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Datacenter Trends News 30 November 2025 - 10 December 2025

Coherent Corp (COHR) Stock: AI Datacenter Darling Rides Fresh Upgrades and 300mm SiC Breakthrough – December 10, 2025 Update

Coherent Corp (COHR) Stock: AI Datacenter Darling Rides Fresh Upgrades and 300mm SiC Breakthrough – December 10, 2025 Update

Coherent Corp (NYSE: COHR) has quietly morphed from a “laser company” into one of Wall Street’s favorite picks-and-shovels plays for the AI datacenter boom. As of mid‑day on December 10, 2025, the stock trades around $192 per share, giving the
10 December 2025
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Lumentum Holdings (LITE) Stock Outlook Before the December 1, 2025 Open: AI Datacenter Winner Meets a Valuation Reality Check

Lumentum Holdings (LITE) Stock Outlook Before the December 1, 2025 Open: AI Datacenter Winner Meets a Valuation Reality Check

Published: December 1, 2025 (pre‑market) Lumentum Holdings Inc. (NASDAQ: LITE) heads into Monday’s session as one of 2025’s most explosive AI infrastructure plays — and one of its most hotly debated. After a spectacular November melt‑up driven by AI datacenter
30 November 2025
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