Today: 29 April 2026
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NASDAQ:COHR 5 February 2026 - 26 April 2026

COHR Stock Faces a May Test After CFO’s $702,000 Sale

COHR Stock Faces a May Test After CFO’s $702,000 Sale

Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, according to an SEC filing. The sale comes ahead of Coherent’s fiscal third-quarter results, set for May 6. Coherent shares last traded at $336.09, below Luther’s sale price of $351. Nvidia invested $2 billion in Coherent in March, securing future access to laser and optical networking products.
26 April 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
29 March 2026
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Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp shares climbed nearly 6% Tuesday after the company said it will join the S&P 500 on March 23, following Nvidia’s $2 billion investment. The stock traded at $267.79 by late morning in New York. Coherent also launched new 980-nanometer micro-pump lasers ahead of the OFC telecom conference. Fiscal Q2 revenue rose 17% to $1.69 billion, with third-quarter guidance set at $1.70–$1.84 billion.
10 March 2026
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Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum shares rose 10.6% to $617.81 in New York trading after S&P Dow Jones Indices said it will add the company to the S&P 500 on March 23. The move follows Nvidia’s $2 billion investment and a multiyear purchase agreement announced last week. Peers Coherent and Vertiv also gained. Lumentum reported second-quarter revenue up 65.5% to $665.5 million and forecast third-quarter revenue of up to $830 million.
9 March 2026
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Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp on Wednesday launched a 224Gbps quad-channel transimpedance amplifier for 800G and 1.6T optical transceivers, and debuted the WaveMaker 4000A test instrument for Super C-band DWDM systems. Bloomberg Indices will add Coherent to its Bloomberg 500 index effective March 12. Coherent shares fell about 9% Thursday afternoon. The company recently raised $2 billion from Nvidia through a share sale.
5 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp on Wednesday launched the CHR1074, a 224Gbps quad-channel TIA for 800G and 1.6T optical transceivers, with samples available now and wider release expected next quarter. CEO Jim Anderson said new funding tied to an expanded Nvidia partnership will prioritize capacity, including work at the Sherman, Texas site. Coherent also introduced the WaveMaker 4000A for DWDM testing.
5 March 2026
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Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
4 March 2026
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AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

Applied Optoelectronics shares dropped 6.4% to $95.91 by early afternoon Tuesday after CFO Stefan Murry warned of capacity limits and potential indium phosphide bottlenecks as 800G optics shipments ramp in Q2. The company expects three hyperscale customers and $378 million monthly data-center transceiver revenue by mid-2027. Next update is scheduled for March 17.
3 March 2026
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Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia shares dropped 2.2% to $178.52 Tuesday morning, trailing a broad tech selloff that hit the Nasdaq and optics suppliers. The company announced $2 billion investments each in Lumentum and Coherent for advanced optics, but both suppliers’ stocks also fell sharply. Traders are watching for updates at Nvidia’s GTC event later this month.
3 March 2026
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Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia shares rose 3% in after-hours trading Monday after announcing $2 billion investments each in Lumentum and Coherent for advanced optics used in AI data centers. Coherent disclosed it sold nearly 7.8 million shares to Nvidia at $256.80 each. Both deals secure future supply of photonics components. Investors await product updates at Nvidia’s GTC event later this month.
2 March 2026
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Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia shares rose 1.5% to $179.80 in early trading Monday, bucking declines in chip stocks and the broader market. The company announced $2 billion investments each in Lumentum and Coherent, tied to multiyear supply agreements for advanced optics used in data centers. The moves come ahead of Nvidia’s GTC conference later this month. The Nasdaq was down 0.6% and the S&P 500 slipped 0.5%.
2 March 2026
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Coherent (COHR) stock jumps 7% toward a 52-week high — what traders are watching next week

Coherent (COHR) stock jumps 7% toward a 52-week high — what traders are watching next week

