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.
$12.25
-1.13%
Vol 25.5M
POET
POET Technologies
$13.82
-0.50%
Vol 38.6M
COHR
Coherent Corp.
$426.89
+17.63%
Vol 9.1M
LITE
Lumentum Holdings
$1,029.15
+13.72%
Vol 8.2M
MRVL
Marvell Technology
$290.79
+32.52%
Vol 112.6M
GFS
GlobalFoundries
$84.60
+5.84%
Vol 5.8M
TSM
Taiwan Semiconductor
$446.69
+2.54%
Vol 10.1M
IPGP
IPG Photonics
$121.96
+5.90%
Vol 1.1M
LASR
nLight Inc.
$76.36
+8.19%
Vol 1.1M
IONQ
IonQ Inc.
$71.40
+3.06%
Vol 27.7M
QTUM
Defiance Quantum ETF
$168.76
+3.62%
Vol 1.4M
CATALYST FEED
Latest signals
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
POETPOET Technologies
STRONG BEAR -3
POET DEADLINE: ROSEN, THE FIRST FILING FIRM, Encourages POET Technologies Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – POET
20260602T220935class action · lawsuit
QUBTQuantum Computing Inc.
STRONG BUY +3
Quantum Computing Inc. announces production order for TFLN photonic interconnects from Top-5 US bank
6h agoproduction order · anchor customer
LASRnLight Inc.
STRONG BUY +3
nLight wins design win on directed-energy weapon program — DoD contract secured
8h agodesign win
COHRCoherent Corp.
BULLISH +1
Coherent named strategic partner in NVIDIA Rubin AI rollout, expands EML capacity
10h agopartnership · hyperscaler
IONQIonQ Inc.
STRONG BUY +3
IonQ secures DARPA HARQ contract for photonic quantum interconnect demonstration
14h agodarpa contract
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