On Monday (June 15), US optical communication stocks rallied broadly during trading, resonating with the broader semiconductor sector rally. AXT (AXTI.US) jumped 16.59% to $113.30 leading the sector, intraday high +17.18% at $113.88; Applied Optoelectronics (AAOI.US) rose 7.52% to $181.76, intraday high +10.67% at $187.09; Marvell Technology (MRVL.US) gained 5.06% to $293.85, intraday high +8.12% at $302.40, holding above $300.Coherent (COHR.US) rose 4.27% to $401.48, with intraday high of +9.23% at $420.57 before some pullback; POET Technologies (POET.US) up 4.95% to $13.15; Corning (GLW.US) up 4.14% to $186.62; Lumentum (LITE.US) up 2.54% to $945.00, with intraday high of +8.35% at $998.50 before pulling back below the open.Only Nokia (NOK.US) edged down 0.95% to $14.66, diverging from the sector trend.Leveraged ETF amplification was significant — Marvell 2x bull ETF (MVLL.US) rose 10.50% to $177.85, intraday high +15.78%; AAOI derivative AAOX.US up 14.37% to $51.56, intraday high +20.74%, with single-day amplitude of ~12% reflecting strong leveraged-fund inflows.The rally reflects the &#34;AI compute upgrade cycle driving demand for optical modules/components&#34; narrative — the market is repricing high-speed optical interconnect demand for Nvidia's next-gen Rubin AI racks. Marvell continues to benefit from the &#34;Trainium supply chain re-rating&#34; narrative plus NVDA's $2 billion investment and AMD's strategic stake. AXT, as a III-V semiconductor materials supplier, benefits from upstream optical component re-rating. AAOI, Coherent, Lumentum, POET benefit from AI data center high-bandwidth optical interconnect adoption. Corning, as a fiber leader, benefits from global AI data center expansion driving high-speed fiber demand. Nokia was relatively restrained as profit-taking emerged after its previous run-up on AI network strategy + Nordic index strength.

AAOI

COHR

AXTI

Optical communication stocks rally broadly. AXT (AXTI.US) up 16% leading, Marvell up 5% (2x ETF MVLL up 10%), AAOI up 7% (derivative AAOX up 14%), Coherent up 4%, POET up 5%. AI compute demand spills over to optical modules/components, resonating with semiconductor sector.

Movers Alert

Applied Optoelectronics

Coherent Corp.

POET Tech

Marvell Tech

GraniteShares 2x Long MRVL Daily ETF

Tradr 2X Long AAOI Daily ETF

Tradr 2X Long COHR Daily ETF

T-REX 2X Long AXTI Daily Target ETF

Tradr 2X Long AXTI Daily ETF

Defiance Daily Target 2X Long POET ETF

Direxion Daily MRVL Bull 2X ETF

Corning

Lumentum

Nokia Oyj

NVIDIA

NVIDIA Corporation

Optical Communication Stocks Rally, AXT (AXTI.US) Up 16%, AAOI Up 7%, Marvell Up 5%