COHH is trading at $5.86, up 5.59%; renewed AI-chip optimism is a possible tailwind, not a confirmed catalyst. - Micron reported fiscal Q4 revenue of $54.23 billion and adjusted EPS of $33.42, both above estimates, with stronger-than-expected Q1 guidance. - Q2 GDP was revised up to 2.2%, while the 10-year Treasury yield reached 5.33%, potentially weighing on growth stocks. - Available reporting does not establish a direct COHH catalyst; an AI-infrastructure and related-photonics sentiment lift is plausible, not confirmed.