Coherent Corp. - Common Stock (COHR)

Several large-cap stocks saw significant declines last week, possibly due to wildfires in California and overall market weakness.

JPM analyst predicts Apple's dominance, Edge AI hype, hardware/cloud wars & M&A frenzy. Contract manufacturers & tariff concerns overlooked. EV/AV growth slows.

JPMorgan analyst predicts traditional IT infrastructure and industrial tech will see a cyclical rebound, with top picks like Dell, Corning, Coherent, Arista, Cisco, and Amphenol poised for growth.

benefit from the artificial intelligence boom but from very different industries.

I recently explained why Coherent Corp. is one of my favorite semiconductor stocks thanks to its exposure to optical transceivers. But today, I want to talk about Cisco Systems Inc.

Macom Technology has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI stock surged this week.

COHR earnings call for the period ending September 30, 2024.