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Stock impact report

Nomura Mid Cap Growth Fund Q4 2025 Commentary [Seeking Alpha]

Coherent Corp. (COHR) 
Last coherent corp. earnings: 2/5 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
Labor markets weakened, with the unemployment rate rising to a four-year high in November, alongside a wave of high-profile layoffs across technology and consumer-oriented companies. Healthcare emerged as a top-performing sector late in the quarter, particularly within pharmaceuticals. PM Images/DigitalVision via Getty Images Market Review US equity markets rose in 4Q2025 amid a complex mix of AI-driven growth optimism and rising concerns around profitability, spending, and macroeconomic uncertainty. While enthusiasm around AI investment remained a defining theme, investor scrutiny increased as This article was written by Quick Insights Outperformance was primarily due to positive sector allocation, especially in information technology, and strong contributions from holdings like Coherent Corp. The Fund maintains overweight positions in IT, healthcare, and industrials, focusing on companies with durable advantages, resilient margins, and strong balance sheets to navig Show less Read more
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