Coherent has transformed from a cyclical optical supplier to a strategic player in AI infrastructure, driving a structural valuation rerating. In Q3, the company reported a 27% increase in revenue and a 55% rise in earnings per share, with 75% of its business now linked to datacenters. Its ramp-up of 6-inch indium phosphide technology and broad positioning in the AI ecosystem support expectations of sustained high growth through fiscal years 2027 and 2028. While maintaining a buy rating, the analyst notes that execution against high growth and margin targets is the main risk going forward.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Sodexo has secured a major global contract to provide catering services across more than 130 Meta sites in over 30 countries. This large-scale partnership includes diverse locations such as headquarters, campuses, data centers, and conference centers...
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
Flight searches from the UK to destinations along the path of the August 12, 2026 solar eclipse have surged, with increases up to 201% for Spain's Cantabrian Coast and over 100% for Reykjavik, Iceland. This eclipse is notable as the first visible tot...
Solana (SOL) has gained about 30% from its June low, trading around $78 and surpassing its 50-day EMA. The token's upward momentum is supported by increased speculative trading and a new SuperTrend buy signal, the first since October 2025. However, i...
