Artificial intelligence is entering a new phase of infrastructure expansion, and one of the most important technologies enabling that growth is photonics. As AI models scale, the limiting factor is no longer pure compute, but the movement of data itself. Copper interconnects are approaching hard physical and power limits, creating a choke point for training and inference workloads.That’s where photonics comes in. Optical interconnects, silicon photonics, and co-packaged optics are emerging as essential solu ...

Key Takeaways Liquidia Corporation shares have gained 43.9% since an October upgrade, far outpacing the S&P 500's rise.Shares of WDC have climbed 52.8% since its October Outperform upgrade, beating the S&P 500 by a wide margin.JNJ has returned 19.3% over 12 weeks, benefiting from investor demand for quality dividend stocks.The U.S. stock markets ended the week mostly lower, with the tech-heavy Nasdaq Composite and the S&P 500 slipping by 1.49% and 0.28%, respectively, due to a sharp selloff in tech stocks. ...

Tech stocks are getting a beating, with the Nasdaq now comfortably down more than a full percentage and ready to end this week with a loss.Digging deeper, some of the pain is stemming from stocks like Astera Labs, a company dabbling in AI Infrastructure. Its stock, as of 10:09 A.M. Eastern, had lost 4.36% over just 15 minutes.Over the same period, Amphenol, a maker of fiber-optic cables and connectors, was down 2.1%. Shares Coherent, another company dealing with components, also lost 4.17% over a 15 minute ...

Company Overview - Coherent is a $29 billion global leader in laser technologies and photonics, serving industrial, communications, electronics, and instrumentation markets [1] - The company has seen explosive growth in demand for its optical solutions due to the AI/datacenter buildout [1] Financial Performance - Revenues are projected to double from $3.3 billion in June 2022 to $6.7 billion by June 2026, with a stock appreciation of 290% during the same period [1] - Profits are expected to increase by 42% this fiscal year, surpassing $5 EPS, with a current year EPS consensus raised by 9.6% following a strong performance in the September quarter [2] Strategic Partnerships - A significant driver of investor enthusiasm has been Coherent's collaboration with NVIDIA to develop silicon photonics networking switches using co-packaged optics [3] - This partnership aims to enhance connectivity in AI factories, allowing for the connection of millions of GPUs [3][4] Product Innovations - Coherent supplies the laser technology for Apple's Face ID, continuing a multiyear strategic supply agreement to produce vertical-cavity surface-emitting lasers (VCSELs) [7][8] - The company is expanding its manufacturing capabilities at its Sherman, Texas facility, which is equipped for next-generation optoelectronic applications [9] Business Divestitures - Coherent is selling its Aerospace & Defense business to private equity firm Advent for $400 million, allowing the company to focus on its core technologies [7][9]

Coherent Corp. (NYSE:COHR) is one of the Must-Watch AI Stocks on Wall Street. On December 5, Raymond James raised its price target on the stock to $210.00 from $180.00 while maintaining a “Strong Buy” rating. The firm is optimistic about the optical components manufacturer, anticipating its underappreciated AI exposure to drive continued upside. “We maintain our Strong Buy rating and raise our price target on Coherent after refining our estimates for new segmentation and updating our sum-of-the-parts anal ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Is Coherent (COHR) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Coherent is a member of the Business Services sector. This group includes 259 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 differe ...

Hardware & Networking AI Demand Expanding Outside the DC with Scale- Across and Multi-Rail Opportunities; Estimate $10 bn+ TAM J P M O R G A N North America Equity Research 05 December 2025 The advent of AI data centers and large training clusters has introduced new terminology around the AI networking fabric, including "Scale-Up," which generally refers to XPU-to-XPU connectivity within a tightly coupled node or local cluster, and "Scale-Out," which refers to the fabric that links many of these nodes acros ...

Key Takeaways Coherent's stock has soared 60.9% in a year, beating its industry and peers.Strong demand for AI datacenter, InP, OCS and ZR/ZR products is driving COHR's growth momentum.COHR projects solid y/y revenue and EPS growth for fiscal 2026-2027, with multiple upward estimate revisions.Coherent Corp.'s (COHR) stock price has increased 60.9% in a year, outperforming the industry's 5.7% growth and the Zacks S&P 500 Composite’s 16.6% rise.COHR has outperformed its industry peers, Byrna Technologies (BYR ...

如果您希望可以时常见面，欢迎标星收藏哦~ 光子学领域的全球领导者 Coherent 公司（纽约证券交易所代码：COHR）今天宣布，其下一代 300 毫米碳化硅 (SiC) 平台取得了重大里程碑，旨 在满足人工智能数据中心基础设施日益增长的热效率需求。 作为大直径碳化硅衬底领域的先驱，相干公司凭借其成熟的200毫米平台技术，开发出新一代300毫米解决方案，旨在应对日益增长的热负载，满足 现代数据中心不断提升的性能和可扩展性需求。随着这些系统对更高功率密度、更快开关速度和更优异散热性能的需求不断增长，采用更大直径的 碳化硅晶圆将显著提升能源效率和散热性能。 ( 来 源： 综合自Coherent ) *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 点这里加关注，锁定更多原创内容 虽然数据中心热管理应用是该平台的主要关注点，但 Coherent 也在通过持续的材料创新和 ...

Key Takeaways The article spotlights AVAV, COHR and TRMB as drone-technology leaders poised to enhance portfolios in 2026.AeroVironment projects over 100% revenue growth and 10.4% earnings growth for the year ending April 2026.Trimble benefits from rising recurring revenue, broader digital adoption and improved earnings estimates. A drone, also called unmanned aerial vehicle (UAV), is a broad term that refers to an aircraft that operates autonomously or by remote control with no pilot on board. The technolo ...