IPGP
IPG Photonics Corporation
stock NASDAQ

Yes, tied to AI capex spending. POET. It has about 3 asterisks. COHR is probably the better investment. There is IPGP as less obvious and less tied to capex spending.

# Today is Tuesday, the 4th of August
## Upcoming events for Tuesday, August 4th
- Stock splits:
- AEMD @ **1:5**
- Expected earnings:
ACAD, ACEL, ACIU, ACNT, ACRE, ADM, AFG, AGNT, AHCO, AIN, AISP, AIZ, ALAB, ALGT, ALIT, AMBO, AMD, AME, AMGN, AMWL, ANET, ANGI, ANGX, ANY, AOMR, APO, APPS, APTV, AQB, ARDT, ARI, AROC, ARVN, ARWR, ASST, ATEC, ATKR, ATOM, AUDC, AZTA, BALL, BBBY, BBIO, BEAM, BIO, BIO.B, BKNG, BL, BMEA, BNTX, BOLD, BOW, BP, BR, BRBR, BRKR, BRSL, BV, BXC, BXDC, BZFD, CACC, CALY, CAT, CBC, CC, CCEP, CCO, CE, CERT, CHCT, CHT, CIFR, CIX, CLDT, CMI, CMT, COGT, COMP, CPIX, CPNG, CRBG, CRBP, CRCT, CRDF, CRIS, CRNX, CTRI, CXDO, CYCN, DBRG, DD, DEI, DEO, DMRA, DOC, DOCN, DRCT, DUK, DVA, DVN, EA, ECG, ECO, EGHT, EHTH, ELME, EMBJ, EMR, ENIC, ENLT, ENR, ENTG, EOG, EQH, ET, EVTC, EXPD, FBIN, FHTX, FIS, FLYW, FMS, FOA, FRPH, FRSH, FTEK, FTH, FTK, FULC, FWRG, GBTG, GGB, GIC, GILD, GLAD, GOSS, GPK, GPRK, GSM, GTE, GWW, GXO, HCKT, HL, HLNE, HNGE, HQ, HRMY, HRZN, HSIC, HUT, HVT, HVT.A, HY, IBRX, IDXX, IDYA, IE, IFF, IGIC, IMNN, INDV, INFU, INGR, INTA, IOSP, IPAR, IPGP, IPI, IQMX, IT, J, JAN, JBGS, KAI, KIDS, KIM, KMB, KNF, KODK, KPLT, LCID, LDI, LDOS, LGIH, LIME, LMAT, LMB, LPCN, LRN, LSCC, LTM, LUMN, MAC, MAT, MBC, MCD, MCY, MD, MEC, METC, METCB, MLAB, MLTX, MNTN, MOS, MPC, MPLX, MQ, MRK, MRP, MTCH, NAGE, NAKA, NCMI, NGL, NPO, NRG, NVCT, NVGS, NXDR, NXE, NXRT, OCUL, OGS, OLP, OPEN, OPLN, OR, OSPN, OZ, PACS, PAM, PARR, PCRX, PCTY, PEG, PFE, PGEN, PINS, PLMR, PLUS, PNW, PRCT, PRIM, PRKS, PRU, PSKY, PSNL, PSTL, PVLA, PW, Q, QLYS, RARE, RBA, RIGL, ROK, RRR, RSVR, RVLV, RVTY, RYAM, RYTM, SACH, SEAT, SEB, SGC, SGHC, SHLS, SKT, SKWD, SKY, SLAB, SLDP, SLRC, SMP, SNDX, SOPH, SPCX, SPOT, SQNS, SRTA, SSRM, STKS, STVN, SU, SUJA, SUN, SUNC, SUPN, SWIM, SYRE, SYY, TALK, TALO, TBI, TDC, TDG, THRY, TKR, TMDX, TNGX, TOST, TPB, TPG, TREX, TRNS, TRVG, TSEM, TSLX, TVTX, TX, TXO, TYGO, ULS, UONE, UONEK, UP, UPST, URG, USAC, USAU, USNA, VATE, VERA, VGNT, VOYA, VSAT, VTOL, W, WAT, WATT, WEYS, WHLR, WIX, WK, WLFC, WLK, WLKP, WOLF, WTRG, WTTR, WYNN, XGN, XMTR, ZBRA, ZETA
