Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally

Impact · against what's priced in

Lumentum's blowout results and the potential FCC restrictions on Chinese transceivers act as a catalyst for the optical networking sector, signaling a structural shift toward AI-driven connectivity. While the news triggers a broad rally, the resulting stretched valuations increase the sector's vulnerability to hyperscaler capex volatility.

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