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Filed: 2026-09-15 AccNo: 0001683168-26-007160 Size: 278 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits
Coherent Corp (COHR) has experienced a 24% monthly decline after a 155% annual surge. Despite premium valuation, the company's AI-focused portfolio, strong datacenter revenue growth (58.6% YoY), expanding margins, and capacity expansion plans support a positive long-term outlook. The stock is rated a Buy, though risks include hyperscaler spending cycles and customer concentration.
Applied Optoelectronics (AAOI) stock surged over 9% after Corning and Verizon's major optical fiber deal boosted the sector.
Crude tumbles 3.6% on a Saudi pipeline restart, easing yields and lifting chips, while the Fed prepares its first rate hike in nearly three years.
Gabelli Funds PM Hendi Susanto says AI infrastructure demand remains strong despite slowdown calls, with supply tight through 2027.
Lumentum Holdings is trading higher Wednesday, lifted by strength in fiber-optic stocks after peer Ciena set aggressive multi-year targets.