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Tower Semiconductor

205.05

-2.9600-1.42%

Post-market: 205.630.5825+0.28%19:56 EDT

Volume:1.20M

Turnover:245.23M

Market Cap:23.08B

PE:81.08

High:211.15

Open:210.25

Low:202.61

Close:208.01

52wk High:319.94

52wk Low:56.54

Shares:112.53M

Float Shares:112.53M

Volume Ratio:0.92

T/O Rate:1.06%

Dividend:- -

Dividend Rate:- -

EPS(TTM):2.53

EPS(LYR):1.94

ROE:9.98%

ROA:4.95%

PB:7.48

PE(LYR):105.70

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Overview Company News Filings

Movement Alert｜Tower Semiconductor Rises 7.94% Overnight, Core Customer Issues Strong Denial of Silicon Photonics Yield Rumors

Stock Track | Tower Semiconductor Plummets 5.26% Intraday Amid Silicon Photonics Yield Rumors and Profit-Taking

Movement Alert｜Tower Semiconductor Falls 5.12% in Regular Trading, Silicon Photonics Yield Rumors Continue to Weigh on Sentiment

Tower Semiconductor CFO Oren Shirazi files initial beneficial ownership statement

Tower Semiconductor COO Mor Rafy files initial beneficial ownership statement

Tower Semi director Michal Vakrat Wolkin files initial beneficial ownership statement

Tower Semiconductor director Carolin T Seward files initial beneficial ownership statement

Stock Track | Tower Semiconductor Plummets 5.27% Intraday Amid Semiconductor Sector Weakness and Silicon Photonics Yield Concerns

Movement Alert｜Tower Semiconductor Falls 5.38% in Regular Trading, Semiconductor Sector Weakness Compounded by Silicon Photonics Yield Rumors

Stock Track | Tower Semiconductor Soars 5.99% in Pre-Market on Strong Earnings, $1.3B Silicon Photonics Deal, and Analyst Upgrades

Stock Track | Tower Semiconductor Soars 5.02% in Pre-Market on Strong Earnings, $1.3B Silicon Photonics Deal, and Analyst Upgrades

Movement Alert｜Tower Semiconductor Rises 5.02% in Pre-Market Trading, Silicon Photonics Mega-Order and Analyst Upgrades Continue to Fuel Rally

Stock Track | Tower Semiconductor Soars 5.10% Intraday on Analyst Upgrades and $1.3B Silicon Photonics Contract

Movement Alert｜Tower Semiconductor Rises 5.09% in Regular Trading, Driven by Institutional Target Price Upgrades and $1.3B Silicon Photonics Order

Tower Semiconductor announces annual shareholder meeting

Tower Semiconductor put volume heavy and directionally bearish

Stock Track | Tower Semiconductor Soars 6.47% Intraday on Semiconductor Sector Rally, Strong Earnings, and AI Data Center Contract

Movement Alert｜Tower Semiconductor Rises 5.57% in Regular Trading, Semiconductor Sector Rally and Technical Rebound After Two-Day Pullback

Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes -- Barrons.com

Stock Track | Tower Semiconductor Plummets 6.66% Intraday as Profit-Taking Continues After Prior Surge

