fool.com · 19 jun

Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.

Coherent's optical upgrades are essential for handling AI applications. Its stock is richly valued, but it has significant upside potential.

globenewswire.com · 18 jun

Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs

Tower's advanced silicon photonics platform enables high-bandwidth, energy-efficient data center connectivity

investorplace.com · 17 jun

The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next

SpaceX's $60 billion bet just confirmed the agentic inference supercycle - and pointed directly at the physical bottlenecks that capture it.

fool.com · 16 jun

Goldman Sachs Says That This Is the Next Big AI Infrastructure Megatrend With a 9X Growth Potential. 3 Stocks You Can Buy to Capitalize on This $154 Billion Opportunity

Optical networking is becoming the next bottleneck in the AI infrastructure space, and that's great news for these three companies.

globenewswire.com · 16 jun

Coherent Announces a CHIPS Letter of Intent for $50 Million to Expand World-Leading Manufacturing Facility for AI Infrastructure

SHERMAN, Texas, June 16, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), the global photonics leader, today announced it has signed a letter of intent to receive up to $50 million in direct funding under the CHIPS and Science Act from the U.S. Department of Commerce to expand its world-leading 6-inch Indium Phosphide (InP) semiconductor manufacturing facility in Sherman, Texas. The investment will support growing demand for optical networking technologies that power AI datacenters and further strengthen Coherent's longstanding and recently expanded partnership with NVIDIA.

zacks.com · 15 jun

Coherent Trades Higher Than Industry: Is the Premium Justified?

COHR's valuation premium is backed by a near-equilibrium PEG, margin gains and AI capacity investments, but cash burn keeps the pivot in focus.

marketwatch.com · 11 jun

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

investopedia.com · 11 jun

These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The Dip

A pair of Nvidia-backed stocks that were among investors' favorite AI names earlier this year, have pulled back lately. JPMorgan analysts see that as an opportunity.