SECTOR INTELLIGENCE / LIGHT-BASED PROCESSORS
The transistor monopoly is breaking. Photons are next.
Track the universe of public companies and IPO candidates building photonic computers, optical interconnects, and the laser supply chain powering the next generation of AI infrastructure.
PUBLIC UNIVERSE
11 tickers across the photon stack
QUBT
Quantum Computing Inc.
$9.51
-9.04%
Vol 17.8M
POET
POET Technologies
$10.77
-12.30%
Vol 43.4M
COHR
Coherent Corp.
$355.94
-11.44%
Vol 8.2M
LITE
Lumentum Holdings
$821.76
-8.22%
Vol 8.0M
MRVL
Marvell Technology
$266.88
-7.61%
Vol 94.8M
GFS
GlobalFoundries
$75.26
-2.65%
Vol 3.9M
TSM
Taiwan Semiconductor
$427.92
+0.26%
Vol 21.2M
IPGP
IPG Photonics
$106.37
-4.40%
Vol 476.5K
LASR
nLight Inc.
$63.48
-4.93%
Vol 1.2M
IONQ
IonQ Inc.
$56.69
-9.73%
Vol 35.3M
QTUM
Defiance Quantum ETF
$154.75
-1.90%
Vol 1.7M
CATALYST FEED
Latest signals
GFSGlobalFoundries
BEARISH -1
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
20260610T113946downgraded
POETPOET Technologies
STRONG BEAR -3
POET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm
20260608T050905class action · fraud · lawsuit
COHRCoherent Corp.
BULLISH +1
A Look At Coherent (COHR) Valuation After Nvidia AI Partnership And Long Dated Transceiver Orders
20260604T104852partnership
TSMTaiwan Semiconductor
BULLISH +1
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Avestar Capital LLC
20260604T070644hyperscaler
POETPOET Technologies
STRONG BEAR -3
Bronstein, Gewirtz & Grossman LLC Urges POET Technologies Inc. Investors to Act: Class Action Filed Alleging Investor Harm
20260603T161017class action · lawsuit
IONQIonQ Inc.
BEARISH -1
IonQ, Inc. $IONQ Shares Sold by Foundations Investment Advisors LLC
20260603T080855missed
MRVLMarvell Technology
STRONG BUY +3
Huang Renxun's Marvell's Valuation Latest Expectation: Interconnect Business Guidance Raised by Over 70%, 2028 Revenue Estimated at $16.5 Billion
20260603T064015guidance raised
COHRCoherent Corp.
BULLISH +2
Coherent (COHR) Is Up 11.9% After Nvidia Backs Its AI Datacenter Optics Expansion - Has The Bull Case Changed?
20260603T043924partnership · hyperscaler
IPO WATCH LIST
Private companies on file-watch
Q.ANT
Stuttgart, Germany
TFLN analog photonic processor (NPS); 8-bit multiply in 1 optical element...
Raised $80M
Series A second close (Apr 2026)
Lightmatter
Mountain View, CA
$4.40B
Passage M1000 photonic superchip (114 Tbps); Envise AI accelerator...
Raised $850M
Series D (Oct 2025)
Celestial AI
Santa Clara, CA
$1.00B
Photonic Fabric — HBM3E/HBM4 compatible interconnects...
Raised $594M
Series C (~2024)
Ayar Labs
Santa Clara, CA
$1.00B
In-package optical I/O chiplets; 100+ Tbps demonstrated...
—
Series D (2024)
PsiQuantum
Palo Alto, CA
Silicon photonic fault-tolerant quantum; GFS partnership...
Raised $665M
Series D
Xanadu
Toronto, Canada
Squeezed-light photonic quantum; PennyLane open-source ML...
Raised $287M
Series C