Featured · Chips
Coherent fell 28% on CoreWeave's debt scare, not its order book: AI lasers sold out through 2027
The pullback priced a debt scare at CoreWeave and its fellow AI renters into optical suppliers whose laser capacity is booked years ahead. Bernstein models Coherent's November 4 report at $2.4 billion of revenue, above consensus; the print decides which risk is real.
· 3 min read






