Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%24/7 Wall Street • 10/30/26
LITE's Transceivers Gain From AI Infrastructure Demand: What's Ahead?Zacks Investment Research • 10/29/26
Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%24/7 Wall Street • 10/29/26
Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.Market Watch • 10/29/26
Marvell's Lumentum Bid Is a Bet That Light, Not Copper, Wins the AI Data Center24/7 Wall Street • 10/29/26
Not Nvidia. Not AMD. This Is the Best Artificial Intelligence (AI) Stock to Buy in NovemberThe Motley Fool • 10/29/26
Lumentum Shares Jump 135% YTD: Can AI Momentum Sustain the Rally?Zacks Investment Research • 10/28/26
Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally24/7 Wall Street • 10/28/26
NVT vs. LITE: Which AI Infrastructure Stock Has an Edge Right Now?Zacks Investment Research • 10/27/26