Stock Market Today: Dow Jones, S&P 500, Nasdaq 100 Futures Slip Ahead of Data-Heavy Week, Nvidia Earnings, and Jackson Hole—BABA, PMI, BIRK in Focus (UPDATED)

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.

Kirby McInerney LLP Alerts Investors Who Acquired Alibaba Group Holding Limited BABA Securities Between June 26, 2025 and June 24, 2026 of Pending Lawsuit

Law firm Kirby McInerney LLP announced pending securities class action lawsuits against Alibaba Group Holding Limited, Taboola.com Ltd., and Alarum Technologies Ltd. The Alibaba lawsuit alleges the company made false statements regarding its control by China's Ministry of Industry and Information Technology and engaged in unauthorized AI model distillation attacks. Stock prices declined significantly following disclosure of these issues in June 2026. Investors have until specified deadlines in October 2026 to seek lead plaintiff status.

Kirby McInerney LLP Alerts Investors Who Acquired Alarum Technologies Ltd. ALAR Securities Between March 20, 2025 and July 2, 2026 of Pending Lawsuit

Law firm Kirby McInerney LLP announced pending securities class action lawsuits against three companies. Alarum Technologies faces allegations that its NetNut subsidiary engaged in illegal activity linking customer devices to networks without consent, enabling cybercriminals. Following FBI and Google actions in July 2026, Alarum's stock fell significantly. Similar lawsuits are pending against Taboola and Alibaba for alleged securities fraud during their respective class periods.

Alibaba vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Alibaba and Uber Technologies as investment options for 2026. Alibaba operates a massive e-commerce and cloud computing ecosystem in China with conservative financials but faces regulatory risks and slowing growth. Uber has a global platform with strong revenue growth (18% YoY) and higher margins (19%), though it faces legal challenges and driver classification issues. The author recommends Uber as the better buy due to its global reach, settled market position, and more attractive valuation metrics despite Alibaba's strong AI cloud segment growing 45% YoY.