POET Technologies: Celestial AI's Takeover Validates Its Potential As A Key AI Enabler

POET's commercial momentum, with 2 purchase orders secured, is likely to accelerate following Marvell's acquisition of Celestial AI, whose Photonic Fabric is built upon POET's Optical Interposer platform. By being a critical supplier to Marvell, POET's chances of securing high-volume purchase orders from tier-1 suppliers have significantly improved, in my opinion. The technology validation POET received following Marvell's acquisition of Celestial AI enhances its position as a takeover target, especially by Coherent.

Seeking Alpha • Dec 8, 2025

Why Poet Technologies Stock Plummeted Today

Shares of Poet Technologies soared on Wednesday on news of an upwardly revised price target. Marvell is acquiring optical connectivity specialist, Celestial AI.

The Motley Fool • Dec 5, 2025

Why Shares of Poet Technologies Are Soaring Today

Poet Technologies develops optical engines suited for AI computing. Marvell announced the acquisition of Celestial AI.

The Motley Fool • Dec 3, 2025

5 Emerging Tech Stocks I'm Buying on This Sharp Pullback

Recent volatility has created attractive entry points across high-growth technology stocks. These five companies span photonics, quantum computing, aviation, robotics, and space infrastructure.

The Motley Fool • Nov 15, 2025

Brilliant Photonics, Brutal Fundamentals: Why I Would Sell Out Of POET Technologies

POET Technologies is a small-cap company designing photonic integrated packaging solutions for advanced semiconductor and AI data center applications. POET leverages its Optical Interposer™ platform to integrate electronic and photonic devices, targeting the growing demand for high-speed optical modules. While some compare POET to a nascent NVIDIA, POET is an early-stage designer, not a manufacturer, and lacks major commercial agreements.

Seeking Alpha • Nov 14, 2025

POET Technologies Reports Third Quarter 2025 Financial Results

TORONTO, Nov. 13, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today reported its unaudited condensed consolidated financial results for the third quarter ended September 30, 2025. The Company's financial results as well as the Management Discussion and Analysis have been filed on SEDAR+. All financial figures are in United States dollars (“USD”) unless otherwise indicated.

GlobeNewsWire • Nov 13, 2025

8 AI Stocks I'd Buy Right Now

AI is the center of the investing universe right now. Each of these eight companies solves a specific AI infrastructure bottleneck, from chip manufacturing equipment to optical data transmission to nuclear power generation.

The Motley Fool • Nov 13, 2025

POET Technologies and Quantum Computing Inc. to Co-Develop 3.2Tbps Optical Engines for CPO and Next-Gen AI Connectivity

400G/Lane, TFLN modulator-based innovation to play a key role in the future of computing 400G/Lane, TFLN modulator-based innovation to play a key role in the future of computing

GlobeNewsWire • Nov 11, 2025

POET Technologies and Quantum Computing Inc. to Co-Develop 3.2 Tbps Optical Engines for CPO and Next-Gen AI Connectivity

400G/Lane, TFLN modulator-based innovation to play a key role in the future of computing SAN JOSE, Calif. and HOBOKEN, N.J.

PRNewsWire • Nov 11, 2025

Why Poet Technologies Stock Soared 16.2% in October

Poet stock soared on news that it had received its largest investment. A customer placed a $5 million purchase order for Poet's Infinity optical engines.

The Motley Fool • Nov 9, 2025