Materials and photonics company Coherent (NYSE:COHR) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 17.5% year on year to $1.69 billion. On top of that, next quarter’s revenue guidance ($1.77 billion at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $1.29 per share was 7% above analysts’ consensus estimates.
A number of stocks fell in the afternoon session after sentiment weakened following a surprisingly weak private payrolls report from ADP. According to the ADP National Employment Report, the U.S. private sector added only 22,000 jobs in January, falling significantly short of economists' estimates of 45,000 to 48,000. The slowdown was led by the manufacturing and the professional and business services sectors. The professional and business services category was particularly hard-hit, shedding 57,000 jobs, marking its most substantial monthly decline since mid-2025. This lackluster hiring data points to a potential cooling in the labor market, raising concerns for companies whose revenues are closely tied to employment levels and business spending.
In a move set to redefine the physical limits of artificial intelligence hardware, the United States and Japan have formalized a series of landmark agreements aimed at fortifying the semiconductor supply chain. At the heart of this alliance is a proposed $500 million synthetic diamond production facility in the U.S. and a comprehensive rare earth [...]
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
A number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies.
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 10.8% in the afternoon session after the company announced the launch of its Sapphire XT, a new compact and powerful visible laser platform. Based on its proven Optically Pumped Semiconductor (OPS) technology, the new product doubled the performance of prior models while cutting its size by more than 50%. The Sapphire XT was released as a one-box system with an integrated controller and a footprint comparable to a smartphone. The product launch occurred against a backdrop of solid business performance for the company, as its Data Center sales had also grown 23% year-over-year.
The stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
As of January 7, 2026, the global semiconductor industry has reached a critical inflection point. For decades, organic materials like Ajinomoto Build-up Film (ABF) served as the foundation for chip packaging, but the insatiable power and size requirements of modern Artificial Intelligence (AI) have finally pushed these materials to their physical limits. In a move [...]
As the calendar turns to 2026, the artificial intelligence industry has arrived at a pivotal architectural crossroads. For decades, the movement of data within computers has relied on the flow of electrons through copper wiring. However, as AI clusters scale toward the "million-GPU" milestone, the physical limits of electricity—long whispered about as the "Copper Wall"—have [...]
As of January 1, 2026, the artificial intelligence investment landscape has undergone a profound structural shift. The "GPU Gold Rush" that defined the 2023–2024 era—characterized by an insatiable and singular demand for chips from Nvidia (NASDAQ:NVDA)—has matured into a massive industrial build-out of the "AI nervous
As the calendar turns to 2026, the financial markets are bracing for a pivotal earnings season that will determine if the "AI infrastructure trade" still has room to run. At the center of this storm is Lumentum Holdings Inc. (NASDAQ: LITE), a company that has transformed from a niche optical
Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Expensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 3.8% in the afternoon session after Morgan Stanley raised its price target on the stock to $180 from $150.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
