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Coherent: The sweetest trouble in optical communications—orders scheduled through 2028, stock price drops first out of caution

Coherent: The sweetest trouble in optical communications—orders scheduled through 2028, stock price drops first out of caution

① **Record revenue of $1.81 billion, with growth accelerating:** Year-over-year growth of 21% (+27% on a pro forma basis), quarter-over-quarter growth of 7%. More importantly, Q4 guidance midpoint is $1.98 billion (+10% QoQ), and management has clearly stated that FY2027 growth rate will exceed FY2026—even with the revenue

xAI, founded by Musk, is transforming into a cloud computing company.

xAI, founded by Musk, is transforming into a cloud computing company.

``` Will xAIbecome the next CoreWeave? This week, SpaceX announced that its xAI division reached a computing power supply agreement with AI company Anthropic, providing the latter with computational resources. Just a few weeks ago, xAI had signed a similar deal with AI programming startup Cursor. Musk soon responded on the

Nvidia partners with Corning: Optical connectivity demand in AI data centers is about to surge

Nvidia partners with Corning: Optical connectivity demand in AI data centers is about to surge

``` The multi-year strategic alliance signed between Nvidia and optical fiber giant Corning reflects the industry trend of explosive demand for optical connection products in the AI data center era, and directly catalyzes the entire optical supply chain market. On May 6, according to a previous Wallstreetcn article, Corning, the leading

Add fuel to the fire! The world-leading South Korean stock market is about to welcome American retail investors' funds.

Add fuel to the fire! The world-leading South Korean stock market is about to welcome American retail investors' funds.

``` Since the beginning of this year, the South Korean stock market has topped major global markets with a rise of more than 75%, and it is now set to welcome incremental funds from American retail investors. Recently, one of the largest online brokers in the U.S., Interactive Brokers, announced

TCL Huaxing's Tale of Two Extremes: LCD Holds the Line, OLED Continues to Bleed and Struggle

TCL Huaxing's Tale of Two Extremes: LCD Holds the Line, OLED Continues to Bleed and Struggle

``` Author | Huang Yu After delivering a quarterly report with a sharp increase in profits, TCL Technology disclosed the true operating conditions behind the profit growth. On May 7, TCL Technology released its latest investor relations activity record sheet, providing a detailed explanation of its operating conditions for the first quarter

The potential of CATL's sodium-ion batteries has been severely underestimated by the market.

The potential of CATL's sodium-ion batteries has been severely underestimated by the market.

Morgan Stanley believes that the strategic value of CATL’s sodium-ion battery is being systematically underestimated by the market. According to Chase Wind Trading Desk, on May 6, the Jack Lu team at Morgan Stanley released a research report, pointing out that **investors’ objections to sodium-ion batteries are centered on

After falling from the "throne," Bank of Beijing accelerates clearing its accounts.

After falling from the "throne," Bank of Beijing accelerates clearing its accounts.

Once the cycle’s gears begin to turn, even a giant that has dominated the throne for a dozen years must learn to regain balance in the midst of weightlessness. With the disclosure season for the first quarter 2026 now concluded, the reshuffling of the city commercial bank sector is