YahooOctober 1, 2026 at 3:18 PM NY26 Days Ago
Meet AI’s New “Structural Winners”: Coherent Soars 11%, Lumentum Up 8%
Key TakeawaysLumentum shares rose about 8% and Coherent about 11% after Bernstein started coverage of both at Outperform. Bernstein said networking and optical suppliers could be “structural winners” within AI infrastructure.
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