U.S. stocks in the optical communication sector saw several individual stocks rise sharply, with Lumentum up over 12%.

On Wednesday, several stocks in the optical communication sector saw significant increases: Applied Optoelectronics rose by over 14%, Lumentum rose by over 12%, Coherent rose by over 7%, and Corning rose by over 3%. In terms of news, the OFC 2026 conference focused on releasing signals of AI infrastructure demand, with Applied Optoelectronics, Lumentum, and Coherent showcasing new products.