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Ciena just bounced hard off a brutal month-long selloff, but Corning is barely moving while the broader market sits in the red. The divergence inside the optics sector points to something more specific than a simple reversal.
A surprise equity filing sent Corning to the bottom of the S&P 500 and pulled the entire AI optical sector down with it, raising a pointed question about whether a stock that surged 67% this year just flashed a warning sign for the broader hyperscaler buildout trade.
Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.
Wupen Yuen executed this sale under a Rule 10b5-1 plan adopted in May, signaling routine portfolio management rather than concern about company fundamentals.
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
The Nasdaq Composite dipped 0.3%. It comes down to the “usual suspects,” notes Joe Mazzola, head trading and derivatives strategist at Charles Schwab: oil, Treasuries, and tariffs. Reports that Yemen’s Houthis attacked Saudi Arabian oil facilities caused oil prices to spike today.
Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology Memory names Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.
Its deepest decline across its full price history runs well past anything a catalogued market shock produced, and the next test sits inside a production ramp the company says is bounded by capacity and parts.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's biggest winners.
The manufacturer of optical and photonic components for AI reported a notable insider sale as shares have soared over the past year.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.
Lumentum Holdings (LITE) has just been removed from several Russell equity benchmarks, including the Russell 2500, Russell 2500 Growth and Value, Russell Midcap Value and multiple Russell 3000 Value indices. See our latest analysis for Lumentum Holdings. The index removals coincide with short term pressure on Lumentum Holdings, with the share price down 4.42% over the last day and 19.08% over the past month. However, the year to date share price return of 81.01% sits alongside a very large 1...
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
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