Coherent Corp. (COHR) rose 8.24% to $355.64 on August 12, 2026 as upbeat results from optical peer Lumentum and a mild July CPI report lifted AI-infrastructure sentiment ahead of Coherent's after-close results. Read the daily analysis of Coherent's AI-optics demand outlook, momentum risk and key technical levels.

SpaceX (SPCX) rose 9.65% to $146.15 on August 12, 2026 after Elon Musk said AI revenue could exceed the company’s other revenue by September and short sellers reduced bearish exposure. Read the daily analysis of SpaceX’s AI monetization outlook, momentum risk and key technical levels.

Nokia (NOK) rose 9.32% to $10.32 on August 12, 2026 as Lumentum's earnings fueled a broad optical-networking rally while Nokia's AI infrastructure exposure remained in focus. Read the daily analysis of Nokia's AI-network demand outlook, momentum risk and key technical levels.

Black Box reported a 18% year-on-year increase in Q1 FY27 consolidated net profit to Rs 55.9 crore, while revenue from operations rose 24% to Rs 1,719 crore. On a sequential basis, net profit fell 14% from Rs 64.8 crore in Q4 FY26 even as revenue increased 1.6% from Rs 1,691 crore, reflecting higher expenses and exceptional costs during the June quarter. The board has recommended a final dividend of Re 1 per equity share, and total expenses increased 23% year-on-year to Rs 1,653 crore.

BTCPay Server has warned that attackers are actively exploiting a critical vulnerability that could put users’ bitcoin at risk, urging an immediate upgrade to version 2.4.2 or a temporary shutdown. The flaw was disclosed last Friday. Separately, a Coldcard hardware wallet vulnerability has led to at least $116 million in confirmed losses, with Galaxy Research estimating potential losses could reach about $130 million.

Ultracab (India) Limited posted a 36.9% year-on-year decline in Q1FY27 standalone net profit to ₹107.48 lakh, even as revenue from operations rose 31.9% to ₹7,935.77 lakh. The cost of materials consumed jumped 40.9% to ₹7,351.76 lakh, while financial costs increased to ₹112.89 lakh, adding pressure on earnings. Basic earnings per share fell 35.7% to ₹0.09.

Danish shipping group Maersk reported second-quarter operating profit above expectations, with EBITDA of $3.0 billion. That compared with the $2.12 billion median analyst forecast and $2.30 billion a year earlier. The company raised its full-year earnings guidance for a second time, citing strong demand in Asia and projecting about 4% growth in the global container market.

Lumentum Holdings (LITE) rose 13.63% to $932.47 on August 12, 2026 after fourth-quarter revenue and fiscal first-quarter guidance exceeded expectations. Read the daily analysis of Lumentum's optical-demand outlook, momentum risk and key technical levels.