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The Speed of Light: 5 Stocks Powering AI’s Optical Future
Authored by Thomas Hughes. Posted: 6/2/2026.
Key Points
- NVIDIA has invested more than $6.5 billion in photonics companies this year to overcome copper wiring bottlenecks and advance AI infrastructure.
- Marvell Technology, Lumentum, and Coherent Corporation are established, profitable photonics leaders whose stocks are rallying on business outperformance and improving guidance.
- Pre-revenue Aeluma offers a potentially disruptive silicon photonics manufacturing process but faces meaningful adoption and dilution risks before projected 2027 revenues.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
NVIDIA (NASDAQ: NVDA) has invested billions in photonic companies so far this year, pointing to the next generation of AI. Investment topped $6.5 billion as of early June, and the size and scope of those individual investments should be an eye-opener for investors.
The company is working hard to bypass the bottlenecks created by traditional copper wiring so it can unleash even more AI power. That drive to stay ahead is exactly why NVIDIA remains the top play for investors. As the leading supplier of AI hardware and services, NVIDIA's dominance isn't tied to any single technology. Photonics or not, it leads.
Before SpaceX goes public, watch this tiny supplier closely (Ad)
When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.
Watch Robinson's presentation and see the details before the IPO window closesAdvantages of photonics include exponentially faster speeds and improved efficiency, but perhaps even more important is parallelism—the ability to handle multiple data streams across a single conduit. Parallelism is critical to AI because it relies on massive amounts of data from various sources, which require simultaneous processing. The need for parallelism is not going away as data loads grow and the number of inputs rises alongside AI model advances. Parallelism is also critical because it helps computers more closely mimic natural brain function and deliver real-time results.
NVIDIA Bets on These 3 Players to Build the Future of AI
Beyond the technology itself, these deals strengthen NVIDIA's supply chain and signal its ability to adapt as standards evolve. Notably, none of the agreements are exclusive, meaning NVIDIA isn't locked into any single manufacturer or technology—it's free to pivot toward whatever solution proves most capable.
Marvell Technology (NASDAQ: MRVL), Lumentum (NASDAQ: LITE), and Coherent Corporation (NYSE: COHR) are all established leaders in the field, with the maturity to deliver and capacity to deliver at scale.
These three companies are not start-ups. They make money today and deliver value to their investors. Beyond NVIDIA, they are the #2, #3, and #4 ways to play photonics this year. Their products span the range, including lasers, optical components, and transceivers. Additionally, their stock prices are in rally mode, underpinned by business outperformance and improving guidance.
NVIDIA’s photonics investment also includes future supply and capacity, helping to de-risk the outlook. More importantly, it is investing throughout the stack, ensuring future integration as technologies advance. As it stands, the global photonics industry is valued at approximately $1.25 trillion and is expected to grow at a mid-single-digit compound annual growth rate through the middle of the next decade. Within that, silicon photonics, which embeds optical components directly onto silicon wafers, is worth a few billion and is expected to post industry-leading growth, upwards of 30% annually for the foreseeable future.
Aeluma Stands to Disrupt Silicon Photonics Manufacturing
Aeluma’s (NASDAQ: ALMU) claims to fame are twofold: high-quality quantum-dot lasers for silicon photonics and an industry-disrupting manufacturing process. These advantages make it the #5 way to play photonics.
Quantum dot lasers are significant because they enable high-speed data transmission suitable for numerous applications.
The real story, however, is manufacturing. Traditional photonics require optical materials to be glued to the silicon substrate, creating challenges related to complexity, scalability, and functionality.
Aeluma's process instead grows optical-quality substrate directly onto the silicon wafer, producing a homogeneous result that's cheaper and suitable for far more applications.
The reason NVIDIA is not investing in this company is that it is still in the pre-revenue phase. Therefore, advancing its commercial capabilities and securing sales contracts are near-term catalysts. Aeluma is not marketing a branded product so much as seeking partnerships in the data center and defense contractor fields. The goal is to secure design wins and prototype certifications that lock in future revenue. Once completed, the company will enter production and, in theory, begin generating significant revenue in 2027.
Aeluma Can Disrupt, But Will OEMs Buy In?
Aeluma faces both adoption risk and dilution risk. While Aeluma’s product offers numerous advantages, there is still some question about adoption, and NVIDIA’s investment trend only underscores this. Hyperscalers are rushing to build out their data center networks and may opt for alternative technologies. In this scenario, Aeluma may never gain traction. However, that seems unlikely, given the cost of data center construction and operation. The more likely scenario is that contract wins emerge by year’s end.
Dilution is a more pressing risk. The company is still an early-stage business relying on government research contracts. Executives have relied on dilutive sales to fund operations and will likely need to raise additional capital before achieving profitability. As it stands, the company appears to have a clear runway through the end of next year.
