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Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
Key takeaways
- NVDA invested $2 billion in COHR, deepening a partnership on laser and optical networking products as AI infrastructure scales rapidly.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Optoelectronics didn t make the cut.
- Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself.
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom David Moadel Wed, June 10, 2026 at 10:08 PM GMT+7 4 min read AAOI NVDA LITE COHR Quick Read AAOI has surged 367% year to date while LITE posted record $808 million in revenue, both fueled by explosive AI datacenter demand.
NVDA invested $2 billion in COHR, deepening a partnership on laser and optical networking products as AI infrastructure scales rapidly.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Optoelectronics didn t make the cut. Grab the names FREE today.
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