U.S. stocks2026-10-01 14:19:40U.S. optical communications stocks climb intraday, with Lumentum and Coherent up more than 5%U.S. optical communications stocks moved higher during intraday trading, according to data from MSX.COM. Lumentum and Coherent each rose more than 5%, leading the group. Tower Semiconductor and AXT were up more than 4%, while Applied Optoelectronics (AAOI) and Credo gained more than 3%. The move was reported by Odaily in a market analysis newsflash. No additional details on the drivers behind the gains were provided in the source.20
AI data cente2026-09-14 03:45:21Mizuho says CW laser demand in AI interconnects is set to surge, with Lumentum seen outpacing Coherent on marginsMizuho’s latest report points to a major shift in the optical interconnect market for AI data centers as silicon photonics pluggables and co-packaged optics move closer to deployment. The firm expects global continuous-wave, or CW, laser capacity to rise from about 83 million units in 2025 to roughly 427 million by 2029, a more than fivefold increase. It breaks that growth into two stages: first, volume ramp in 1.6T and 3.2T silicon photonics pluggable modules, then early commercialization of NPO and CPO architectures between 2027 and 2029 if packaging yields improve on schedule. Mizuho argues that Lumentum holds a stronger margin profile than Coherent because it is centered on higher-value laser chip manufacturing and relies fully on internally produced laser chips. Coherent, by contrast, remains more exposed to transceiver assembly and still sources some laser chips externally for flagship products. The report also highlights Broadcom’s position in ultra-high-power CW lasers, the market share held by Chinese suppliers SELI and Yuanjie in standard low-power CW products, and manufacturing roles for Applied Optoelectronics and Fabrinet as the supply chain expands.1190
US stocks2026-09-11 13:55:03Optical communications stocks open higher in U.S. trading, with MRVL, AAOI and COHR up more than 3%Optical communications names posted broad gains at the start of the U.S. trading session on Sept. 11, according to market data from BIT (bit.com). The Purely Photonics ETF, FOTO, rose 2.82%, while Marvell Technology (MRVL) gained 3.75% and Applied Optoelectronics (AAOI) advanced 3.67%. Coherent Corp. (COHR) climbed 3.56%, Ciena Corporation (CIEN) added 3.69%, and AXT Inc. (AXTI) rose 3.89%. Other stocks in the group also moved higher, including Lumentum Holdings (LITE), up 1.51%, Fabrinet (FN), up 2.30%, and Nokia (NOK), up 2.50%. The move pointed to broad early-session strength across optical communications-related equities.1030
Gate ETF2026-09-09 08:58:40Gate ETF to List Eight 3x Leveraged Products, Launches 60,000 USDT Trading CampaignGate ETF said it will list eight new 3x leveraged products at 16:00 on Sept. 9 (UTC+8), according to an official announcement. The lineup includes MINIMAX3L/USDT, MINIMAX3S/USDT, CRWV3L/USDT, CRWV3S/USDT, AAOI3L/USDT, AAOI3S/USDT, KORU3L/USDT and KORU3S/USDT. These products offer 3x long or short exposure to MiniMax, CoreWeave, Applied Optoelectronics (AAOI) and the Direxion Daily MSCI South Korea Bull 3X Shares ETF, KORU. Gate ETF also said it currently supports trading for 420 tokens. Alongside the listings, the platform has opened a trading challenge tied to the new products. Users who trade the newly listed 3x ETFs can share a total reward pool of 60,000 USDT. The campaign includes a 10 USDT ETF fee rebate voucher for the first 1,000 users whose first trade reaches at least 200 USDT, daily check-in rewards for users with at least 1,000 USDT in daily trading volume, a cumulative reward pool of up to 30,000 USDT based on overall trading milestones, and a referral pool totaling 10,000 USDT.850
GoPro2026-09-01 14:20:21GoPro Surges Over 80% on Plan to Merge With Starman Optical for AI Optical ModulesOn September 1, Serenity announced via a social media post that GoPro ($GPRO) plans to merge with photonics firm Starman Optical to enter the 800G/1.6T optical module market for AI data centers. The news drove GoPro's share price up by more than 80%. Serenity, as reported by BlockBeats, said the move caught it off guard, noting that 'GoPro competing with AAOI was absolutely not on my radar.' The leap from action cameras to AI data center optical communications is surprising, Serenity said, and the market's reaction to the transformation plan has been strong. The post, published on September 1, 2026, underscores the unexpected crossover between consumer electronics and AI infrastructure. GoPro's stock surge followed the announcement, which pairs the company with Starman Optical in a bid to challenge AAOI in high-speed optical modules used in AI data centers.880
AAOI2026-08-24 11:20:11Serenity stays bullish on AAOI but criticizes timing of $600 million ATM offeringSerenity said it remains bullish on Applied Optoelectronics (AAOI), citing tight capacity and strong demand visibility. At the same time, it criticized AAOI’s use of an ATM equity sale, arguing that the roughly $600 million raise should have waited until 1.6T optical module qualification was completed, expected in the coming weeks, or been structured as convertible debt priced above market. AAOI’s second-quarter revenue rose 86% year over year and beat estimates, but third-quarter guidance was weak, and the ATM has added to concerns about near-term valuation and liquidity.1420
US premarket2026-08-24 08:20:27US premarket chip, memory and optical networking stocks slip, with AAOI down more than 11%US stocks tied to semiconductors, memory and optical communications moved lower in Monday premarket trading on Aug. 24, according to market data from BIT (bit.com). Chip names broadly posted modest losses, including Lam Research (LRCX), Intel (INTC), Applied Materials (AMAT), and Arm (ARM). Memory-related stocks also traded lower, with SK Hynix (SKHY), Micron Technology (MU), Western Digital (WDC), SanDisk (SNDK), and Seagate Technology (STX) all in the red. Optical communications names saw some of the steeper declines in the group. Astera Labs (ALAB), Coherent (COHR), Credo (CRDO), and Lumentum (LITE) each fell, while Applied Optoelectronics (AAOI) dropped 11.66%, the largest decline among the stocks listed in the report.1260
Optics2026-08-20 07:08:07Rosenblatt says CPO demand visibility extends to 2028, reiterates Buy on Lumentum, Coherent and AAOIRosenblatt said in an August 19 optical industry report that supply, not demand, remains the main constraint across the sector, with order visibility now stretching to 2028. The note was based on first-hand interviews conducted at the firm’s Age of AI Technology Summit and focused on Lumentum, Coherent and Applied Optoelectronics, while reiterating Buy ratings on all three names. The firm argued that as AI server architecture shifts from scale-out to scale-up, optical components are entering the next major growth cycle, with scale-up optics emerging as the key variable to watch. Rosenblatt also said no vendor had indicated delays to CPO or NPO deployment schedules, while spot prices for 100G and 200G EML and CW lasers had moved from high-single-digit increases to low-double-digit percentage gains. On competition, the report said Chinese laser suppliers can expand capacity quickly but still trail market leaders by roughly two generations in high-end CPO and NPO lasers. It added that U.S. suppliers retain their strongest advantage in ultra-high-power and long-reach CPO laser segments, even as lasers used in China-made 1.6T silicon photonics transceivers could become competitive within the next 18 months.2070
