Electronic Components

Coherent Corp.

Deep Research

OpenAI

NVDA

AVGO

GOOG

GOOGL

300308

300502

MRVL

BABA

89988

09988

HBBD

AMKR

COHR

LITE

Since late 2022, when ChatGPT burst onto the scene, AI has unleashed wave after wave of semiconductor supercycle opportunities. From compute (GPUs) and storage to coordination and scheduling (CPUs), the buildout has already minted a string of $1tn market-cap companies.If there is one remaining pillar of AI infrastructure poised to produce the next $1tn champion, Dolphin Research’s top call is AI-era high-speed interconnects. If compute solves AI’s 'IQ' and storage its 'memory'...

C3.AI

NVIDIA

Broadcom

Taiwan Semiconductor

Alphabet - C

Alphabet

Zhongji Innolight

Eoptolink

Marvell Tech

Advanced Semiconductor Engineering

Alibaba

BABA-WR

BABA-W

Alibaba HK SDR 5to1

Amkor Tech

Lumentum

AI Hyperconnected Era: Racing to 'Light'?

Conference Minutes

DXYZ

GGLS

GGLL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

AAPL

AAPB

AAPD

AAPU

The following is Dolphin Research's compiled earnings call Trans for Broadcom (AVGO) FY2025 Q4. For our earnings take, please see 'Broadcom: Calling out NVDA, but did the pioneer blink first?'AVGO fell after-hours as management struck a cautious tone during the discussion. Topics included the AI order outlook and progress with new customers and orders.1) AI orders: The total AI backlog for AI-related components and heterogeneous processors (XPUs) topped $73bn, slated for delivery over the next 18 months (six quarters). They then explained...

Destiny Tech100

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Apple

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

AVGO (Trans): Anthropic adds another 10bn;  73bn order is the floor

GIS-KY Wins Coherent Order to Become Key NVIDIA AI Optical Comm Partner with Heavy Equipment Installations in H2

Optical Communication Leaders Discuss Cross-Data Center Optical Communication Demand

Coherent Corp. Stock Target Raised to $373.42

FactSet Raises EPS Forecast for Coharo for 2026 to $5.46

Coherent CFO Comments on Earnings and Announces Capital Investment Plans

Coherent Corp. released FY2026 9-month earnings on May 6 After-Market EST, actual revenue USD 5.073 B, actual EPS USD 2.9181

Coherent Corp. released FY2026 Q3 earnings on May 6 After-Market (EST), actual revenue USD 1.806 B (forecast USD 1.78 B), actual EPS USD 0.97 (forecast USD 0.8766)

Coherent reports strong third quarter revenue growth, beats expectations

Coherent Corp. to release FY2026 Q3 earnings on May 6 After-Market EST, forecast revenue USD 1.78 B, EPS USD 0.8766

FactSet: Cohere Target Price Raised to 290, Majority of Analysts Optimistic

Coherent Makes Significant Progress in SiC Technology, Shares Hit New High

Coherent Director Howard H. Xia Exercised Options and Sold Stocks

Coherent to Showcase Indium Phosphide Technology Portfolio and Expand Production at OFC Exhibition

Coherent Corp. Unveils Next-Generation Pluggable Optical Technology at OFC 2026

Coherent to Showcase AI-Scale Optical Networking Technology at OFC 2026

Coherent Corp. Announces Enhancements to Multi-rail Optical Transport Platform

Coherent to Showcase 800G-ZR Data Center Interconnect Transceiver at 2026 OFC Expo

Netherlands Breaks Ground on World's First 6-Inch InP Photonic Chip Industrial Wafer Plant

Coherent Launches Uncooled Micro Pump Laser for Optical Networks

NVIDIA Invests in Lumentum and Coherent for Photonics

CCSC Tech

Youlife

Core AI

Regentis Biomaterials

Epsium Enterprise

Autozi Internet Tech Global

Leslies

Mega Matrix

eLong Power

Smart Logistics Global

SMCI

The artificial-intelligence trade fizzles out and it appears Monday’s rally might have been a one-off.

Micron Tech

Super Micro Computer

JM Smucker

GraniteShares 2x Long MRVL Daily ETF

Defiance Daily Target 2X Long SMCI ETF

GraniteShares YieldBOOST SMCI ETF

Direxion Daily MU Bull 2X Shares

Direxion Daily MU Bear 1X Shares

Defiance Daily Target 2X Short SMCI ETF

GraniteShares 2x Long SMCI Daily ETF

GraniteShares 2x Long MU Daily ETF

YieldMax SMCI Option Income Strategy ETF

GraniteShares YieldBOOST MU ETF

Defiance Leveraged Long +Income SMCI ETF

Direxion Daily MRVL Bull 2X ETF

Micron, Marvell, Super Micro, Coherent, Smucker, and more stocks that explain today’s market

.SPX

.NDX

SOXL

U.S. stocks declined Tuesday as the Nasdaq 100 fell over 3% and the S&P 500 dropped 1.6%, driven by a rotation out of AI and semiconductor stocks like Marvell and Coherent. Oil prices slid more than 5%, while defensive sectors gained. Markets are pricing in potential Fed rate hikes, and geopolitical tensions rose after a U.S. helicopter incident in the Strait of Hormuz.