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While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconductor Ltd. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 29, 2026, and is solely responsible for the information contained therein.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260529:nNDLhkCBm:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","BK4141","TSEM","LU2290526834.HKD","LU1861215975.USD","LU1861220033.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639228066","title":"Tower Semiconductor COO Mor Rafy files initial beneficial ownership statement","url":"https://stock-news.laohu8.com/highlight/detail?id=2639228066","media":"Reuters","labels":["executive","shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639228066?lang=en_us&edition=fundamental","pubTime":"2026-05-29 19:43","pubTimestamp":1780054992,"startTime":"0","endTime":"0","summary":"Tower Semiconductor COO Mor Rafy filed an initial Form 3 reporting 118,636 ordinary shares, largely held via restricted stock units.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconductor Ltd. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 29, 2026, and is solely responsible for the information contained therein.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260529:nNDL4NMbSV:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","TSEM","BK4141","LU2290526834.HKD","LU1861220033.SGD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638602156","title":"Tower Semi director Michal Vakrat Wolkin files initial beneficial ownership statement","url":"https://stock-news.laohu8.com/highlight/detail?id=2638602156","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638602156?lang=en_us&edition=fundamental","pubTime":"2026-05-28 19:36","pubTimestamp":1779968203,"startTime":"0","endTime":"0","summary":"Tower Semiconductor director Michal Vakrat Wolkin filed an initial ownership statement showing 16,761 ordinary shares held directly as of May 28, 2026.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconductor Ltd. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 28, 2026, and is solely responsible for the information contained therein.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260528:nNDLfkYWN:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","LU1861220033.SGD","BK4141","LU2290526834.HKD","TSEM","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638660952","title":"Tower Semiconductor director Carolin T Seward files initial beneficial ownership statement","url":"https://stock-news.laohu8.com/highlight/detail?id=2638660952","media":"Reuters","labels":["executive","shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638660952?lang=en_us&edition=fundamental","pubTime":"2026-05-28 19:25","pubTimestamp":1779967505,"startTime":"0","endTime":"0","summary":"Tower Semiconductor director Carolin T Seward filed an initial Form 3 disclosing 4,182 ordinary shares held as restricted stock units.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconductor Ltd. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 28, 2026, and is solely responsible for the information contained therein.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260528:nNDL5C9Cf5:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","LU1861215975.USD","LU2290526834.HKD","LU2360107168.USD","LU1861220033.SGD","TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124200840","title":"Stock Track | Tower Semiconductor Plummets 5.27% Intraday Amid Semiconductor Sector Weakness and Silicon Photonics Yield Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1124200840","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124200840?lang=en_us&edition=fundamental","pubTime":"2026-05-28 00:05","pubTimestamp":1779897917,"startTime":"0","endTime":"0","summary":"Tower Semiconductor's stock experienced a significant decline intraday, dropping 5.27% as trading activity intensified. The movement reflects broader market dynamics affecting the semiconductor...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142711804","title":"Movement Alert｜Tower Semiconductor Falls 5.38% in Regular Trading, Semiconductor Sector Weakness Compounded by Silicon Photonics Yield Rumors","url":"https://stock-news.laohu8.com/highlight/detail?id=1142711804","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142711804?lang=en_us&edition=fundamental","pubTime":"2026-05-27 23:54","pubTimestamp":1779897249,"startTime":"0","endTime":"0","summary":"On May 27, Tower Semiconductor fell 5.38% in regular trading, trading at $274.8/share, with trading volume of $213 million. The decline was driven by broad semiconductor sector weakness and emerging...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121212778","title":"Stock Track | Tower Semiconductor Soars 5.99% in Pre-Market on Strong Earnings, $1.3B Silicon Photonics Deal, and Analyst Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=1121212778","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121212778?lang=en_us&edition=fundamental","pubTime":"2026-05-26 21:35","pubTimestamp":1779802520,"startTime":"0","endTime":"0","summary":"Tower Semiconductor's stock price surged 5.99% during the pre-market session on Tuesday, continuing its recent positive momentum in trading.The significant price movement follows the company's...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142302668","title":"Stock Track | Tower Semiconductor Soars 5.02% in Pre-Market on Strong Earnings, $1.3B Silicon Photonics Deal, and Analyst Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=1142302668","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142302668?lang=en_us&edition=fundamental","pubTime":"2026-05-26 21:31","pubTimestamp":1779802264,"startTime":"0","endTime":"0","summary":"Tower Semiconductor's stock price surged 5.02% during the pre-market session, continuing its recent positive momentum.The movement follows the company's release of robust first-quarter financial...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198899332","title":"Movement Alert｜Tower Semiconductor Rises 5.02% in Pre-Market Trading, Silicon Photonics Mega-Order and Analyst Upgrades Continue to Fuel Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1198899332","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198899332?lang=en_us&edition=fundamental","pubTime":"2026-05-26 21:29","pubTimestamp":1779802199,"startTime":"0","endTime":"0","summary":"On May 26, Tower Semiconductor rose 5.02% in pre-market trading, trading at $299.18/share, with trading volume of $9.24 million. The stock continues its upward momentum driven by a confluence of...