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Applied Optoelectronics, Lumentum, and Coherent rally sharply (13-24%), driven by AI datacenter interconnect demand.
Optics suppliers are critical bottlenecks for high-speed datacenter networking; supply-chain strength indicates infrastructure expansion confidence.
Trade pressSlicast · May 11, 2026 22:00 · Global · Source: 247wallst.com
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Image / Slicast · Source: 247wallst.com
Applied Optoelectronics, Lumentum, and Coherent rally sharply (13-24%), driven by AI datacenter interconnect demand.
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