- Ex-div:
AMAL, BANR, BITA, CCEC, CIVB, FCCO, FIBK, HYPG, IBCP, MNSB, ORRF, SATA, SRCE, TSPY
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.750%, previous: 3.815%)
- 6-Month Bill Auction (actual: 3.855%, previous: 3.945%)
- Atlanta Fed GDPNow (actual: 6.2%, consensus: 5.0%, previous: 5.0%)
- Construction Spending (actual: -0.1%, consensus: 0.2%, previous: 0.0%)
- ISM Manufacturing Employment (actual: 52.8, consensus: 50.0, previous: 49.7)
- ISM Manufacturing New Orders Index (actual: 56.7, consensus: 56.7, previous: 56.0)
- ISM Manufacturing PMI (actual: 55.6, consensus: 54.0, previous: 53.3)
- ISM Manufacturing Prices (actual: 71.1, consensus: 70.0, previous: 73.0)
- Loan Officer Survey
- S&P Global Manufacturing PMI (actual: 53.9, consensus: 53.8, previous: 53.9)
- Total Vehicle Sales (actual: 24.10M, consensus: 16.30M, previous: 16.50M)
## Upcoming events for Wednesday, August 5th
- Expected earnings:
AACG, AAUC, ABCL, ABUS, ACA, ACB, ACIC, ACT, ACTG, ADMA, ADNT, ADV, AEVA, AGBK, AGL, AHT, AIRG, AKA, AKBA, ALB, ALL, ALNT, ALTO, AMPL, AMPX, AMPY, AMSC, ANAB, APA, APLE, APP, ARQT, ARRY, ARTV, ASMB, ASTE, ASYS, ATEN, ATNI, ATO, AUGO, AUST, AVT, AWR, AXON, BAM, BATRA, BATRK, BBD, BBDC, BBDO, BBSI, BCO, BCRX, BDSX, BGSF, BHR, BIOA, BKH, BLBD, BLLN, BLMN, BMBL, BROS, BTMD, BVS, BWA, BYND, CACI, CAI, CAPL, CARL, CCU, CDE, CDLX, CDRE, CDW, CENT, CENTA, CF, CG, CGNX, CHH, CHRD, CHRS, CHYM, CIM, CLFD, CLOV, CMP, CMPS, CNTX, COKE, COOK, COR, CPA, CPAY, CPRI, CPS, CPSH, CRCL, CRL, CRTO, CRUS, CRVL, CSTE, CSV, CTKB, CVS, CW, CWEN, CWK, CXT, CXW, CYN, DASH, DAVE, DEC, DGII, DHT, DHX, DIBS, DIN, DIOD, DIS, DK, DKL, DLX, DNA, DOX, DT, DUOL, DXPE, EBAY, EBS, ECPG, ECVT, EE, EHC, ELA, ELAN, ELF, ELPC, EOLS, EOSE, EPC, ERII, ERO, ETSY, EVCM, EVEX, EVGO, EXEL, EXPE, EXTR, EYPT, EZPW, FG, FIG, FIP, FLNC, FLUT, FNF, FRPT, FSLY, FSM, FTCI, FUBO, FWRD, GBLI, GDRX, GENK, GERN, GFF, GFR, GFS, GILT, GLXY, GNK, GNL, GNW, GOOD, GPCR, GPMT, GPN, GRAL, GROY, GSL, GT, GTM, HBB, HCC, HDSN, HGTY, HHH, HLF, HLLY, HLX, HMC, HMH, HMN, HNNA, HNST, HONA, HP, HPP, HRTG, HSBC, HST, HUBS, ICL, IEP, III, IMNM, INMD, INN, INSE, INSG, INTR, INVA, INVZ, IONQ, IRM, ITIC, JJSF, JOBY, KD, KHC, KLIC, KLTR, KLXE, KMPR, KMT, KNTK, KRMD, KRO, KROS, KVYO, KYMR, LAB, LAW, LB, LCII, LENZ, LESL, LEU, LFCR, LFMD, LILA, LILAK, LINE, LIVN, LLY, LPG, LPX, LSF, LTBR, LTC, LZ, MATV, MCK, MCRB, MDLN, MELI, MET, MFA, MFC, MGEE, MGNI, MGY, MIAX, MIRM, MKSI, MLR, MNKD, MNTK, MRAM, MSI, MTDR, MTRN, MUR, MUSA, MUX, MWA, MYO, NAMS, NATL, NC, NEXA, NHP, NI, NICE, NINE, NL, NLOP, NMRA, NNBR, NNN, NOVT, NRP, NSLR, NTR, NVO, NVST, NWN, NWS, NWSA, NXL, NYT, NYXH, O, OBDC, OC, OCSL, OEC, OESX, OFIX, OFLX, OGC, ONC, ONT, OPI, OPRT, ORA, OSS, OSUR, OTF, OUT, OXY, PACB, PAYC, PAYS, PCVX, PFX, PKOH, PNTG, PODD, POWI, PPBT, PR, PRGO, PRI, PRMB, PRSU, PSBD, PSX, PTGX, PTLO, PTRN, PULM, QGEN, QNTM, QTTB, RAMP, RAND, RCMT, RCUS, RDN, RDW, REI, RELY, REPX, RGLD, RIG, RIOT, RMR, ROCK, ROOT, RPC, RPRX, RRX, RUN, RVMD, RXRX, RXST, RYDE, RYN, SAFT, SATL, SBGI, SBLK, SD, SDGR, SEDG, SEER, SEG, SEI, SGHT, SGU, SHAK, SHOP, SII, SITM, SKM, SM, SMA, SMR, SMRT, SMSI, SN, SNDK, SNES, SNEX, SOBO, SOLV, SOUN, SR, SRI, SRPT, SST, STAA, STE, SVC, SVCC, SWX, SYM, TACT, TARS, TASK, TATT, TBLA, TDUP, TECH, TFPM, TGB, TKNO, TLN, TNC, TNYA, TPC, TPL, TPVG, TRDA, TRI, TRIN, TRMB, TRNO, TROX, TRUP, TS, TTMI, TWFG, UBER, UGI, UHAL, UHAL.B, UMH, UPB, URGN, USPH, UTHR, UTI, UUUU, UVV, VAL, VCTR, VECO, VEL, VIAV, VIR, VNDA, VPG, VRDN, VRRM, VSEC, VSH, VVV, VYGR, VYX, WBI, WDC, WES, WMK, WTI, WTS, WULF, WW, XNCR, XNDU, XPEL, XPER, XPL, XRN, XYZ, YOU, Z, ZBH, ZG, ZIP, ZNTL, ZVIA, ZVRA
- Ex-div:
BPRN, HBANZ, HFWA, JMSB, NBBK, ONBPO, ONBPP, SATA, UVSP, WTBA
- Economic events and announcements:
- 52-Week Bill Auction (previous: 3.860%)
- API Weekly Crude Oil Stock (consensus: -2.000M, previous: 3.296M)
- Atlanta Fed GDPNow (consensus: 6.2%, previous: 6.2%)
- Durables Excluding Defense (consensus: 0.3%, previous: 0.3%)
- Durables Excluding Transport (previous: 0.6%)
- Exports (previous: 317.70B)
- Factory Orders (consensus: 0.2%, previous: -1.3%)
- Factory orders ex transportation (previous: 1.9%)
- IBD/TIPP Economic Optimism (consensus: 47.5, previous: 45.5)
- Imports (previous: 395.30B)
- JOLTS Job Openings (consensus: 7.440M, previous: 7.594M)
- Redbook (previous: 8.3%)
- Trade Balance (consensus: -73.00B, previous: -77.60B)
^^^^2026-08-04

Yes, tied to AI capex spending. POET. It has about 3 asterisks. COHR is probably the better investment. There is IPGP as less obvious and less tied to capex spending.