Aeluma’s price action reflects growing optimism that a contract will be signed before more funds are needed. The stock advanced strongly in Q2, hit a fresh high, and issued a continuation signal with more than 100% upside potential.
What Exactly Is Agentic AI, and Why Are Some Stocks Blowing Up Because of It?
Authored by Sam Quirke. Posted: 6/1/2026.
Key Points
- Agentic AI has become the hottest phrase in financial markets right now, with stocks moving dramatically on any meaningful association with the theme.
- Unlike the generative AI wave that preceded it, agentic AI represents a fundamental shift in what artificial intelligence can actually do on behalf of users and businesses.
- Understanding where value lies in an agentic world is increasingly important for investors seeking to capitalize on the AI revolution unfolding before our eyes.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
There is a new phrase dominating Wall Street right now, and if you have been paying attention to earnings calls, analyst notes, or market-moving headlines recently, you have almost certainly heard it. Agentic AI is being credited with sending certain stocks soaring and reshaping how the smartest money in the market thinks about the technology sector.
ServiceNow Inc (NYSE: NOW) is up more than 35% over the past month alone. Snowflake Inc (NYSE: SNOW) jumped more than 40% this week after impressing investors with its agentic AI roadmap. And Apple Inc (NASDAQ: AAPL) is on its best run in months as analysts argue its ecosystem is perfectly positioned for the age of agency.
Before SpaceX goes public, watch this tiny supplier closely (Ad)
When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.
Watch Robinson's presentation and see the details before the IPO window closesAt the same time, SanDisk Corporation (NASDAQ: SNDK) has gained more than 4,200% over the past year as the memory infrastructure required by agentic AI becomes increasingly scarce.
Given the speed with which new technology and buzzwords are hitting the market right now, investors would be forgiven for wondering exactly what agentic AI is and why some stocks are soaring because of it.
The answers are more straightforward than you might expect—let’s take a closer look below.
So What Actually Is Agentic AI?
The world encountered AI for the first time as something that answers questions. You type a prompt, the model responds, and the interaction ends there. That is generative AI in its most familiar form, and it was genuinely transformative when it emerged with ChatGPT in late 2022. But it had an obvious limitation: it requires a human to initiate every action and decide what to do next.
Agentic AI removes that limitation. Rather than simply responding to prompts, an AI agent can reason through a multi-step task, pull context from external systems, coordinate with other tools, and then execute actions autonomously.
The difference is not just technical. It is the difference between an AI that tells you what to do and one that goes and does it itself. That shift, from AI as a tool to AI as an actor, has far-reaching applications across multiple industries, and this is what has the market so excited.
The Infrastructure Play: Memory Is the New Bottleneck
The first and most dramatic investment implication of agentic AI is its impact on infrastructure demand. Generative AI, in its early phase, was primarily passive and reactive. Agentic AI is the opposite, as agents are active and always on, requiring them to retain vast amounts of context in memory for extended periods rather than processing a single query on an ad hoc basis.
That simple dynamic has turned memory into one of the most sought-after commodities in the technology supply chain, and no company illustrates this better than SanDisk. Its extraordinary run, which has shown few signs of slowing down, reflects a market pricing in a structural, multi-year shortage of the memory that agentic workloads require.
The Platform Play: Whoever Controls the Agent Controls the Value
The second implication that’s been getting investors excited concerns platform control. In a world where AI agents serve as the primary interface through which people search, shop, schedule, and transact, the platform that mediates those interactions wields enormous leverage.
ServiceNow's 35% run since the start of May reflects the market pricing in its position as a leading orchestration layer for agentic AI, a platform through which businesses deploy and govern agents across their workflows. Its deepening partnership with Anthropic's Claude gives it a credible claim to being one of the foremost infrastructure stocks today.
Apple's positioning is different but equally compelling. Bank of America has pointed out that in an agentic world, value accrues to whoever controls user identity, payments, and app access, all of which the iPhone already owns at a scale no AI lab can replicate. The market has been steadily repricing Apple on the back of this argument.
The Data Play: Clean Data Is the Agent's Raw Material
The third implication, and perhaps the most underappreciated, concerns data. An AI agent is only as useful as the data it can access and act upon. This is precisely why Snowflake's earnings sent the stock surging more than 40% in just a few days. Investors are waking up to the idea that companies managing enterprise data at scale are not merely beneficiaries of the AI wave. In an agentic world, they’re foundational.
Snowflake's move this week is a reminder that agentic AI is not just a hardware story or a software story. It is driving a full repricing of where value lives in the technology ecosystem. Investors who grasp the implications of that early are the ones who will be best positioned to benefit from it in the coming months and years.
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