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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
Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally

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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-0.15

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COHR-0.35

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