Core Insights - Oracle's shares surged by 36% following a significant earnings report, driven by a 359% increase in remaining performance obligations, totaling $455 billion [1] - The company anticipates generating $144 billion in cloud infrastructure revenue by fiscal year 2030, which is eight times the expected $18 billion for fiscal year 2025 [1] Group 1: Oracle's Impact on Data Center Expansion - Oracle plans to build an additional 37 data centers to meet the demands of major clients like Alphabet, Amazon, and Microsoft [2] - The expansion of data centers is expected to lead to increased purchases of related components, creating opportunities for other companies in the sector [2] Group 2: Beneficiary Stocks - Credo Technology Group, which specializes in active electrical cables, is positioned to benefit significantly from Oracle's data center expansion, with shares rising 10% following Oracle's announcement [3][4] - Applied Optoelectronics, valued at approximately $1.7 billion, sells optical transceivers and saw its shares increase by 17% after Oracle's news, indicating potential for growth despite being a smaller player [9] - Coherent, a larger company with a market capitalization of $16 billion, also produces optical transceivers and generated nearly $950 million in revenue from data center markets, showing a more stable investment compared to smaller firms [12][13]

Core Insights - Coherent Corp. has launched the WELD1D+, a next-generation laser welding processing head with integrated API control, to be showcased at the Schweissen & Schneiden exhibition in Essen, Germany [1][2] Product Features and Market Position - The WELD1D+ enhances Coherent's leadership in laser innovation and meets the growing demand for high-productivity welding solutions in sectors such as automotive, electric vehicles, consumer electronics, and heavy industrial manufacturing [2][4] - This product allows for real-time adjustment of beam parameters during the welding process, significantly improving manufacturing efficiency and flexibility for lasers up to 10 kW, positioning Coherent to capitalize on growth in electric vehicles and battery manufacturing [3][4] - The WELD1D+ supports a wide range of applications, reducing the need for multiple dedicated tools and integrating seamlessly with Coherent's fiber laser portfolio, ensuring scalability as production needs evolve [3][4] Strategic Implications - The introduction of the WELD1D+ reflects Coherent's capability to develop differentiated, high-value technologies that align with growth drivers in advanced manufacturing, enabling customers to reduce total cost of ownership and enhance efficiency [4] - By combining flexibility with scalability, the WELD1D+ helps manufacturers remain competitive, accelerate innovation, and meet the demands of rapidly changing markets [4]

Core Insights - Coherent Corp. has launched the WELD2D MP, a new laser welding scanner aimed at enhancing cost-performance standards in the e-mobility and electronics sectors [1][2]. Product Overview - The WELD2D MP is specifically designed for critical applications in the rapidly growing EV and power electronics markets, including foil-to-tab and thin busbar welding [2]. - This product combines advanced precision with an optimized cost-performance balance, enabling customers to scale production while ensuring high quality [2]. Strategic Importance - The WELD2D MP is a significant addition to Coherent's existing laser scanner portfolio, showcasing the company's commitment to innovation and customer-centric solutions [3]. - When integrated with Coherent's AIM, EDGE, and ARM Fiber Lasers, the WELD2D MP offers a comprehensive OEM solution, enhancing its market appeal and potential for increased sales volumes [3]. Market Positioning - The launch of the WELD2D MP aims to democratize access to high-performance laser welding, making it more accessible to a broader customer base [4]. - The scanner is positioned to deliver premium quality at a competitive price point, allowing Coherent to penetrate new segments within the industrial market [4]. Company Background - Coherent is recognized as a global leader in photonics, providing technology solutions that drive innovation across various industries, including datacenters and communications [5]. - Established in 1971, Coherent operates in over 20 countries and offers a comprehensive technology stack and resilient supply chain to address complex technological challenges [6].

