Shay Boloor(@StockSavvyShay):Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

2026.09.08 18:23

Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.