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Coherent (COHR) reports strong AI data center optical component demand, capacity expansion, and record order visibility through 2028, signaling robust AI infrastructure capex continuing across the se…
AI stocks rallied Wednesday led by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent posted earnings movers after hours, signaling continued strength in AI-related tech sector momentum.
Cisco and Coherent report earnings same day. Cisco favored for retirement portfolios with high beat odds, dividend, low beta; Coherent flagged as growth-only due to elevated P/E and volatility, despi…