On June 10, COHERENT rose 3.81% in regular trading, trading at $372.51/share, with trading volume of $4.48 billion. The rebound follows consecutive sharp declines triggered by a bearish research report from SemiAnalysis.

On the news front, NVIDIA network senior vice president Gilad Shainer publicly refuted SemiAnalysis's bearish assessment at the Taipei GTC/Computex event, explicitly stating that the H2 CPO product delivery plan faces no delays. NVIDIA's Spectrum-X Ethernet CPO switches will proceed with volume production and customer ramp as originally planned. NVIDIA further clarified that 2026 H2 targets small-batch deployment for leading hyperscale customers, with steady expansion into 2027, dismissing claims of a complete standstill.

The rebound comes after COHERENT plunged over 11% on June 9 following SemiAnalysis's report claiming CPO mass commercialization would be pushed back to 2028-2029 due to low optical engine yield, high co-packaging complexity, and unfavorable cost economics. Sector peer Corning rose 2.26% on the same day, providing broader sector support. NVIDIA's $2 billion strategic investment agreement remains in execution, and the company's 1.6T optical transceiver demand continues to surge.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)