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Optical and photonics products are in tremendous demand for serving global cloud and artificial intelligence (AI)/machine learning (ML) infrastructure. Large AI models require millions of graphical processing units (GPUs) working in tandem.

As a result, the ecosystem witnesses massive growth in data throughput (as high as 400 Gbps and 800 Gbps). The traditional copper wiring is unable to carry these extremely high-speed data packets properly, as it generates excessive heat slowing down the entire AI compute clusters.

The photonics technology solves this problem transmitting data at the speed of light through fiber optic network. Photonics enables high-speed, low-latency, and energy-efficient data transfer without overheating.

Here, we recommend investors keep a close watch on five photonics developers that have skyrocketed year to date. Industry-leading products of these companies and the unstoppable growth of AI-powered data centers make these stocks attractive investment opportunities for the long term.

These are: Corning Inc. GLW, Lumentum Holdings Inc. LITE, Coherent Corp. COHR, MACOM Technology Solutions Holdings Inc. MTSI and Marvell Technology Inc. MRVL.

The chart below shows the price performance of our five picks year to date.Zacks Investment Research

Image Source: Zacks Investment Research

Corning Inc.

Corning continues to strengthen its competitive position through innovation across optical connectivity, advanced glass and semiconductor applications. GLW recently launched Gorilla Glass Ceramic 3 and continues to see opportunities for advanced optics products tied to AI-driven data center build-outs and semiconductor manufacturing demand.

Corning is also expanding its GenAI optical portfolio with multicore fiber and high-density connectivity solutions that improve network capacity and reduce installation complexity. GLW develops a wide range of photonics products, including optical fibers, high-performance cables, and specialty optical materials that serve as the backbone for AI data centers.

GLW also announced a long-term partnership with NVIDIA Corp. (NVDA) to expand U.S.-based optical connectivity manufacturing capacity by 10 times and increase domestic fiber production capacity by more than 50%. GLW upgraded and extended its Springboard plan through 2030 and expects its new Photonics Market-Access Platform to build a $10 billion revenue stream by 2030. GLW currently carries a Zacks Rank #3 (Hold).

Corning has an expected revenue and earnings growth rate of 13.9% and 26.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year's earnings has improved 1.9% in the last 60 days.

Story Continues

Lumentum Holdings Inc.

Lumentum designs and manufactures optical and photonic technologies for high-speed telecommunications, data centers, and advanced manufacturing. LITE provides innovative optical and photonic products that power global communications, cloud computing, and advanced AI infrastructure.

LITE's technology leadership in high-speed optical components has positioned it as an essential supplier to hyperscale customers deploying next-generation network architectures. LITE has a strong collaboration with NVIDIA for developing NVDA's silicon photonics ecosystem, especially for deploying the latter's Spectrum-X Photonics networking switches.

LITE currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.

Lumentum has an expected revenue and earnings growth rate of 84.8% and more than 100%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for next year's earnings has improved 0.2% in the last 30 days.

Coherent Corp.

Coherent sits at the center of the AI optics buildout, with strong demand visibility supported by long-term agreements. Mix should improve as higher-value pluggables ramp and as the shift to larger indium phosphide wafers lowers unit costs, positioning margins to expand.

COHR is positioned at the heart of the AI datacenter build-out, which has driven sustained strength in Datacenter and Communications. COHR provides highly scalable datacom transceivers, Co-Packaged Optics solutions, and high-speed VCSELs engineered to boost data center bandwidth.

COHR and NVIDIA entered into a strategic partnership focusing on next-generation optical technology and silicon photonics for AI data centers. NVDA will invest $2 billion in COHR for a multiyear agreement up to 2030. COHR currently carries a Zacks Rank #3.

Coherent has an expected revenue and earnings growth rate of 34.4% and 47.6%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for next year's earnings has improved 0.2% in the last 30 days.

MACOM Technology Solutions Holdings Inc.

MACOM Technology is seeing demand across AI Data Center, Industrial and Defense, and Telecom, supported by higher optical bandwidth needs, defense electronics content, and ongoing 5G and satellite programs. MTSI currently sports a Zacks Rank #1.

AI-powered data center has been MTSI's fastest-growing business segment over the past few quarters. MTSI designs and manufactures photonic semiconductor products including high-speed lasers, photodetectors, and RF-over-fiber systems built for AI data centers, 5G wireless networks, and aerospace/defense applications.

MACOM has an expected revenue and earnings growth rate of 29.5% and 42.1%, respectively, for the current year (ending September 2026). The Zacks Consensus Estimate for the current year's earnings has improved 2.7% in the last 30 days.

Marvell Technology Inc.

Marvell is benefiting from AI-led demand across the data center end market, with custom silicon, interconnect, switching and optics driving record revenues. MRVL's custom silicon strategy continues to benefit from hyperscaler demand for differentiated XPU and XPU-attach solutions. The company has highlighted more than 20 multi-generational socket wins and a broad design pipeline, which supports a longer runway than a single product cycle.

The expanded partnership with NVIDIA extends beyond a customer relationship and ties MRVL's roadmap more directly to next-generation AI system architecture. The collaboration spans optics, NVLink Fusion integration and AI-RAN, widening the set of platforms where Marvell silicon can be pulled through. MRVL currently carries aZacks Rank #3.

During the first quarter of fiscal 2027, Marvell issued $2 billion of Series A Convertible Preferred Stock to NVIDIA, signaling strategic alignment and supporting investment in scale-up connectivity and custom platforms. Over time, this relationship can improve program access, shorten adoption cycles and broaden MRVL's addressable opportunities across AI infrastructure builds.

