Coherent vs. AppLovin: Which AI Growth Stock is Better Positioned?

Coherent's AI infrastructure demand, rising bookings and strong liquidity give COHR an edge over APP's premium valuation.

Zacks Investment Research • a day ago

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

Keith Kaplan, CEO of TradeSmith, has spent recent months mapping what he calls the "choke points" of the AI build-out—the physical bottlenecks where trillion-dollar demand is running into a world that can't supply fast enough. His argument: the largest fortunes of this AI cycle won't go to the visible players.

MarketBeat • May 26, 2026

Ciena vs. Coherent: Which Optical Networking Stock is the Better Bet?

CIEN posts record $1.43B Q1 and $7B backlog while COHR ramps 800G/1.6T and CPO with NVIDIA.

Zacks Investment Research • May 26, 2026

AXT vs. Coherent: Which Photonics Chip Supplier Is the Better Buy?

AXTI is gaining momentum in AI photonics as record backlog, rising indium phosphide demand and capacity growth fuel its early-cycle story.

Zacks Investment Research • May 26, 2026

Coherent's AI Infrastructure Positioning Has Changed The Valuation Debate

Coherent has transitioned from a cyclical optical supplier to a strategic AI infrastructure enabler, supporting a structural rerating in valuation. Q3 revenue grew 27% and EPS 55%, with datacenter exposure rising to 75% and strong backlog visibility extending into 2028 and beyond. COHR's 6-inch indium phosphide ramp and broad AI ecosystem positioning underpin confidence in sustained high growth through FY2027 and FY2028.

Seeking Alpha • May 23, 2026

Nvidia Just Opened A $1.9 Billion Position In A Critical AI Supplier

Investors know Nvidia Corp.(NASDAQ:NVDA) as a GPU supplier powering the artificial intelligence boom. But the chip giant's latest portfolio disclosure suggests CEO Jensen Huang may be placing a significant bet on another part of the AI stack: the infrastructure that moves data between those chips.

Benzinga • May 21, 2026

As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure

The eye-catching performance of some of the world's largest stocks has led to them becoming fixtures in investors' portfolios. Whether that exposure comes via market-cap-weighted funds or direct ownership, the stocks' collective gains have overshadowed the roughly 2,500 other U.S.-listed stocks that do not meet the criteria for inclusion in the S&P 500.

MarketBeat • May 21, 2026

CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?

Credo is betting big on AEC adoption, new product families and a $750M DustPhotonics deal - while Coherent scales transceivers and OCS.

Zacks Investment Research • May 21, 2026

Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world's largest company.

24/7 Wall Street • May 20, 2026

Why Coherent's Rally May Continue Higher

Coherent Corp.'s Q3 FY2026 revenue rose 21% YoY to $1.81B while EPS surged 55% as margins expanded toward 39.6%. COHR management expects FY2027 growth exceeding FY2026 despite consensus already projecting revenue growth from $7.05B to $9.45B. Coherent plans for 4x indium phosphide capacity expansion through 2027, materially improving optical supply availability and production economics.

Seeking Alpha • May 19, 2026