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147988211","title":"Stock Track | Tower Semiconductor Soars 5.10% Intraday on Analyst Upgrades and $1.3B Silicon Photonics Contract","url":"https://stock-news.laohu8.com/highlight/detail?id=1147988211","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147988211?lang=en_us&edition=fundamental","pubTime":"2026-05-22 03:24","pubTimestamp":1779391487,"startTime":"0","endTime":"0","summary":"Tower Semiconductor's stock soared 5.10% intraday, driven by positive analyst sentiment and a major supply contract.The rally follows multiple institutional target price upgrades, including Wedbush...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131547795","title":"Movement Alert｜Tower Semiconductor Rises 5.09% in Regular Trading, Driven by Institutional Target Price Upgrades and $1.3B Silicon Photonics Order","url":"https://stock-news.laohu8.com/highlight/detail?id=1131547795","media":"Market Focus","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131547795?lang=en_us&edition=fundamental","pubTime":"2026-05-22 03:22","pubTimestamp":1779391339,"startTime":"0","endTime":"0","summary":"On May 22, Tower Semiconductor rose 5.09% in regular trading, trading at $278.0/share, with trading volume of $337 million. The rally was driven by continued momentum from multiple analyst upgrades...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637384648","title":"Tower Semiconductor announces annual shareholder meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2637384648","media":"Reuters","labels":["event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637384648?lang=en_us&edition=fundamental","pubTime":"2026-05-21 18:07","pubTimestamp":1779358036,"startTime":"0","endTime":"0","summary":"Tower Semiconductor will hold its annual general meeting in Migdal Haemek, Israel on July 2, 2026.Shareholders will vote on electing 10 directors, reappointing Amir Elstein as board chairman, and adopting an amended compensation policy for directors and executive officers.The meeting agenda also includes a proposed 5% increase in CEO Russell Ellwanger’s annual base salary to USD 1,081,859.Shareholders will also vote on an annual equity-based award for Ellwanger valued at 13 times base salary, plus annual RSU grants valued at USD 200,000 for each other director.Items up for approval include the reappointment of Brightman Almagor Zohar & Co. as independent auditor for 2026.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tower Semiconduct","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260521:nNDL66cXVM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","LU2360107168.USD","BK4141","LU1861215975.USD","LU2290526834.HKD","TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636829820","title":"Tower Semiconductor put volume heavy and directionally bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2636829820","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636829820?lang=en_us&edition=fundamental","pubTime":"2026-05-20 23:40","pubTimestamp":1779291632,"startTime":"0","endTime":"0","summary":"Bearish flow noted in Tower Semiconductor (TSEM) with 4,384 puts trading, or 3x expected. Most active are 5/29 weekly 252.5 puts and 5/29 weekly 30...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/tower-semiconductor-put-volume-heavy-and-directionally-bearish-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/tower-semiconductor-put-volume-heavy-and-directionally-bearish-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2290526834.HKD","LU2360107168.USD","TSEM","LU1861220033.SGD","BK4141","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138706271","title":"Stock Track | Tower Semiconductor Soars 6.47% Intraday on Semiconductor Sector Rally, Strong Earnings, and AI Data Center Contract","url":"https://stock-news.laohu8.com/highlight/detail?id=1138706271","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138706271?lang=en_us&edition=fundamental","pubTime":"2026-05-20 21:51","pubTimestamp":1779285062,"startTime":"0","endTime":"0","summary":"Tower Semiconductor's stock price surged 6.47% during intraday trading on Wednesday, significantly outperforming the broader market.The move was fueled by a broad rally across the semiconductor...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143359180","title":"Movement Alert｜Tower Semiconductor Rises 5.57% in Regular Trading, Semiconductor Sector Rally and Technical Rebound After Two-Day Pullback","url":"https://stock-news.laohu8.com/highlight/detail?id=1143359180","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143359180?lang=en_us&edition=fundamental","pubTime":"2026-05-20 21:47","pubTimestamp":1779284836,"startTime":"0","endTime":"0","summary":"On May 20, Tower Semiconductor rose 5.57% in regular trading, trading at $266.895/share, with trading volume of $92.21 million.On the news front, the semiconductor sector rallied broadly, with...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636072252","title":"Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2636072252","media":"Dow Jones","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636072252?lang=en_us&edition=fundamental","pubTime":"2026-05-18 23:21","pubTimestamp":1779117660,"startTime":"0","endTime":"0","summary":"Lumentum Holdings and Coherent were falling on Monday. A bad day for artificial-intelligence infrastructure stocks was compounded by news that prominent AI investor Leopold Aschenbrenner had dumped his holdings in the optical-networking companies.Lumentum was down 11% and Coherent was dropping 6.6% in morning trading. Although those are only small dents in the huge gains the two companies have racked up in recent months, they are signs of some nervousness around AI hardware plays.Sentiment was being hit both by high bond yields and news that Aschenbrenner's Situational Awareness firm exited its holdings in Lumentum and Coherent in the first quarter, according to regulatory filings released Monday. It also sold its stake in Tower Semiconductor, which was down 8% in morning trading.Aschenbrenner briefly worked as a researcher at ChatGPT-developer OpenAI, before leaving and turning to stock-picking, with a focus on companies that stand to benefit from the development of AI technology. 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