Core Insights - Coherent Corp. has achieved a significant milestone by shipping its 50 millionth thin-film filter, highlighting its 25-year history in precision optical innovation [1][2][7] Company Overview - Coherent is recognized as a global leader in photonics, providing industry-leading optical coatings that enhance telecommunications and life sciences [2][3] - The company operates in over 20 countries and offers a comprehensive technology stack, ensuring supply chain resilience and global scale [4] Technological Impact - The thin-film filter technology has a lasting impact on advanced communication systems and life-saving diagnostics, showcasing Coherent's commitment to performance and reliability [2][3] - The achievement reflects the company's dedication to innovation and customer success, as emphasized by the Senior Vice President of Engineered Materials [2]

Core Insights - Applied Energetics, Inc. has announced the issuance of two critical patents that enhance laser-driven optical amplification and tunable, multi-wavelength light sources [1] Company Developments - The patents issued by the U.S. Patent and Trademark Office represent significant advancements in the field of ultrashort pulse laser technology [1]

SAXONBURG, Pa., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that its Chief Technology Officer, Dr. Julie Sheridan Eng, and its Chief Marketing Officer, Dr. Sanjai Parthasarathi, along with other experts will participate in key thought leadership sessions at the European Conference on Optical Communication (ECOC) 2025, to be held September 29 – October 1, 2025, at the Bella Center in Copenhagen, Denmark. Coherent thought leaders will share the ...

Key Takeaways Coherent posted $5.8B in fiscal 2025 revenues, up 23% y/y, driven by AI and datacom demand.New 1.6T and 3.2T transceivers plus CPO and OCS products boost Coherent's growth.Stock trades below industry valuations with stronger returns, liquidity and outlook.Coherent Corp.'s (COHR) stock price has soared 57.1% in the past six months, outperforming the industry's 43.1% rise and the Zacks S&P 500 Composite’s 16.6% growth.6 Months' Price Performance Image Source: Zacks Investment Research This sharp ...

SAXONBURG, Pa., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced Dr. Julie Sheridan Eng, Chief Technology Officer, as the recipient of the 2025 Dr. Lisa Su Woman of Innovation Award by the Global Semiconductor Alliance (GSA). The GSA Woman of Innovation Award recognizes an industry veteran who has dedicated her career to making exceptional contributions to drive the development, innovation, growth, and long-term opportunities for the semiconductor ...

Core Insights - Coherent Corp. has joined the Diode Technology Working Group within the STARFIRE Hub, a collaborative initiative aimed at advancing inertial fusion energy (IFE) [1][4] - This collaboration emphasizes Coherent's dedication to innovating in photonics to tackle complex energy challenges and contribute to sustainable fusion energy solutions [2][3] Company Overview - Coherent is recognized as a global leader in photonics, providing technology solutions across various industries including datacenter, communications, and industrial markets [4][5] - The company has been operational since 1971 and has a presence in over 20 countries, showcasing a robust technology stack and supply chain resilience [5] Industry Context - The STARFIRE project, supported by the U.S. Department of Energy, aims to establish a technical foundation for future commercial fusion systems, highlighting the importance of collaboration in the energy sector [4]

Core Insights - Coherent Corp. has launched the EDGE FL30, a 30 kW fiber laser designed for superior performance in metal cutting applications, setting a new standard for high-power, thick sheet cutting [1][4] Product Features - The EDGE FL30 features back reflection resilience, minimizing cut loss and process instability, which enhances uptime and consistency in challenging cutting scenarios [2] - Built with Coherent's active fiber technology and pump diodes, the EDGE FL30 ensures high efficiency, quality, and longevity [2] - The system utilizes FPGA-controlled EDGE FL modules, providing robust performance, redundancy, and field-replaceable options [2] Market Impact - The introduction of the EDGE FL30 is expected to improve manufacturers' throughput, reduce interruptions, and lower total cost of ownership [2] - Coherent's FSC3-Z-HP cutting head is compatible with the EDGE FL30, allowing OEMs to create next-generation cutting machines with enhanced reliability and precision [3] Industry Commitment - The EDGE FL30 will be showcased at FABTECH 2025 in Chicago, highlighting Coherent's dedication to advancing high-power fiber laser cutting technology in both the U.S. and global markets [4]