---
title: "Optical Communication Stocks Fall, AAOI Down 11%, Marvell Down 7%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292809190.md"
description: "Optical stocks fell broadly. AAOI down 11%, Marvell and Lumentum each down 7%. AI-driven rally meets profit-taking pressure."
datetime: "2026-07-15T19:47:56.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292809190.md)
  - [en](https://longbridge.com/en/news/292809190.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292809190.md)
---

# Optical Communication Stocks Fall, AAOI Down 11%, Marvell Down 7%

Optical communication stocks tumbled during regular trading on Wednesday (July 15), with major names across the sector posting significant declines. AAOI (AAOI.US) led the downturn, falling **11%** to $111.16 and hitting an intraday low of $106.10. Marvell (MRVL.US) dropped **7%** to $206.22, while Lumentum (LITE.US) declined **7%** to $755.93. Axcelis Technologies (AXTI.US) slipped **7%** to $53.61, Corning (GLW.US) fell **7%** to $175.33, and Coherent (COHR.US) decreased **4%** to $298.53. Nokia (NOK.US) lost **4%** to $11.20, and POET (POET.US) dropped **4%** to $8.42. Among derivative ETFs, AAOX plunged over 22%, MVLL fell nearly 15%, LITX dropped more than 14%, while LITZ bucked the trend with a nearly 15% gain.

On the trading front, the optical communication sector faced broad profit-taking pressure. Earlier rallies driven by AI infrastructure demand had pushed optical module concepts to elevated levels, leaving the sector vulnerable to a pullback. Today's market sentiment turned cautious as capital rotated out of high-flying technology names. Analysts note that while the long-term investment thesis for AI infrastructure remains intact, near-term valuation concerns prompted investors to lock in gains.

### 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)

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