US Stock Market Movement | Optical Communication Concept Stocks Mostly Fall, Applied Optoelectronics (AAOI.US) Down Over 5%
On Thursday, optical communication concept stocks fell across the board, with Applied Optoelectronics (AAOI.US) down more than 5%.
According to Golden Ten Data, on Thursday, optical communication concept stocks mostly declined. Applied Optoelectronics (AAOI.US) fell over 5%, Coherent (COHR.US) dropped 4%, POET Technologies (POET.US) and Corning (GLW.US) each fell over 3%, Marvell Technology (MRVL.US) and Nokia (NOK.US) nearly dropped 3%, Lumentum (LITE.US) slipped over 2%, and Credo Technology (CRDO.US) fell over 1%.
In terms of news, according to institutional estimates, from 2026 to 2028, data centers in the United States will face a net power shortage of 32GW. The power shortage in data centers may limit the expansion of the supply chain for ASICs, storage, and optical modules, suppressing the expected growth in capacity for the optical communication industry.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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