Tower Semiconductor (TSEM) Is Up 31.2% After Expanding Its AI Data Center Chip Portfolio [Yahoo! Finance]
Coherent Corp. (COHR)
Last coherent corp. earnings: 2/5 04:05 pm
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US:NASDAQ Investor Relations:
coherent.com/company/investors/investor-relations
Company Research
Source: Yahoo! Finance
with Coherent Corp., a new Gen3 BCD power platform for AI data centers, and an AI networking partnership with Oriole Networks, all showcased at OFC 2026 and APEC 2026. Together, these developments suggest Tower is widening its role in AI infrastructure, moving from optical interconnects into both ultra-low-latency networking and efficient processor power delivery. We'll now examine how this push into 400 Gbps silicon photonics for next-generation AI data center interconnects could reshape Tower Semiconductor's investment narrative. Invest in the nuclear renaissance through our list of 89 elite nuclear energy infrastructure plays powering the global AI revolution. Tower Semiconductor Investment Narrative Recap Tower Semiconductor's story today is about whether its focused bet on silicon photonics and power management can justify a rich valuation, given high CapEx and niche exposure. The latest photonics and power announcements support the near term AI infrastructure catalyst,
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COHR
News
- Coherent (COHR) Climbs 6.78% on S&P 500 Addition [Yahoo! Finance]Yahoo! Finance
- Coherent Demonstrates InP Technology Innovation With a Broad Range of Products [Yahoo! Finance]Yahoo! Finance
- Coherent Demonstrates InP Technology Innovation With a Broad Range of ProductsGlobeNewswire
- Coherent to Unveil Breakthrough AI-Scale Optical Innovations and Industry Leadership at OFC 2026GlobeNewswire
- Coherent Demonstrates Multiple Co-Packaged Optics (CPO) Technologies at OFC 2026 [Yahoo! Finance]Yahoo! Finance
COHR
Earnings
- 2/4/26 - Beat
COHR
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/18/26 - Form 4
- 3/17/26 - Form 144
- COHR's page on the SEC website