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Coherent is expanding beyond AI optics into thermal management just as rising AI power demand creates another major infrastructure bottleneck.
Coherent shares fell about 12% despite strong earnings and a new 300mm silicon carbide substrate for AI chip thermal management, backed by $1 billion from Denso and Mitsubishi Electric.
CIEN and COHR benefit from AI-driven optical networking demand, but differing growth prospects, capacity challenges and valuations give one an edge.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
The market spent Tuesday worrying that AI demand will fade. Both companies had just reported the opposite.
Record revenue and margin expansion driven by AI data center optical connectivity demand.
Coherent’s second quarter results for 2026 surpassed Wall Street’s revenue and profit expectations, yet the market responded negatively. Management identified exceptional demand in the data center and communications segments, with CEO James Anderson attributing the growth to a surge in AI-driven optical networking and ongoing production capacity expansion, particularly in their 6-inch Indium Phosphide lines. CFO Sherri Luther emphasized improved cost structure and greater operating leverage as a
The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
Earlier this week, reports that prices of indium phosphide substrates used in AI lasers may rise further amid supply tightness put fresh attention on AXT, which recently expanded its InP capacity and secured new supply agreements with Lumentum Holdings and Coherent Corp. The news highlights how AXT’s position in a constrained indium phosphide market could become increasingly important as AI-related demand strains global substrate supply chains. Now we’ll explore how tightening indium...
Three AI infrastructure stocks just shed billions in market cap in a single session, and the reason has less to do with their earnings than with a mounting anxiety about what the biggest names in tech have been quietly hiding from investors.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
The PHLX Semiconductor Index was down 5.6%, on pace for its biggest decline since July 1, according to Dow Jones Market Data. All 30 SOX components haven’t closed lower on the same day since July 29. Coherent and Credo Technology Group were the biggest laggards with 12% drops.
All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.
LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.
COHR's record FY26 results and strong FY27 outlook face a tougher test as surging capex, rising inventory and capacity constraints raise execution risks.
NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.
Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched four first-to-market single-stock leveraged ETFs listed on Cboe. AXTQ complements the Tradr 2X Long AXTI Daily ETF (Cboe: AXTX), which seeks 200% of the daily performance of AXTI.
Coherent said Monday that its customers had begun sampling its new 300mm high-thermal-conductivity SiC substrates.
Coherent (NYSE:COHR) has begun customer sampling of its advanced 300mm high thermal conductivity silicon carbide substrates for AI infrastructure. The new 300mm substrates are aimed at AI data centers and high performance computing systems that face rising demands for thermal management and material scalability. The sampling program is intended to give chipmakers and system providers early access to Coherent's silicon carbide materials for testing in next generation AI hardware. This move...
Coherent stock has surged over the past few years, yet the valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples lean expensive. Coherent has delivered a very large return of around 8x over the past 3 years, which puts extra focus on whether today’s price still reflects its fundamentals. Investor expectations around AI related optical and data center demand can support the current valuation, while any slowdown in...
Semiconductor and energy stocks rallied on Monday—and not much else. The Dow Jones Industrial Average fell 272 points, or 0.5%. The S&P 500 dropped 0.5%. The Nasdaq Composite fell 0.3%. Meanwhile, the yield on the 30-year Treasury rose to 5.
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