Electronic Components

Coherent Corp.

Broadcom

Conference Minutes

AVGO

GOOG

GOOGL

OpenAI

DXYZ

NVDA

GGLS

GGLL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

AAPL

COHR

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...

Alphabet - C

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

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

Coherent Announces the Launch of Its First Dual-Laser QSFP28-DCO Product

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

CRWV

SOXL

NVIDIA's recent 13F filing reveals significant investments, including a $2 billion stake in Coherent, while Lumentum and Marvell were omitted due to different stock types. The company increased its CoreWeave holdings by 95%, now valued at $3.657 billion, but did not report a similar increase in Nebius due to a pre-funded warrant purchase. NVIDIA's portfolio remains stable with Intel, Synopsys, and Nokia, alongside a small investment in biotech firm Generate Biomedicines.

- NVIDIA, a leading semiconductor company, has significantly invested in various firms, highlighted by its Q1 2026 13F filing.  
- While it reported a $2 billion investment in Coherent, investments in Lumentum and Marvell did not appear due to their structure involving preferred stock, affecting reporting requirements.  
- Additionally, NVIDIA increased its position in CoreWeave, while its Nebius investment remained unchanged in the filing, reflecting its unique deal structures.

Market Beat

Coreweave

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COHX

Coherent Stock: Is Wall Street Bullish or Bearish?

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Tradr 2X Long COHR Daily ETF

Coherent Stock: Is Wall Street Bullish or Bearish?

Coherent Corp. fell 3.73% in after-hours trading; Corning fell 1.99% with a trading volume of $3.29 million; Lightwave Logic rose 0.43% with a trading volume of $96,000; Amphenol rose 0.16% with a trading volume of $65,400

Price Alert

Corning

Lightwave Logic

Amphenol

U.S. stock night trading fluctuations: Nvidia increases holdings and JP Morgan is optimistic, Coherent Corp. falls 3.73% in night trading, attracting market attention

LITE

SOXX

FTXL

Shares of Lumentum and Coherent fell sharply after investor Leopold Aschenbrenner revealed his fund sold its holdings in these companies. Lumentum dropped 11% and Coherent over 6%, despite previous gains of 120% and 80% respectively this year. Aschenbrenner's actions also boosted T1 Energy shares and included a bearish bet against Nvidia, which recently invested $4 billion in Lumentum and Coherent.

- Lumentum and Coherent shares fell significantly after investor Leopold Aschenbrenner announced the exit of his Situational Awareness fund from these companies in the first quarter.  
- Lumentum's stock dropped 11%, while Coherent decreased by over 6%, although both companies had previously experienced substantial gains of over 120% and 80% since January.  
- Aschenbrenner's fund also impacted T1 Energy positively and included a bearish bet against Nvidia, which invested $4 billion in Lumentum and Coherent.

Sherwoodnews

Lumentum

VanEck Semiconductor ETF

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T1 Energy

T1 ENERGY INC C/WTS 09/07/2026(TO PUR COM)

NVIDIA Corporation

Lumentum, Coherent fall after hedge fund manager Aschenbrenner dumps his holdings

Coherent Corp. pre-market down 3.20%; Sunshine Biopharma pre-market up 592.75%; GeoVax Labs pre-market up 164.23%; Virax Biolabs pre-market up 148.34%

Sunshine Biopharma

GeoVax Labs

Virax Biolabs

Pre-market hot trades in US stocks: Nvidia increases holdings and market expectations are raised, Coherent Corp. pre-market drops 3.20% attracting attention

NVDU

Nvidia has disclosed stakes in CoreWeave (47.2 million shares) and Coherent (7.8 million shares), enhancing its position in the AI supply chain. CoreWeave, a rapidly growing AI cloud provider, and Coherent, a supplier of materials for chips, lasers, and optical parts, are crucial for Nvidia's strategy to mitigate supply chain risks and foster long-term growth. NVDA stock holds a Strong Buy consensus with a target price suggesting a 24.4% upside.

