Optical communication stocks rallied during regular trading on Friday (September 4), with mainstream names posting broad-based gains. AXTI(AXTI.US) climbed 4.64% to $58.81, leading the sector after touching an intraday high of $59.37, up 5.64%. COHR(COHR.US) surged 4.32% to $275.84, reaching a session high of $276.69. GLW(GLW.US) advanced 3.29% to $150.81, while AAOI(AAOI.US) gained 3.00% to $103.39. LITE(LITE.US) rose 1.27% to $858.12, MRVL(MRVL.US) added 2.34% to $213.73, NOK(NOK.US) climbed 2.37% to $10.00, and POET(POET.US) edged up 2.32% to $7.50.

The optical communication sector continued its recent momentum as AI computing demand spills over into optical modules and fiber optic communications, lifting the entire supply chain. Among derivative ETFs, AAOX(AAOX.US) surged 6.94% showing significant leverage effect, MVLL(MVLL.US) gained 4.93%, and LITX(LITX.US) rose 3.34%, while LITZ(LITZ.US) declined 3.00% to $8.73.