Nasdaq Tumbles Over 350 Points Amid Elevated Bond Yields: Investor Sentiment Weakens, Fear & Greed Index Moves to ‘Neutral’ Zone

Shares of electronic equipment-related companies are trading higher, possibly amid overall market strength and sliding oil prices that ease inflation concerns. The industry, which provides infrastructure needs, may be moving alongside the AI sector's rally.

Coherent's Datacenter Business Powers its Revenue Growth

Coherent reported fiscal Q4 revenues of $2.05 billion, with datacenter and communications segment generating $1.62 billion (79% of total revenue), up significantly from $1.02 billion a year ago. The company's stock has surged 171% over the past year, driven by strong AI and optical transition demand. Peers Lumentum and Fabrinet are similarly benefiting from the datacenter boom, though supply chain and inventory concerns persist.

Shares of electronic equipment-related companies are trading lower, possibly in reaction to rising oil prices.

Lowe's Offers Drone Delivery

Lowe's pilots new fulfillment method in home market of Charlotte, N.C., delivering project essentials to customers in as fast as 20 minutesProducts can be ordered through the DoorDash app and delivered via Wing

Beneath Lululemon’s Stock Slump Lies a Broader Spending Squeeze

Lululemon shares have plunged 53% in 2026, but Michael Burry sees opportunity as weakness spreads across apparel, retail and the broader consumer sector.

Bill Ackman Said ‘Hell Is Coming’ in 2020 — How a $27 Million Hedge Turned Into $2.6 Billion as He Bought the Crash

Bill Ackman turned a $27M COVID-era credit hedge into $2.6B, then bought discounted stocks during the 2020 market crash.