Did AI Funding Delays Just Shift Coherent's (COHR) Investment Narrative?

Coherent recently faced questions about how customers will fund large AI infrastructure projects, which is affecting the timing of some deployments and orders for its optical components. Despite these funding and timing pressures, demand tied to AI datacenters has influenced revenue and margins, and some institutional investors have been willing to increase exposure to Coherent. We will now explore how Coherent's investment narrative could shift in light of AI demand strength, alongside...