These 6 stocks could be major winners of an upcoming optics ‘supercycle'

Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand for more efficient data-transfer methods.

Market Watch • Mar 7, 2026

Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing

Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval.

24/7 Wall Street • Mar 6, 2026

Coherent Announces General Availability of Industry's First Dual-Laser QSFP28-DCO for Single Fiber Transmission

SAXONBURG, Pa., March 06, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the general availability of the industry's first dual-laser QSFP28-DCO module designed to enable bi-directional 100G coherent transmission over a single working fiber.

GlobeNewsWire • Mar 6, 2026

Is Coherent's Deleveraging Plan Clearing the Runway for Growth?

COHR slashes debt via asset sales, cuts leverage to 1.7X and builds $899M cash, positioning the company to ramp capacity and chase surging datacenter demand.

Zacks Investment Research • Mar 6, 2026

Nvidia-Tied AI Stocks Vertiv, Lumentum, Coherent To Join S&P 500 Index

AI stocks Vertiv, Lumentum and Coherent, all with strong Nvidia ties, will join the S&P 500 before the open on March 23, along with EchoStar.

Investors Business Daily • Mar 6, 2026

S&P 500 changes are due out soon. These AI stocks could join the index.

Lumentum and Coherent have market caps of more than $40 billion, well above the threshold for S&P 500 inclusion.

Market Watch • Mar 6, 2026

Coherent Introduces Thermadite Liquid Cold Plates for High-Power Compute Applications

SAXONBURG, Pa., March 05, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced the launch of Thermadite™ 800 Liquid Cold Plates (LCP) for next-generation AI accelerator cooling.

GlobeNewsWire • Mar 5, 2026

Coherent Surges 325% in a Year: How Should Investors Play the Stock?

The COHR stock has soared more than 320% in a year as AI-driven data center demand boosts transceivers, while strong earnings forecasts and liquidity fuel investor optimism.

Zacks Investment Research • Mar 5, 2026

Why Are Shares of These 2 Optics Tech Companies Soaring?

Lumentum and Coherent make advanced optics technologies critical to AI networks. Right now, there's a shortage of the laser components that these companies make.

The Motley Fool • Mar 5, 2026

Coherent Corp. (COHR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Coherent Corp. (COHR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha • Mar 4, 2026