---
title: "Optical Communication Stocks Rally, Coherent Up 11%, Lumentum Up 9%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300709234.md"
description: "Optical communication stocks surge during regular trading. Coherent jumps 11%, Lumentum gains 9%, AAOI climbs 7% as AI data center demand drives optical module orders."
datetime: "2026-10-01T16:47:42.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300709234.md)
  - [en](https://longbridge.com/en/news/300709234.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300709234.md)
generator: "portal-rs"
---

# Optical Communication Stocks Rally, Coherent Up 11%, Lumentum Up 9%

Optical communication stocks rallied during regular trading on Thursday (October 1) as AI computing demand continues to spill over into the optical supply chain. Coherent (COHR.US) surged **11%** to $320.39, leading the sector with an intraday high of $320.70. Lumentum (LITE.US) climbed **9%** to $1,055.96, touching a session high of $1,078.04. AAO Inc (AAOI.US) rose **7%** to $105.80, while Axcelis (AXTI.US) gained **6%** to $82.09 and Corning (GLW.US) advanced **4%** to $159.47. Marvell (MRVL.US) edged up **1%** to $266.10, Nokia (NOK.US) rose **1%** to $10.29, and POET (POET.US) gained **2%** to $7.64.

On the news front, accelerating AI data center construction is driving surging demand for high-speed optical modules, with 800G and 1.6T module orders continuing to expand. Multiple sector names refreshed intraday highs, reflecting investor optimism about sustained industry 景气度. Among derivative products, 2x leveraged ETF LITX.US soared **17%** while inverse product LITZ.US plunged **17%**, demonstrating significant amplification effects.

## Sector constituents

| Name     | Ticker  | Last    | Change  |
| -------- | ------- | ------- | ------- |
| LITX     | LITX.US | 39.84   | +17.25% |
| AAOX     | AAOX.US | 10.38   | +13.20% |
| Coherent | COHR.US | 320.39  | +11.32% |
| Lumentum | LITE.US | 1055.96 | +8.72%  |
| AAO Inc  | AAOI.US | 105.80  | +6.59%  |
| Axcelis  | AXTI.US | 82.09   | +6.05%  |
| Corning  | GLW.US  | 159.47  | +3.71%  |
| POET     | POET.US | 7.64    | +2.14%  |
| Nokia    | NOK.US  | 10.29   | +1.48%  |
| MVLL     | MVLL.US | 36.24   | +1.26%  |
| Marvell  | MRVL.US | 266.10  | +0.72%  |
| LITZ     | LITZ.US | 19.93   | -17.29% |

### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [POET.US](https://longbridge.com/en/quote/POET.US.md)

## Related News & Research

- [Bernstein Reaffirms Their Hold Rating on Corning (GLW)](https://longbridge.com/en/news/301129424.md)
- [Applied Optoelectronics Stock Rises on Possible Continued Momentum as It Completes Share Sale](https://longbridge.com/en/news/301052429.md)
- [Applied Optoelectronic SVP, Asia GM Shu-Hua (Joshua) Yeh disposes of $720,180 in common shares](https://longbridge.com/en/news/301180938.md)
- [AI Data Center Interconnect Demand Surges: Which Optical Communication Stocks Benefit Most? 5 US Stocks to Watch](https://longbridge.com/en/news/300988508.md)
- [Lumentum announces speaker lineup at OCP Global Summit](https://longbridge.com/en/news/300911112.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**