Nasdaq Drops, Chip Stocks Crater As Bond Yields Bite: Stock Market Today

Shares of fiber optic connectivity companies are trading higher. Ciena announced three-year targets to 2029 of sales CAGR of approximately 30%, adjusted gross margin of approximately 50%; adjusted operating margin of 32% to 35% and free cash flow margins of approximately 20%.

8-K filing — APPLIED OPTOELECTRONICS, INC. (AAOI)

Filed: 2026-09-15 AccNo: 0001683168-26-007160 Size: 278 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

Coherent Corp (COHR) has experienced a 24% monthly decline after a 155% annual surge. Despite premium valuation, the company's AI-focused portfolio, strong datacenter revenue growth (58.6% YoY), expanding margins, and capacity expansion plans support a positive long-term outlook. The stock is rated a Buy, though risks include hyperscaler spending cycles and customer concentration.

Salesforce vs. Figma: Evaluating the Better High-Growth Software Stock to Buy in 2026

The article compares Salesforce and Figma as investment options in 2026. Salesforce, the dominant CRM leader, offers proven profitability with $41.5B revenue, 18% net margins, and $14.4B free cash flow, trading at a reasonable 23.3x P/E ratio. Figma, a rapidly growing design platform, shows 41% revenue growth but remains unprofitable with a negative 118.4% net margin and trades at a premium 66.2x forward P/E. The author recommends Salesforce as the better investment due to its financial stability, competitive moat through AI capabilities, and reasonable valuation, despite acknowledging Figma's impressive growth trajectory.

AI Productivity Tools Market Expected to Hit $69.22 Billion by 2035 at a 19.50% CAGR | SNS Insider

The global AI Productivity Tools Market is valued at $11.72 billion in 2025 and expected to reach $69.22 billion by 2035, growing at a 19.50% CAGR. North America leads with 36% market share, while Asia Pacific shows the fastest growth at 21.21% CAGR. Cloud-based deployment dominates at 65% share, with subscription models accounting for 55% of revenue. Key growth drivers include enterprise automation, data analytics, code generation tools, and RPA adoption across industries.

DA Davidson Maintains Buy on Adobe, Raises Price Target to $290

DA Davidson analyst Gil Luria maintains Adobe (NASDAQ:ADBE) with a Buy and raises the price target from $250 to $290.