- U.S. stocks fell on Tuesday, with the Nasdaq 100 down over 3% and the S&P 500 retreating below 7,300 amid a pullback from technology and AI companies.  
- Oil prices dropped roughly 6%, contributing to market instability ahead of a key consumer price report, while the Federal Reserve is now expected to consider a rate hike by October.  
- J.M. Smucker Co. saw a significant gain of 11.2%, while Coherent Corp. experienced a sharp decline of 15.2%, reflecting profit-taking after strong performance earlier in the year.

benzinga_article

S&P 500

NASDAQ-100

Us Brent Oil

Pro Ultr Bloomberg Crude Oil

Direxion S&P 500 Bull 3X

Ultr S&P 500 Pro

SPDR S&P Semicon

United States Oil Fund LP

iShares Core S&P 500

SPDR S&P 500

SPDR Portfolio S&P 500 ETF

iShares Semiconductor ETF

Pro UltrPro S&Pro 500

VG S&P 500

Pro Shrt S&P 500

Direxion S&P 500 Bear 3X

Pro UltrPro Shrt S&Pro 500

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Nasdaq 100 Tumbles Over 3%, Marvell Crashes 12%: Stock Market Today

COHH

NVDU

Coherent Corp (COHR) stock rose 8.49% on June 8, outperforming the Technology Equipment sector. The surge is driven by robust demand for its optical components in AI infrastructure, strong Q3 2026 financial results with 21% revenue growth, and optimistic Q4 guidance. Nvidia's strategic investment and positive analyst sentiment further bolstered the rally, despite high valuation risks and concentration in datacenter sales.

- Coherent Corp (COHR) stock rose by 8.49% on June 8, 2026, driven by strong demand for its optical components in the AI infrastructure market.  
- The company's recent earnings report showed a 21% revenue increase year-over-year, with optimistic guidance for Q4 2026.  
- Despite positive market sentiment and strong financial performance, COHR faces risks related to valuation and reliance on its datacenter segment.

TradingKey

Leverage Shares 2X Long COHR Daily ETF

Leverage Shares 2X Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

AXS 1.5X NVDA Bear Daily ETF

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

GraniteShares 2x Short NVDA Daily ETF

ProShares Ultra NVDA

NVDA WeeklyPay ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

Applied Optoelectronics

NVIDIA Corporation

Coherent Corp Stock (COHR) Moved Up by 8.49% on Jun 8: Facts Behind the Movement

Coherent was revalued from a slow-growth stock into a high-growth one.

Nvidia gets the headlines but this optical networking stock was the bigger AI surprise

MRAM

Everspin Tech pre-market rose 7.14%; Coherent Corp. pre-market rose 5.45%; SUNation Energy pre-market rose 150.44%; Optical Cable pre-market rose 81.30%; Gamehaus pre-market rose 56.64%

Price Alert

Everspin Tech

SUNation Energy

Optical Cable

Gamehaus

Popular pre-market trades in the US stock market: Everspin Tech up 7.14% in pre-market; Coherent Corp. up 5.45% in pre-market

Nvidia has strategically invested $2 billion each in Coherent and Lumentum, plus $2 billion in Marvell Technology, to secure critical optical networking and custom AI processor supplies. These moves aim to tighten control over the AI hardware supply chain, ensuring capacity for scaling data centers and maintaining dominance in the broader AI infrastructure market beyond just its own GPUs.

nasdaq

Intel

NASDAQ Composite Index

Invesco QQQ Trust

The Hidden Nvidia Trade Nobody on Wall Street Is Talking About

Marvell Tech pre-market down 3.43%; Coherent Corp. pre-market down 3.41%; Bio Green Med Solution pre-market up 176.42%; Solidion Tech pre-market up 101.41%; SmartKem pre-market up 71.88%

Pre-market hot trades in US stocks: Marvell Tech pre-market down 3.43%; Coherent Corp. pre-market down 3.41%

Coherent Corp. fell 3.87% in after-hours trading; Corning fell 3.01%, with a trading volume of $2.16 million; Vishay Technology fell 2.89%, with a trading volume of $476,800; Amphenol fell 0.68%, with a trading volume of $82,200

Corning

Vishay Intertech

Amphenol

U.S. stock night market fluctuations: Coherent fell 3.87% in after-hours trading, high expectations for AI optical modules make it difficult for earnings reports to boost stock prices

Why Coherent Is a Top Optical Networking Stock to Buy Now

Barchart Option

Why Coherent Is a Top Optical Networking Stock to Buy Now

Coherent Corp.(COHR.US)

Micron, Marvell, Super Micro, Coherent, Smucker, and more stocks that explain today’s market

Nasdaq 100 Tumbles Over 3%, Marvell Crashes 12%: Stock Market Today

Coherent Corp Stock (COHR) Moved Up by 8.49% on Jun 8: Facts Behind the Movement

Nvidia gets the headlines but this optical networking stock was the bigger AI surprise

Popular pre-market trades in the US stock market: Everspin Tech up 7.14% in pre-market; Coherent Corp. up 5.45% in pre-market

The Hidden Nvidia Trade Nobody on Wall Street Is Talking About

Pre-market hot trades in US stocks: Marvell Tech pre-market down 3.43%; Coherent Corp. pre-market down 3.41%

U.S. stock night market fluctuations: Coherent fell 3.87% in after-hours trading, high expectations for AI optical modules make it difficult for earnings reports to boost stock prices

Why Coherent Is a Top Optical Networking Stock to Buy Now