- Nvidia has increased its holdings in CoreWeave and Coherent to strengthen its position in the AI supply chain.  
- It owns 47.2 million shares in CoreWeave, reflecting its commitment to the AI cloud market, and 7.8 million shares in Coherent, a supplier of crucial materials for chip production.  
- These investments aim to mitigate supply chain risks as AI workloads rise and support Nvidia's long-term growth strategy.

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Nvidia Discloses Stakes in AI Stocks CoreWeave (CRWV) and Coherent (COHR)

INTC

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Cerebras slips after shares of the chip maker rallied 68% in their trading debut on Thursday.

Intel

Cerebras

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Microsoft

DexCom

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These stocks are today’s movers: Intel, Boeing, Cerebras, Microsoft, DexCom, Figma, Coherent, Coinbase, and more

Coherent Corp. pre-market down 4.55%; Arm pre-market down 4.50%; HCW Biologics pre-market up 156.05%; Dreamland pre-market up 92.50%; Murano Global BV pre-market up 64.06%

- Coherent Corp. shares fell 4.55% amid news of growing interest in its AI data center potential and an upgraded price target from BofA Securities to $400, despite a neutral rating.  
- Arm Holdings experienced a 4.50% drop following a failed acquisition of AI chip company Cerebras Systems, raising uncertainties about its growth prospects.  
- HCW Biologics surged 156% after announcing a breakthrough in research for preventing bronchopulmonary dysplasia and gaining a "buy" rating from analysts, reflecting renewed investor interest.

HCW Biologics

Dreamland

Murano Global BV

Pre-market hot trades in US stocks: Coherent Corp. down 4.55% in pre-market; Arm down 4.50% in pre-market

Coherent Corp. fell 3.96% in after-hours trading; Corning fell 4.46% in after-hours trading, with a transaction volume of USD 14.55 million; Amphenol fell 1.15% in after-hours trading, with a transaction volume of USD 546,000; Lightwave Logic fell 1.81% in after-hours trading, with a transaction volume of USD 532,900

U.S. stock night trading volatility: Coherent Corp. fell nearly 4% in after-hours trading, raising market concerns over high valuations and capital expenditure pressures

Coherent Corp. experienced significant insider activity as Director Howard Xia sold 2,000 shares valued at $709,000 on May 13, 2026. This transaction may signal insights into the company's outlook. Following a strong Q3 report, analysts raised price targets due to record revenue and AI demand, despite noting near-term challenges. Spark's AI Analyst rates COHR as Outperform, citing strong technicals and positive earnings outlook, but warns of execution risks due to volatile earnings and weak cash flow. Coherent's YTD price performance stands at 102.64% with a market cap of $73.17B.

SPDR S&P Health Equip

iShares US Medical Devices

Coherent Corp. Rocked by Major Insider Stock Move From Company Director

Coherent Corp.(COHR.US)

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U.S. stock night trading fluctuations: Nvidia increases holdings and JP Morgan is optimistic, Coherent Corp. falls 3.73% in night trading, attracting market attention

Lumentum, Coherent fall after hedge fund manager Aschenbrenner dumps his holdings

Pre-market hot trades in US stocks: Nvidia increases holdings and market expectations are raised, Coherent Corp. pre-market drops 3.20% attracting attention

Nvidia Discloses Stakes in AI Stocks CoreWeave (CRWV) and Coherent (COHR)

These stocks are today’s movers: Intel, Boeing, Cerebras, Microsoft, DexCom, Figma, Coherent, Coinbase, and more

Pre-market hot trades in US stocks: Coherent Corp. down 4.55% in pre-market; Arm down 4.50% in pre-market

U.S. stock night trading volatility: Coherent Corp. fell nearly 4% in after-hours trading, raising market concerns over high valuations and capital expenditure pressures

Coherent Corp. Rocked by Major Insider Stock Move From Company Director