week highs.

Market Watch • Oct 16, 2026

Coherent Has Massively Diappointed Investors for 6 Months: A Respected Analyst Predicts It Will Double Moving Forward

Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.

24/7 Wall Street • Oct 15, 2026

Optical Stocks Extend Slide as Money Rotates Into Defensives: Applied Optoelectronics Falls 6%, Coherent Drops 7%, Lumentum Slips 5%

Optical suppliers tied to the artificial intelligence (AI) data center buildout are extending their slide as money shifts into defensive sectors. Applied Optoelectronics (NASDAQ:AAOI) stock is down 6% to $80.97 in early trading, leading the group lower.

24/7 Wall Street • Oct 15, 2026