Coherent shares closed up 6.8% at $248.18 Friday after trading between $228.63 and $252.43, with 6.3 million shares changing hands. The move comes as President Trump raised a new global import tariff to 15% for 150 days, affecting tech supply chains. Broader markets also rose, with the S&P 500 up 0.69% and the Nasdaq up 0.90%. Investors await Nvidia’s earnings midweek for signals on the AI sector.
22 February 2026
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Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp shares jumped 7.2% to $244.13 Monday after Bank of America raised its price target to $250, maintaining a Neutral rating. The move followed volatile trading after earnings and comes as investors focus on AI-driven optical demand and upcoming U.S. inflation data. Other optical stocks also gained. Coherent forecast third-quarter revenue of $1.70–$1.84 billion and non-GAAP EPS of $1.28–$1.48.
9 February 2026
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Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum stock jumps nearly 8% as AI capex wave lifts optics names into the weekend

Lumentum Holdings shares surged 8% to $544.68 Friday after reporting fiscal Q2 revenue of $665.5 million and a backlog topping $400 million for optical circuit switches. The company expects Q3 revenue between $780 million and $830 million. Traders cited strong AI-driven demand but flagged risks if cloud customers pause orders. Lumentum will brief investors at the OFC conference on March 17.
6 February 2026
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Coherent stock jumps on AI optics demand bets as Wall Street lifts price targets

Coherent stock jumps on AI optics demand bets as Wall Street lifts price targets

Coherent shares rose 7.3% to $224.59 Friday after the company issued strong Q3 guidance and analysts raised price targets. Fiscal Q2 revenue reached $1.69 billion with adjusted EPS of $1.29. The company expects Q3 revenue between $1.70 billion and $1.84 billion, and EPS of $1.28 to $1.48. Demand from datacenter optics led growth, while industrial sales remained weaker.
6 February 2026
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Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent stock price: COHR whipsaws after earnings; AI data-center optics in focus

Coherent shares fell 0.8% to $209.24 in after-hours trading Thursday after a session marked by a 15% swing and heavy volume. The company reported fiscal Q2 revenue of $1.69 billion, above analyst expectations, and projected March-quarter revenue between $1.70 billion and $1.84 billion. Analysts raised price targets, but investor caution persists over margins and demand.
6 February 2026
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Coherent stock price whipsaws after earnings: COHR slides as outlook, trade risks come into focus

Coherent stock price whipsaws after earnings: COHR slides as outlook, trade risks come into focus

Coherent shares fell 3.9% to $202.69 in late morning New York trading Thursday after posting fiscal Q2 revenue of $1.69 billion, up 17% from last year. The company expects Q3 revenue between $1.70 billion and $1.84 billion, with non-GAAP EPS forecast at $1.28 to $1.48. Trading volume topped 5.8 million shares after a volatile open. Shares were briefly halted for volatility at 09:38 a.m. ET.
5 February 2026
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Stock Market Today

  • UAE Exit from OPEC Cuts Group's Global Oil Share, Boosts Saudi Influence
    April 28, 2026, 9:21 PM EDT. The UAE's departure from OPEC and OPEC+ reduces the group's global oil production share from 47% to 42%, significantly increasing Saudi Arabia's control over output policies. This shift could weaken OPEC's cohesion, potentially encouraging other members to leave or deviate from quotas, heightening oil price volatility. Despite short-term constraints on UAE oil exports due to the Strait of Hormuz closure, a reopening could allow an additional 1 million barrels per day, boosting UAE GDP by an estimated 7%. The UAE's diversified economy and large foreign currency reserves position it to withstand lower oil prices better than other Gulf countries, which face higher fiscal break-even points. The changing dynamics may accelerate oil diversification efforts across Gulf economies.

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AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

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29 April 2026
AST SpaceMobile will hold its first-quarter update call on May 11 after winning FCC approval to deploy a 248-satellite constellation for direct-to-device service. Shares fell 6.8% Tuesday, following the loss of its BlueBird 7 satellite in a failed launch. The company expects insurance to cover the loss and is targeting 45 satellites in orbit by end-2026. Investors are watching launch progress and commercial service timing.
OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

29 April 2026
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