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Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally
Source: 247wallst.com
Artificial IntelligenceTechnology & InnovationAnalyst InsightsMarket Technicals & Flows

Optics and photonics stocks are extending a rebound as analysts describe optics as a potential choke point in AI expansion, but Coherent (COHR) is not participating in the move. The article provides no numerical performance data or explanation for Coherent’s relative lag.
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mildly negative
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