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EXPLAINED: Coherent | Vintage Vibes

Nvidia's Jensen Huang pledges AI will boost manufacturing jobs

The factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that supplants workers as it becomes possible to write software, analyze a spreadsheet, run an assembly line or even drive an automobile without much human effort.

The Economic Times

3 Stocks Diluting Shareholders to Fund Big Long-Term Opportunities

Shareholder dilution certainly isn't ideal, but these three companies are issuing shares with long-term growth squarely in mind.

MarketBeat

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas

Nvidia is betting on artificial intelligence to revive U.S. manufacturing

The Independent UK

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How Is Coherent's Stock Performance Compared to Other Technology Stocks

Coherent has outperformed other technology stocks over the past year, and analysts remain highly optimistic about the stock's growth potential.

Barchart

China's control over indium phosphide exports threatens AI data centre rollout

Anderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in manufacturing high-speed optical chips for AI data centres, said three sources familiar with the matter.

The Economic Times

Why Coherent Is a Top Optical Networking Stock to Buy Now

Nvidia's AI networking optimism is shining a bright spotlight on Coherent, making it one of the most compelling optical networking stocks to own right now.

Barchart

Nvidia Expands Photonics Push With Billions In New AI Infrastructure Investments

Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networking companies since March, widening its effort to address one of the biggest infrastructure constraints facing the AI industry.

International Business Times

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A Deep Dive Into NVIDIA’s Latest Portfolio Moves

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

MarketBeat

This Analyst Just Raised the Price Target on Coherent Stock by 50%. What to Know.

Coherent stock rallies as Stifel issues a bullish note. Here’s why analyst Ruben Roy sees COHR shares ripping higher from current levels as the year unfolds.

Barchart

Before the Moon Base Gets Built, These 4 Companies Win

Photonics isn't just for high-speed AI connections, they need it in space, badly, to help advance its commercialization.

MarketBeat

4 Hot AI Stocks You May Not Have Heard Of: Should You Invest?

Here's a look at four hot AI stocks you might not have heard of, plus whether they might make good investments.

GOBankingRates

S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the Index

See which stocks made the cut in the S&P 500's latest rebalancing and have now entered the index. This includes three AI names and two with backing from NVIDIA.

MarketBeat

2 Lesser-Known Photonics Firms May Play an Outsized Role in AI

Photonics companies could make the next stage of AI infrastructure development possible, and firms like Coherent and Nova could stand to benefit most.

MarketBeat

Should You Buy Coherent Stock Before It Joins the S&P 500 on March 23?

Strong AI-driven bookings and S&P 500 inclusion support the bull case for Coherent, although much of the growth optimism appears to be priced in.

Barchart

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TechRadar

'AI has reinvented computing and is driving the largest computing infrastructure buildout in history': Nvidia invests $4 billion in photonics firms as it looks to boost its next generation of AI chips

Nvidia commits $4 billion to Lumentum and Coherent, advancing optical interconnects and AI tools for next-generation data centers.

Barchart

This Billionaire Just Bought 1 MILLION Shares of Nvidia Stock. Should You Back Up the Truck?

A Tesla billionaire whale's purchase of 1 million Nvidia shares lands just as the company reports record fiscal 2026 revenue.

Barchart

As Coherent Locks Down a Bigger Nvidia Deal, Should You Buy, Sell, or Hold COHR Stock?

Nvidia’s investment in the photonic company Coherent has propelled COHR to new highs. Should investors chase the rally or wait for a pullback?

International Business Times UK

Nvidia Invests $4B in Photonics Companies After Reports of New AI Processor Emerge

Nvidia announces a $4 billion investment in Lumentum and Coherent to advance optics technology for next-gen AI infrastructure buildout.

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MarketBeat

3 High-Growth Unknowns in Photonics That Are Vital for AI

Photonics technology is under-appreciated by many investors but is likely to continue to play a pivotal role in growing the red-hot AI industry.

MarketBeat

These 3 Stocks Just Graduated to the MSCI World Index

The MSCI World Index's February review adds three new companies to the global benchmark as capital flows into space, AI, and aerospace sectors.

MarketBeat

Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin

Investors are pivoting to specialized suppliers that solve power and speed bottlenecks for next-generation AI infrastructure to capture higher growth potential.

Barchart

Stocks Mixed as a Plunge in Oracle Weighs on Tech Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.34%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.89%. December E-mini S&P futures (ESZ25 ) are down -0.34%, and December...

MarketBeat

The AI Boom Is Powering an Unexpected Stock Surge—And These 3 Companies Are Winning Big

AI data center growth is driving record revenue for Ciena, Lumentum, and Coherent through rising demand for high-speed optical networking infrastructure.

Barchart

3 Under-the-Radar Tech Stocks to Buy as Nvidia Proves the AI Trade Has Staying Power

Nvidia's powerful results make the case for investing in these optical component names stronger.

MarketBeat

3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher

As many data center stocks soar, see where Wall Street analysts are showing trepidation and where they are favoring the potential for upside.

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