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Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.

AXT Inc stocks have been trading up by 7.93 percent after upbeat semiconductor demand headlines boosted investor optimism. Key Takeaways Northland Capital raised its AXTI price target to $125 and reiterated an Outperform rating after a strong NCM Growth Conference presentation, signaling continued analyst confidence despite volatility. Beijing Tongmei Xtal Technology, an AXTI subsidiary, locked i

Pre-training frontier LLMs comes down to throughput. When training spans trillions of tokens across thousands of accelerators, every percentage point of step time can add up to days of training and substantial compute costs. Numerical precision is one of the highest-leverage knobs available, but low- bit mixed-precision pretraining is hard to get right. To address this, the NVFP4 training recipe

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. There was a notable birthday on Wall Street yesterday: The Dow Jones Industrial Average turned 130 years old. Stock futures are higher before the bell. The Dow rung in its special day with a pullback in Tuesday’s session. Here are five key things investors need to know to start t