Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers
Why now
Thesis: Optical strength suggests AI data-center demand broadening, countering slowdown fears.
Catalyst to watch: AI data-center demand trends.
Main risk: Spending slowdown fears materialize.
Why it matters
Optical component strength suggests AI data-center demand is broadening down the supply chain, countering spending-slowdown fears.
Details
Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.
Sources
- marketwatch · 2026-09-16 20:52 UTC