Optics Stocks Surge on Strong Datacenter Demand, AI Capex Flows
Coherent, Lumentum, and Applied Optoelectronics rally as hyperscalers boost spending on optical networking infrastructure. Coherent, Lumentum, and Applied Optoelectronics shares jumped midday Tuesday, led by Coherent’s 16% gain to $422 and Lumentum’s 13% climb above $1,000