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U.S. stock market opens higher for optical communication concept stocks overall, with AAOI and AXTI up more than 8% and MRVL slightly down 0.4%.

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Mars Finance News, June 10, according to market data, after the U.S. stock market opened, optical communications concept stocks generally turned green. Among them: Pure Photonics ETF FOTO rose 1.25%; Huang Renxun issued call-outs on Marvell Technology (MRVL), which fell 0.4%. Huang previously described it as the next trillion-dollar market-cap company. AAOI (Applied Optoelectronics) surged 8.6%. The company is a manufacturer of high-speed optical modules (800G/1.6T) and focuses on AI data center transceivers. LITE (Lumentum Holdings) rose 3.68%. The company is a core supplier of optical communication lasers and optical modules, a main vendor for AI data centers. COHR (Coherent Corp.) rose 0.17%. The company is a leading provider of lasers, optical components, and photonics solutions, covering both data center and industrial sectors. CIEN (Ciena Corporation) rose 0.04%. The company produces high-speed SerDes and connectivity chips and focuses on low-power interconnects for AI data centers. FN (Fabrinet) rose 0.97%. The company is a leading player in high-end optical module contract manufacturing and assembly, providing manufacturing services for multiple optical module companies. AXTI (AXT Inc.) surged 9.6%. The company is a supplier of optical chip materials (InP, GaAs substrates), providing key raw materials for AI optical modules. NOK (Nokia) fell 1.3%. As a telecom equipment giant, Nokia has in recent years made a strong push into optical networks and AI data center interconnects, and is an important extended player in the optical module and photonics concepts.
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