Applied Optoelectronics – Preparing for Success at 800GHyperscale capex – win or go homeCoherent: Expanding capacity for datacom and entering the CPO marketLumentum: Setting all the recordsFabrinet points up and to the right for opticalNokia optical grows 17% led by former InfineraViavi thinks DCI fiber quality is generally #$%@Celestica not seeing mass adoption of CPOAmphenol getting Hyperscaler cash up frontCorning carrier business +15%, big Meta winSanmina kicks off earnings with good news and a great forecastCiena reports a record quarter and lifts 2026 guidance on AI demand Download Report Clients login to access Purchase Report Clients log in to access full report
