24/7 Wall Street
28 May 2026, 17:40 UTC · 23w ago
Verdict
Headline leans bullish. We score COHR +0.90 across five claims.
Score confirms the headline.
Leans bullish
From its wording — no explicit rating
+0.90strongly bullish
What the story claims
5 claims · scored −1 bearish … +1 bullish
Nvidia has requested suppliers to increase indium phosphide (InP) laser capacity by 20x through 2030 to prevent networking bottlenecks in AI clusters.
More positive than 99% of claims this week
The InP optics market is projected to grow from $1.9 billion in 2025 to $22.75 billion by 2030.
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5 related stories
More positive than 95% of ticker scores this week
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More positive than 93% of claims this week
Rosenblatt Securities identifies Coherent and Lumentum as the primary beneficiaries due to manufacturing efficiencies and transceiver market share growth.
More positive than 76% of claims this week
Optical suppliers countered Nvidia's 20x request with a 12x increase, citing fears of overexpansion and past telecom boom-and-bust cycles.
More negative than 75% of claims this week
The industry is shifting toward co-packaged optics (CPO) to improve data speed and reduce power consumption as AI racks consume more electricity.
More positive than 63% of claims this week
Which stocks this story touches
More positive than 95% of ticker scores this week
Rosenblatt is most bullish on Coherent due to revenue acceleration and production improvements on six-inch wafers.
More positive than 95% of ticker scores this week
Rosenblatt is most bullish on Lumentum due to expected market share expansion and manufacturing efficiency gains.
More positive than 78% of ticker scores this week
The company is driving massive demand for optical networking to prevent AI bottlenecks, indicating strong future growth expectations.
More positive than 72% of ticker scores this week
Projected to reach significant capacity by 2030 as a major supplier for AI optics.
More negative than 79% of ticker scores this week
Rosenblatt is less enthusiastic, suggesting the stock's surge already prices in demand and warns of potential weakness in its 1.6T transceiver business.
More positive than 56% of ticker scores this week
Mentioned as a speculative play with potential upside but higher volatility as a substrate supplier.
More positive than 56% of ticker scores this week
Identified as a speculative name that could deliver large upside if AI spending continues.
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Finbold
2h ago
More positive than 78% of relationship scores this week
[a_to_b] Coherent is identified as a major supplier of optics/lasers for Nvidia's AI clusters.
More positive than 78% of relationship scores this week
[a_to_b] Lumentum is identified as a major supplier of optics/lasers for Nvidia's AI clusters.
−36.6%
Price is moving against the score
$241.16 vs $380.18 close before publication (May 27) · not market-adjusted
COHR chart →
