Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom

Optical-networking stocks are rallying in midday trading as the AI infrastructure trade reasserts itself. The move reflects improved risk appetite and renewed sector positioning rather than any company-specific catalyst. The news is positive for the group, but likely modest in broader market impact.

Analysis

Optical-networking stocks are rallying in midday trading as the AI infrastructure trade reasserts itself. The move reflects improved risk appetite and renewed sector positioning rather than any company-specific catalyst. The news is positive for the group, but likely modest in broader market impact.