Semiconductor Materials and Biotech Stocks Drive Mid‐cap YTD Rally

Seeking AlphaMay 15 18:59

Micron Rallied 90% In A Month — These 10 Small‐Cap Stocks Blew Past It

BenzingaMay 14 22:18

U.S. Stocks in Focus | Leading AI optical interconnect company POET Technologies surges more than 30%, topping the list of gainers among optical communications stocks.

Gelonghui, May 14 | POET Technologies, the leading player in AI optical interconnects, surged more than 30%, topping the list of gainers among optical‑communication stocks. Lumen Technologies rose over 9%, MaxLinear climbed nearly 6%, Marvell Technology advanced 4.4%, and Broadcom gained 2.8%. On the news front, POET Technologies announced a strategic supply and joint‑development agreement with Lumilens, aimed at leveraging its Electro‑Optic Interposer (EOI) platform to advance wafer‑level photonic integration for next‑generation AI‑driven optical networks.

Gelonghui FinanceMay 14 22:10

MaxLinear Rolls Out Trinity Platform

BenzingaMay 14 20:41

Taiwan Semiconductor Introduces the 'Three-Layer Cake' Theory for AI Chips: Optical Interconnects Deemed 'Most Important in the Future,' COUPE Technology May Take Center Stage

① Taiwan Semiconductor's co-COO Zhang Xiaoqiang stated that AI chips can be divided into three levels: computing, heterogeneous integration and 3D IC, photonics, and optical interconnects; ② It was revealed that the world’s first 200Gbps micro-ring modulator using COUPE technology began production this year; ③ In April this year, Taiwan Semiconductor announced that its COUPE silicon photonics integration platform is expected to enter mass production this year, becoming a key milestone in promoting the implementation of CPO.

cls.cnMay 14 14:15

Who will bring an end to the AI bull market, positioning or narrative?

The U.S. stock market's rally over the past six weeks has been one of the strongest in 70 years, with mechanical funds nearing full bullish positions. Since March, nearly 40% of the gains have been solely driven by the semiconductor sector. Without AI, this market performance would be considered mediocre. However, this bull market faces two major risks: technical overcrowding of positions and whether the AI narrative can continue. Nomura warned that if a 'DeepSeek-style' shock occurs, Nasdaq may trigger a circuit breaker, with semiconductor ETFs potentially dropping 15% in a single day.

wallstreetcnMay 14 09:51