Applied Optoelectronics jumped 7%, Lumentum climbed 5%, and Coherent rose 2% as optical-networking stocks rallied on AI datacenter demand. AAOI is up 416% year to date, LITE gained 139%, and COHR climbed 101%. NVDA invested $2 billion in COHR, deepening a laser and optical networking partnership.
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Why Marvell Stock Popped Today