#ai-data-center-capex

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#optical-networking #800g-transceivers #hyperscale-connectivity #semiconductoroptical-components #sp-500
Tech industry
from24/7 Wall St.
1 day ago

Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Optical networking stocks surged together on renewed AI data center capex optimism, led by Applied Optoelectronics with strong 800G transceiver demand.
Business
fromFortune
4 months ago

Tech companies may only get half the profit they need to justify their AI investment, Goldman warns | Fortune

Continued AI data-center capex should drive U.S. equity gains in 2026, but slowing capex growth will prompt rotations among big tech, creating two-way index risk.
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