# Today is Tuesday, the 4th of August
## Upcoming events for Tuesday, August 4th
- Stock splits:
- AEMD @ **1:5**
- Expected earnings:
ACAD, ACEL, ACIU, ACNT, ACRE, ADM, AFG, AGNT, AHCO, AIN, AISP, AIZ, ALAB, ALGT, ALIT, AMBO, AMD, AME, AMGN, AMWL, ANET, ANGI, ANGX, ANY, AOMR, APO, APPS, APTV, AQB, ARDT, ARI, AROC, ARVN, ARWR, ASST, ATEC, ATKR, ATOM, AUDC, AZTA, BALL, BBBY, BBIO, BEAM, BIO, BIO.B, BKNG, BL, BMEA, BNTX, BOLD, BOW, BP, BR, BRBR, BRKR, BRSL, BV, BXC, BXDC, BZFD, CACC, CALY, CAT, CBC, CC, CCEP, CCO, CE, CERT, CHCT, CHT, CIFR, CIX, CLDT, CMI, CMT, COGT, COMP, CPIX, CPNG, CRBG, CRBP, CRCT, CRDF, CRIS, CRNX, CTRI, CXDO, CYCN, DBRG, DD, DEI, DEO, DMRA, DOC, DOCN, DRCT, DUK, DVA, DVN, EA, ECG, ECO, EGHT, EHTH, ELME, EMBJ, EMR, ENIC, ENLT, ENR, ENTG, EOG, EQH, ET, EVTC, EXPD, FBIN, FHTX, FIS, FLYW, FMS, FOA, FRPH, FRSH, FTEK, FTH, FTK, FULC, FWRG, GBTG, GGB, GIC, GILD, GLAD, GOSS, GPK, GPRK, GSM, GTE, GWW, GXO, HCKT, HL, HLNE, HNGE, HQ, HRMY, HRZN, HSIC, HUT, HVT, HVT.A, HY, IBRX, IDXX, IDYA, IE, IFF, IGIC, IMNN, INDV, INFU, INGR, INTA, IOSP, IPAR, IPGP, IPI, IQMX, IT, J, JAN, JBGS, KAI, KIDS, KIM, KMB, KNF, KODK, KPLT, LCID, LDI, LDOS, LGIH, LIME, LMAT, LMB, LPCN, LRN, LSCC, LTM, LUMN, MAC, MAT, MBC, MCD, MCY, MD, MEC, METC, METCB, MLAB, MLTX, MNTN, MOS, MPC, MPLX, MQ, MRK, MRP, MTCH, NAGE, NAKA, NCMI, NGL, NPO, NRG, NVCT, NVGS, NXDR, NXE, NXRT, OCUL, OGS, OLP, OPEN, OPLN, OR, OSPN, OZ, PACS, PAM, PARR, PCRX, PCTY, PEG, PFE, PGEN, PINS, PLMR, PLUS, PNW, PRCT, PRIM, PRKS, PRU, PSKY, PSNL, PSTL, PVLA, PW, Q, QLYS, RARE, RBA, RIGL, ROK, RRR, RSVR, RVLV, RVTY, RYAM, RYTM, SACH, SEAT, SEB, SGC, SGHC, SHLS, SKT, SKWD, SKY, SLAB, SLDP, SLRC, SMP, SNDX, SOPH, SPCX, SPOT, SQNS, SRTA, SSRM, STKS, STVN, SU, SUJA, SUN, SUNC, SUPN, SWIM, SYRE, SYY, TALK, TALO, TBI, TDC, TDG, THRY, TKR, TMDX, TNGX, TOST, TPB, TPG, TREX, TRNS, TRVG, TSEM, TSLX, TVTX, TX, TXO, TYGO, ULS, UONE, UONEK, UP, UPST, URG, USAC, USAU, USNA, VATE, VERA, VGNT, VOYA, VSAT, VTOL, W, WAT, WATT, WEYS, WHLR, WIX, WK, WLFC, WLK, WLKP, WOLF, WTRG, WTTR, WYNN, XGN, XMTR, ZBRA, ZETA
- Ex-div:
AMAL, BANR, BITA, CCEC, CIVB, FCCO, FIBK, HYPG, IBCP, MNSB, ORRF, SATA, SRCE, TSPY
