Nvidia's $2B COHR Bet vs the Market's Selloff

Flash Stock Reports (Video) · Jul 2, 2026 · 11m

Coherent (COHR) stock analysis: NVIDIA's $2B bet triggers huge AI moat — buy or sell? 👉 Want this level of research on ANY COMPANY IN THE WORLD... for FREE? Check us out at: https://flash.stocksentinel.ai/?utm_source=rss_video&utm_medium=explainer_video&utm_campaign=freja_and_friends In this deep dive, we break down Coherent Corp (COHR) and its strategic transition to high-volume 6-inch Indium Phosphide wafers, supercharged by a $2.00 billion investment and purchase commitments from NVIDIA. With pro forma revenues up 27% YoY and non-GAAP gross margins expanding to 39.60%, the key question for…