Apple's (NASDAQ: AAPL) shares experienced a significant surge following the company's announcement of an additional $100 billion investment in U.S. manufacturing over the next four years. This monumental commitment, bringing Apple's total U.S. investment to $600 billion, was unveiled by President Donald Trump on August 6, 2025, with
Apple's $100 billion U.S. manufacturing investment will focus on components, not iPhone assembly, helping preserve profit margins and avoid price hikes, according to Gene Munster.
Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
The AI revolution is booming with tech giants like Meta, Microsoft, and Google investing $240 billion in AI infrastructure, signaling its growth potential. This also benefits hardware and infrastructure companies like Amphenol, Arista, and Lumentum.
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 3.1% in the morning session after the company inaugurated a new $127 million high-tech manufacturing plant in Vietnam. The U.S.-based semiconductor materials and components firm opened its new facility in the Nhon Trach Industrial Park in Dong Nai province. This move marked a significant step in Coherent's global growth strategy and demonstrated increasing confidence in Vietnam's investment potential. The expansion underscored the company's efforts to scale its operations and meet growing demand. Adding to the positive sentiment, analysts noted strong earnings expectations for the company's upcoming report.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Over the last six months, Coherent’s shares have sunk to $87.98, producing a disappointing 6.1% loss - a stark contrast to the S&P 500’s 5.3% gain. This might have investors contemplating their next move.
BofA analyst favors 5 SMid cap names in semiconductor sector for strong growth, EPS leverage, and TAM expansion, raises price forecasts for MTSI, NVMI.
COHERENT CORP (NYSE:COHR) shows strong technicals with a high-quality breakout setup, supported by bullish trends, consolidation, and institutional interest. A breakout above $82.30 could present a trading opportunity.
J.P. Morgan analyst sees brighter outlook for Coherent Corp and Lumentum Holdings Inc as optics sector overcomes key challenges, raises price forecasts.
Materials and photonics company Coherent (NYSE:COHR) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 23.9% year on year to $1.5 billion. Guidance for next quarter’s revenue was better than expected at $1.5 billion at the midpoint, 2% above analysts’ estimates. Its non-GAAP profit of $0.91 per share was 6.2% above analysts’ consensus estimates.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
