Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
LITE's Components segment hit record revenues as AI data-center demand fuels laser shipments, margins and 2026 growth plans.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Coherent Corp. (NYSE:COHR) recently joined the S&P 500 and has surged nearly 49% since then, making it one of the top stocks that were added to the S&P 500 index recently. Coherent Corp. (NYSE:COHR) shares have gained over 106% so far in 2026, driven by robust AI-driven demand for its optical networking hardware and a […]
AXTI's China AI demand is surging as indium phosphide sales jump, but rising geopolitical tensions could shape its next growth phase.
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck
AI needs more than chips, and these stocks are positioned to benefit.
Coherent Corp. (NYSE:COHR) is one of the Best Fiber Optics Stocks to Buy for the AI Data Center Boom. On June 16, 2026, Coherent signed a letter of intent to receive up to $50 million in CHIPS and Science Act funding from the U.S. Department of Commerce to expand its 6-inch indium phosphide semiconductor manufacturing […]
Considering whether Coherent stock still offers value after its strong run, or if most of the potential upside is already reflected in the price. Coherent recently closed at US$381.22. The share price has been roughly flat over the past week, slightly higher over the past month, and has delivered very strong returns year to date and over the last 1 and 5 years. Recent coverage has focused on Coherent's position in the broader tech sector and how sentiment around high growth stocks has...
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
Palantir's rapid growth, strong profitability, and expanding AI adoption are helping it stand out from Coherent as a long-term AI investment.
Coherent has been on fire lately. In the past six months alone, the company’s stock price has rocketed 121%, reaching $424.35 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Coherent's record backlog, long-term commitments, NVIDIA investment and deleveraged balance sheet are reshaping its AI-era growth profile.
Coherent Corp. (NYSE:COHR) is one of the best US stocks to buy and hold for the next 5 years. On June 16, Coherent signed a letter of intent to receive $50 million in direct funding under the CHIPS and Science Act to expand its 6-inch Indium Phosphide/InP semiconductor facility in Sherman, Texas. This investment aims […]
Coherent Corp. (NYSE:COHR) is among the Best Photonics Stocks. On June 11, JPMorgan’s Samik Chatterjee flagged a nearly 20% pullback in shares of Coherent Corp. (NYSE:COHR) and Lumentum from early June highs. The firm noted “a host of concerns,” including limited summer catalysts and fears of delays in co-packaged optics adoption. The analyst called the setup […]
SINGAPORE, June 19 (Reuters) - China is stepping up scrutiny over exports of indium, leading some buyers to fear the niche metal, sought after for next-generation data centers, may be added to the export control regime that has become one of Beijing's most potent trade weapons. China produces nearly 70% of the world's indium, a byproduct of zinc refining mostly used in displays and solder but also the raw material for making indium phosphide, used to make high-speed optical chips for AI data
Coherent Cor.p on Tuesday announced an expansion of a manufacturing facility in Texas for lasers and optical networking products, strengthening a key part of Nvidia Corp.‘s supply chain for the artificial intelligence stack. Nvidia CEO Jensen Huang and Coherent CEO...
Nvidia CEO Says Energy Shortfall Could Slow AI Expansion
Huang says factories could benefit from AI
Coherent Corp. recently signed a letter of intent to receive up to US$50 million under the CHIPS and Science Act to expand its 6‑inch indium phosphide semiconductor facility in Sherman, Texas, doubling manufacturing space, quadrupling wafer capacity, and supporting AI datacenter optical networking while creating more than 1,000 jobs. This expansion deepens Coherent’s long-running collaboration with NVIDIA and reinforces Sherman’s role as a key U.S. hub for advanced photonics and AI...
Coherent (NYSE:COHR) announced a letter of intent to receive up to US$50 million in CHIPS and Science Act funding. The funding will support expansion of its Indium Phosphide semiconductor facility in Sherman, Texas. The project is expected to double production space, increase wafer capacity by 4x, and create more than 1,000 jobs. Coherent also highlighted a deeper partnership with NVIDIA focused on AI datacenter infrastructure. For investors tracking Coherent, this CHIPS Act award and...
Shareholder dilution certainly isn't ideal, but these three companies are issuing shares with long-term growth squarely in mind.
Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.