Photonics Terminal
v0.1 — RESEARCH PREVIEW
CATALYST FEED

Every signal, scored.

Headlines run through a photonics-tuned keyword library (–3 to +3). PFIC, S-1, TFLN, OFC, DARPA HARQ — events generic sentiment models miss.

BULLISH
9
BEARISH
5
NET SCORE
+9

INVALID DATE

IONQIonQ Inc.
IonQ, Inc. $IONQ Shares Sold by Foundations Investment Advisors LLC
20260603T080855·missed
BEARISH
-1
MRVLMarvell Technology
Huang Renxun's Marvell's Valuation Latest Expectation: Interconnect Business Guidance Raised by Over 70%, 2028 Revenue Estimated at $16.5 Billion
20260603T064015·guidance raised
STRONG BUY
+3
COHRCoherent Corp.
Coherent (COHR) Is Up 11.9% After Nvidia Backs Its AI Datacenter Optics Expansion - Has The Bull Case Changed?
20260603T043924·partnership · hyperscaler
BULLISH
+2

INVALID DATE

POETPOET Technologies
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
20260602T220935·class action · lawsuit
STRONG BEAR
-3

WEDNESDAY, JUNE 3, 2026

QUBTQuantum Computing Inc.
Quantum Computing Inc. announces production order for TFLN photonic interconnects from Top-5 US bank
7h ago·production order · anchor customer
STRONG BUY
+3
LASRnLight Inc.
nLight wins design win on directed-energy weapon program — DoD contract secured
9h ago·design win
STRONG BUY
+3
COHRCoherent Corp.
Coherent named strategic partner in NVIDIA Rubin AI rollout, expands EML capacity
11h ago·partnership · hyperscaler
BULLISH
+1
IONQIonQ Inc.
IonQ secures DARPA HARQ contract for photonic quantum interconnect demonstration
15h ago·darpa contract
STRONG BUY
+3

TUESDAY, JUNE 2, 2026

POETPOET Technologies
Rosen Law Firm files class action lawsuit against POET Technologies over PFIC tax disclosures
21h ago·class action · pfic · lawsuit
STRONG BEAR
-3
LITELumentum Holdings
Lumentum added to S&P 500 index, joins Magnificent Seven in YTD performance race
29h ago·milestone
BULLISH
+1
MRVLMarvell Technology
Marvell expands NVLink Fusion partnership with NVIDIA, $2B deal extension reported
39h ago·partnership
BULLISH
+1

MONDAY, JUNE 1, 2026

GFSGlobalFoundries
GlobalFoundries qualification milestone reached for AMF Singapore SiPh fab integration
47h ago·qualification · milestone
BULLISH
+1
POETPOET Technologies
POET delays optical engine production by one quarter, cites PFIC tax restructuring
2d ago·delay · pfic
BEARISH
-1
QUBTQuantum Computing Inc.
QUBT downgraded by Cantor Fitzgerald, price target cut to $10 from $15
2d ago·downgraded
BEARISH
-1