Optical communication stocks surged during regular trading Wednesday as AI data center construction accelerates demand for high-speed optical modules. AXTI(AXTI.US) climbed 10.45% to $63.73, leading the sector with an intraday high of $65.48. LITE(LITE.US) gained 8.43% to $909.69, touching a session high of $914.62. COHR(COHR.US) rose 6.19% to $287.96, with an intraday peak of $293.25. MRVL(MRVL.US) advanced 3.90% to $230.35, NOK(NOK.US) added 3.00% to $10.14, AAOI(AAOI.US) gained 2.71% to $97.87, POET(POET.US) edged up 1.83% to $7.34, and GLW(GLW.US) rose 1.51% to $145.74.
The rally reflects surging orders for 800G and 1.6T optical modules as hyperscalers expand AI infrastructure. Leveraged ETFs amplified the move, with LITX(LITX.US) soaring 16.95% and MVLL(MVLL.US) gaining 7.80%. AAOX(AAOX.US) climbed 5.27%, while inverse ETF LITZ(LITZ.US) plummeted 16.74% to $7.04.
Sector constituents
| Name | Ticker | Last | Change |
|---|---|---|---|
| LITX | LITX.US | 30.15 | +16.95% |
| AXTI | AXTI.US | 63.73 | +10.45% |
| LITE | LITE.US | 909.69 | +8.43% |
| MVLL | MVLL.US | 27.63 | +7.80% |
| COHR | COHR.US | 287.96 | +6.19% |
| AAOX | AAOX.US | 9.10 | +5.27% |
| MRVL | MRVL.US | 230.35 | +3.90% |
| NOK | NOK.US | 10.14 | +3.00% |
| AAOI | AAOI.US | 97.87 | +2.71% |
| POET | POET.US | 7.34 | +1.83% |
| GLW | GLW.US | 145.74 | +1.51% |
| LITZ | LITZ.US | 7.04 | -16.74% |