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The latest Coherent news, : Google’s cash burn drags down AI optics suppliers by 10-15%.

2 stories mentioning Coherent since 28 October 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.

  1. Hardware & Compute new

    Google’s cash burn drags down AI optics suppliers by 10-15%

    Google’s $9.1 billion quarterly cash burn—double analyst expectations—sent shockwaves through AI optics suppliers this week. Applied Optoelectronics, Coherent, Lumentum, and Marvell all saw their stocks tumble 10% to…

    1 source
    247wallst.com
  2. Business & Funding new

    Marvell reportedly in talks to buy Lumentum for $83 billion

    Marvell Technology is in advanced talks to acquire Lumentum Holdings, a maker of optical components for AI data centers, for about $83 billion, Bloomberg News reported on October 28. The deal would combine custom…

    3 sources
    fool.com247wallst.comfinance.yahoo.com

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As of 30 October 2026: Google’s cash burn drags down AI optics suppliers by 10-15%. Google’s $9.1 billion quarterly cash burn—double analyst expectations—sent shockwaves through AI optics suppliers this week.

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