“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners24/7 Wall Street • 08/11/26
Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend24/7 Wall Street • 08/10/26
What to Expect in Markets This Week: July Inflation Data, Plus Updates on US Consumer Spending and SentimentInvestopedia • 08/09/26
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%24/7 Wall Street • 08/07/26
The Trump Administration Could Soon Create the ‘Mother of All' AI Bottlenecks. These Stocks Could Soar.24/7 Wall Street • 08/06/26
Coherent (COHR) Earnings Expected to Grow: What to Know Ahead of Next Week's ReleaseZacks Investment Research • 08/05/26
Coherent (COHR) Price Prediction: How Much a $1,000 Investment Could Be Worth by 202724/7 Wall Street • 08/03/26
4 Business Services Firms Poised to Top Estimates This Earnings SeasonZacks Investment Research • 07/30/26
Coherent: Right Thesis, Wrong Timing - Why We're Staying At Buy After A 34% DrawdownSeeking Alpha • 07/29/26
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree24/7 Wall Street • 07/28/26
A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.24/7 Wall Street • 07/28/26