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Increasingly Important to AI Infrastructure","url":"https://stock-news.laohu8.com/highlight/detail?id=2658923503","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658923503?lang=en_us&edition=fundamental","pubTime":"2026-08-12 12:08","pubTimestamp":1786507680,"startTime":"0","endTime":"0","summary":"0408 GMT - Optics is emerging as an increasingly important part of AI infrastructure, says Charu Chanana, Saxo Markets chief investment strategist. As AI clusters grow, more data needs to move quickly and efficiently between GPUs, servers, racks and data centers, she says in a research note. Optical interconnects transmit data using light and can provide the high bandwidth and energy efficiency increasingly required as AI networks scale, she says. Major industry players include China's Zhongji Innolight and Eoptolink Technology and the U.S.'s Lumentum and Coherent. Chanana notes that U.S.-China geopolitical tensions could reshape the competitive landscape, potentially shifting demand toward non-Chinese suppliers such as Lumentum and Coherent.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2289578879.USD","SPRX","BK4157","LU1934453819.USD","LU2211815571.USD","LU1303224171.USD","AIPO","COHR","SG9999011746.SGD","VTHR","LAZR","LU0327786744.USD","IE00B12V2V27.USD","SGXZ81514606.USD","LU0289739343.SGD","BK0077","LU0871576103.HKD","300502","LU1997244956.HKD","LU2473716301.USD","COHC","LITX","LU2272731865.HKD","AGIX","LITG","LU2476274308.USD","LU1861215975.USD","CHAT","300308","QTOC","COHX","LU2778985437.USD","LU0823414551.USD","COHH","LITE","LU1992135472.HKD","IE00B7SZL793.SGD","SGXZ99366536.SGD","LU1655091616.SGD","LU0164939612.USD","LU2399975544.HKD","FOTO","LU0039217434.USD","IE0034224299.USD","LUMA","EGGY","LU0634319403.HKD","LU0164865239.USD","LU2357125470.USD","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658979729","title":"As Lumentum Gears up for Earnings, Here's a Sign the Optical Trade is Clawing Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2658979729","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658979729?lang=en_us&edition=fundamental","pubTime":"2026-08-11 19:46","pubTimestamp":1786448760,"startTime":"0","endTime":"0","summary":"A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycleLumentum reports quarterly earnings after Tuesday's closing bell.The ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z4B17.USD","LU1720051017.SGD","LU2272731782.SGD","LU2357305700.SGD","LU2322448791.USD","IE00B7SZL793.SGD","LAZR","LU0289739343.SGD","LU2211815571.USD","LU2322448957.HKD","LU1720051108.HKD","LU2290526834.HKD","LU2294711713.HKD","SGXZ51526630.SGD","LU0289961442.SGD","LU0240878834.USD","LU2357125470.USD","LU1861220033.SGD","BK4020","LU0106261612.USD","LU0348723411.USD","LUMA","LU0823414551.USD","LU1548497426.USD","LU2506951792.HKD","IE00B66KJ199.SGD","COHH","LU2543165471.USD","BK4585","LU2931357623.SGD","LU0511384066.AUD","LU0823414478.USD","LU1861215975.USD","SPRX","LU1992135399.USD","LU1992135472.HKD","LU0266013472.USD","LU2360107168.USD","SGXZ99366536.SGD","IE0031619046.USD","EGGY","LITX","COHC","LU2249611893.SGD","BK4588","FOTO","LU0205194284.USD","LYTE","LU2272731600.USD","LU2272731865.HKD","LU0012050646.USD","LITE","BK4157","BK4148","LU2089985449.USD","COHX","LU2473716301.USD","COHR","LU0274383776.USD","LU0205193047.USD","LU0240877869.USD","SGXZ81514606.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658964886","title":"Intel Stock Drop Puts 3 AI Infrastructure Shares On Retail Investors Radar","url":"https://stock-news.laohu8.com/highlight/detail?id=2658964886","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658964886?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:34","pubTimestamp":1786419246,"startTime":"0","endTime":"0","summary":"Intel’s US$15b stock offering has pushed fresh attention onto capital intensive growth, where huge spending on factories, chips, and infrastructure can reshape future earnings power. A 4% pre market drop in Intel shares has some investors worried, while others see potential openings across related large cap stocks. This article walks through 3 companies that sit in the crosshairs of this AI driven capex story.\nThe three stocks covered below are just a starting sample, since the full 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Closing Bell | Megacaps resist mild pullback as Dow edges 0.1% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1187786330","media":"US Closing Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187786330?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:03","pubTimestamp":1786392184,"startTime":"0","endTime":"0","summary":"MarketAugust 11, U.S. stocks closed mixed with modest losses as investors digested a lull in earnings and awaited fresh inflation data. The Dow Jones Industrial Average fell 0.11%, the S&P 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500 Top and Bottom Performing Stocks at About 03:30 P.m. 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The move comes ahead...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"64560525f7164c3f97e05313b2714ccc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MP","LU2360107168.USD","BK4168","LU2272731782.SGD","IE0009354923.USD","SMCC","IE0031619046.USD","BK4187","IE00BD6J9T35.USD","SGXZ81514606.USD","WSPC","LU1992135472.HKD","RKLX","LU2357305700.SGD","AAOI","SGXZ51526630.SGD","LU1992135399.USD","UFO","SCO","SMYY","COHX","BK4615","LU1548497426.USD","LU1861220033.SGD","MARS","BK4147","SETM","BK4543","MPG","EGGY","LU2089985449.USD","IE00B19Z4B17.USD","LU0053671581.USD","BK4157","IE00B66KJ199.SGD","LU1861215975.USD","RKLB","LU2322448791.USD","LU1720051108.HKD","BK4588","ASTX","LU2931357623.SGD","SMCZ","PTF","SMCL","SPRX","BK4170","USO","LU2290526834.HKD","SMCI","WARP","LU1720051017.SGD","LU2473716301.USD","FSPC","REMX","UCO","LU2272731865.HKD","ASTS","LU2211815571.USD","SMCY","DIPR","FCUS","RGLO","FOTO","XITK","ORBX","LU2322448957.HKD","LU0266013472.USD","LAZR","BK4570","MPL","REXC","COHH","BK4148","LU2272731600.USD","WTRE","RKLZ","LU0505663152.USD","ASTN","BK4564","COHR","SMCX","LU0274383776.USD","SGXZ99366536.SGD","AXTI","LUMA","BK4585","COHC","IE00B7SZL793.SGD","BK4089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657678984","title":"Coherent Corp’s AI Hopes Clash With Market Jitters","url":"https://stock-news.laohu8.com/highlight/detail?id=2657678984","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657678984?lang=en_us&edition=fundamental","pubTime":"2026-08-08 22:02","pubTimestamp":1786197762,"startTime":"0","endTime":"0","summary":"Coherent Corp ( ($COHR) ) has fallen by -8.76%. 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