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.750%, previous: 3.815%)
- 6-Month Bill Auction (actual: 3.855%, previous: 3.945%)
- Atlanta Fed GDPNow (actual: 6.2%, consensus: 5.0%, previous: 5.0%)
- Construction Spending (actual: -0.1%, consensus: 0.2%, previous: 0.0%)
- ISM Manufacturing Employment (actual: 52.8, consensus: 50.0, previous: 49.7)
- ISM Manufacturing New Orders Index (actual: 56.7, consensus: 56.7, previous: 56.0)
- ISM Manufacturing PMI (actual: 55.6, consensus: 54.0, previous: 53.3)
- ISM Manufacturing Prices (actual: 71.1, consensus: 70.0, previous: 73.0)
- Loan Officer Survey
- S&P Global Manufacturing PMI (actual: 53.9, consensus: 53.8, previous: 53.9)
- Total Vehicle Sales (actual: 24.10M, consensus: 16.30M, previous: 16.50M)
## Upcoming events for Wednesday, August 5th
- Expected earnings:
AACG, AAUC, ABCL, ABUS, ACA, ACB, ACIC, ACT, ACTG, ADMA, ADNT, ADV, AEVA, AGBK, AGL, AHT, AIRG, AKA, AKBA, ALB, ALL, ALNT, ALTO, AMPL, AMPX, AMPY, AMSC, ANAB, APA, APLE, APP, ARQT, ARRY, ARTV, ASMB, ASTE, ASYS, ATEN, ATNI, ATO, AUGO, AUST, AVT, AWR, AXON, BAM, BATRA, BATRK, BBD, BBDC, BBDO, BBSI, BCO, BCRX, BDSX, BGSF, BHR, BIOA, BKH, BLBD, BLLN, BLMN, BMBL, BROS, BTMD, BVS, BWA, BYND, CACI, CAI, CAPL, CARL, CCU, CDE, CDLX, CDRE, CDW, CENT, CENTA, CF, CG, CGNX, CHH, CHRD, CHRS, CHYM, CIM, CLFD, CLOV, CMP, CMPS, CNTX, COKE, COOK, COR, CPA, CPAY, CPRI, CPS, CPSH, CRCL, CRL, CRTO, CRUS, CRVL, CSTE, CSV, CTKB, CVS, CW, CWEN, CWK, CXT, CXW, CYN, DASH, DAVE, DEC, DGII, DHT, DHX, DIBS, DIN, DIOD, DIS, DK, DKL, DLX, DNA, DOX, DT, DUOL, DXPE, EBAY, EBS, ECPG, ECVT, EE, EHC, ELA, ELAN, ELF, ELPC, EOLS, EOSE, EPC, ERII, ERO, ETSY, EVCM, EVEX, EVGO, EXEL, EXPE, EXTR, EYPT, EZPW, FG, FIG, FIP, FLNC, FLUT, FNF, FRPT, FSLY, FSM, FTCI, FUBO, FWRD, GBLI, GDRX, GENK, GERN, GFF, GFR, GFS, GILT, GLXY, GNK, GNL, GNW, GOOD, GPCR, GPMT, GPN, GRAL, GROY, GSL, GT, GTM, HBB, HCC, HDSN, HGTY, HHH, HLF, HLLY, HLX, HMC, HMH, HMN, HNNA, HNST, HONA, HP, HPP, HRTG, HSBC, HST, HUBS, ICL, IEP, III, IMNM, INMD, INN, INSE, INSG, INTR, INVA, INVZ, IONQ, IRM, ITIC, JJSF, JOBY, KD, KHC, KLIC, KLTR, KLXE, KMPR, KMT, KNTK, KRMD, KRO, KROS, KVYO, KYMR, LAB, LAW, LB, LCII, LENZ, LESL, LEU, LFCR, LFMD, LILA, LILAK, LINE, LIVN, LLY, LPG, LPX, LSF, LTBR, LTC, LZ, MATV, MCK, MCRB, MDLN, MELI, MET, MFA, MFC, MGEE, MGNI, MGY, MIAX, MIRM, MKSI, MLR, MNKD, MNTK, MRAM, MSI, MTDR, MTRN, MUR, MUSA, MUX, MWA, MYO, NAMS, NATL, NC, NEXA, NHP, NI, NICE, NINE, NL, NLOP, NMRA, NNBR, NNN, NOVT, NRP, NSLR, NTR, NVO, NVST, NWN, NWS, NWSA, NXL, NYT, NYXH, O, OBDC, OC, OCSL, OEC, OESX, OFIX, OFLX, OGC, ONC, ONT, OPI, OPRT, ORA, OSS, OSUR, OTF, OUT, OXY, PACB, PAYC, PAYS, PCVX, PFX, PKOH, PNTG, PODD, POWI, PPBT, PR, PRGO, PRI, PRMB, PRSU, PSBD, PSX, PTGX, PTLO, PTRN, PULM, QGEN, QNTM, QTTB, RAMP, RAND, RCMT, RCUS, RDN, RDW, REI, RELY, REPX, RGLD, RIG, RIOT, RMR, ROCK, ROOT, RPC, RPRX, RRX, RUN, RVMD, RXRX, RXST, RYDE, RYN, SAFT, SATL, SBGI, SBLK, SD, SDGR, SEDG, SEER, SEG, SEI, SGHT, SGU, SHAK, SHOP, SII, SITM, SKM, SM, SMA, SMR, SMRT, SMSI, SN, SNDK, SNES, SNEX, SOBO, SOLV, SOUN, SR, SRI, SRPT, SST, STAA, STE, SVC, SVCC, SWX, SYM, TACT, TARS, TASK, TATT, TBLA, TDUP, TECH, TFPM, TGB, TKNO, TLN, TNC, TNYA, TPC, TPL, TPVG, TRDA, TRI, TRIN, TRMB, TRNO, TROX, TRUP, TS, TTMI, TWFG, UBER, UGI, UHAL, UHAL.B, UMH, UPB, URGN, USPH, UTHR, UTI, UUUU, UVV, VAL, VCTR, VECO, VEL, VIAV, VIR, VNDA, VPG, VRDN, VRRM, VSEC, VSH, VVV, VYGR, VYX, WBI, WDC, WES, WMK, WTI, WTS, WULF, WW, XNCR, XNDU, XPEL, XPER, XPL, XRN, XYZ, YOU, Z, ZBH, ZG, ZIP, ZNTL, ZVIA, ZVRA
- Ex-div:
BPRN, HBANZ, HFWA, JMSB, NBBK, ONBPO, ONBPP, SATA, UVSP, WTBA
- Economic events and announcements:
- 52-Week Bill Auction (previous: 3.860%)
- API Weekly Crude Oil Stock (consensus: -2.000M, previous: 3.296M)
- Atlanta Fed GDPNow (consensus: 6.2%, previous: 6.2%)
- Durables Excluding Defense (consensus: 0.3%, previous: 0.3%)
- Durables Excluding Transport (previous: 0.6%)
- Exports (previous: 317.70B)
- Factory Orders (consensus: 0.2%, previous: -1.3%)
- Factory orders ex transportation (previous: 1.9%)
- IBD/TIPP Economic Optimism (consensus: 47.5, previous: 45.5)
- Imports (previous: 395.30B)
- JOLTS Job Openings (consensus: 7.440M, previous: 7.594M)
- Redbook (previous: 8.3%)
- Trade Balance (consensus: -73.00B, previous: -77.60B)
^^^^2026-08-04