AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions
The article reports that AI-driven earnings and Wall Street EPS revisions continue to climb amid rising demand for AI infrastructure. It cites McKinsey projecting the semiconductor market could grow to $2.3 trillion by 2030, with S&P 500 tech sector earnings expected to rise 64% year-over-year in Q3 2026, led by AI buildout industries.
Why it matters — As a company tied to the AI infrastructure buildout, Coherent Corp. would operate in the rising-demand environment and strengthening earnings expectations described in the article.