Marvell has an expected revenue and earnings growth rate of 38.2% and 41.2%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 5.5% in the last 30 days.

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Corning Incorporated (GLW) : Free Stock Analysis Report

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This article originally published on Zacks Investment Research (zacks.com).

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This article first appeared on GuruFocus.

Amazon (NASDAQ:AMZN) said it entered a multi-year agreement to expand U.S. fiber-optics production, a move Wedbush called a sign that demand for optics remains healthy.

The deal is expected to support data-center fiber output and bolster domestic supply chains. Corning said the project should create about 1,000 jobs at its North Carolina sites, along with additional construction work and a training program for workers.

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Wedbush said the agreement may also support a broader shift toward silicon photonics, a chip-based optical technology used to improve speed and lower power use in data centers. The brokerage said the trend could benefit several mature foundry players beyond Corning and Amazon.

The partnership adds to a growing list of infrastructure deals tied to cloud and artificial intelligence demand. For Corning, the agreement may strengthen its role in a market that still appears to be getting long-term support from AI buildout spending.

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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity MSCI Information Technology Index ETF (Symbol: FTEC) where we have detected an approximate $219.7 million dollar outflow -- that's a 1.1% decrease week over week (from 74,000,000 to 73,200,000). Among the largest underlying components of FTEC, in trading today Salesforce Inc (Symbol: CRM) is off about 0.9%, Corning Inc (Symbol: GLW) is up about 1.6%, and Accenture plc (Symbol: ACN) is lower by about 2%. For a complete list of holdings, visit the FTEC Holdings page » The chart below shows the one year price performance of FTEC, versus its 200 day moving average:

Looking at the chart above, FTEC's low point in its 52 week range is $184.88 per share, with $300.789 as the 52 week high point — that compares with a last trade of $275.46. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».

Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.

Click here to find out which 9 other ETFs experienced notable outflows »

Further FTEC Research:

FTEC Options ChainTop Ten Hedge Funds Holding FTECThe DividendRank Top 25

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Die Ciena-Korporation CIEN-Aktie ist um etwa 13% seit der Veröffentlichung ihrer zweiten Quartalsergebnisse im Juni 2026 zurückgegangen. Im Vergleich zum Zacks Computer & Technology-Sektor und dem Zacks Communication - Components-Branchenindex, die jeweils um 0,2% bzw. 14,9% zurückgegangen sind, unterlief CIEN ein Rückgang von 19,7% im letzten Monat. Der S&P 500-Komposit ist in der gleichen Zeit um 0,6% zurückgegangen. Die Aktien des Unternehmens haben sich in den letzten drei Monaten um 38,4% erhöht.

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Die Aktien des Glas- und Elektronikkomponentenherstellers Corning (NYSE: GLW) stiegen um 7,4 % in der Morgen-Sitzung an, nachdem Amazon eine mehrjährige, multibillionäre Vereinbarung mit dem Unternehmen bekannt gegeben hatte, um optische Fasern, Kabel und Verbindungslosungen für seine expandierende US-Data-Center-Infrastruktur zu liefern.

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Nach dem Bekanntwerden des Deals stieg Corning (NYSE:GLW) um 4,85% an. Amazon (NASDAQ:AMZN) kündigte ein mehrjähriges, multibillionenfach Dollar-Abkommen an, bei dem es sich auf optische Fasern, Kabel und Verbindungs-Lösungen für seine US-Datenzentren von der Glasherstellerin Corning abstützen wird. Der Deal schafft 1.000 Arbeitsplätze in den North Carolina-Standorten von Corning und hunderte mehr bei der Erweiterung der Standorte. Amazon-Aktien stiegen um 0,70% an. Ein Teil des Abkommens setzt ein neues Ausbildungsprogramm mit Catawba Valley Community College auf, das sich auf die bestehende Glasfaser-Techniker-Ausbildungsprogramm von Corning aufbaut. AWS-Chef Matt Garman bezeichnete den Deal als Teil eines langfristigen Engagements für die heimische Herstellung und Gemeinschafts-Investitionen im Staat.

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Die Aktien von Corning (NYSE:GLW) stiegen um 9,5% im Vorhandelsbereich am Montag an, nachdem Amazon (NASDAQ:AMZN) einen mehrjährigen, mehrmilliardenschweren Vertrag mit dem Unternehmen abgeschlossen hatte, um die US-amerikanische Faseroptik-Manufactur zu erweitern. Amazon stieg ebenfalls um 1% höher vor der Eröffnung, während Investoren das weitere Infrastruktur-projekt im Zusammenhang mit der Daten-Center-Ausbaustufe abwogen.

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Amazon-Investitionen helfen Corning, seine Produktionsstätten in North Carolina auszubauen und 1.000 Arbeitsplätze zu schaffen

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Amazon's Investitionen werden Corning helfen, seine Produktionsstätten in North Carolina auszubauen und 1.000 Arbeitsplätze zu schaffen

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Wir haben einen bullischen Thesis auf Harmonic Inc. auf X.com von @BryzonX entdeckt. In diesem Artikel werden wir die Bullen-Thesis auf HLIT zusammenfassen. Der Aktienkurs von Harmonic Inc. lag am 1. Juni bei $15,81. HLITs Trailing P/E betrug 197,62 laut Yahoo Finance. Harmonic Inc., zusammen mit seinen Tochtergesellschaften, bietet Lösungen für Breitbandzugang weltweit an. HLIT wird zunehmend als Core-Software-Infrastruktur-Benefizierer des Übergangs zu AI-fähigen verteilten Breitbandnetzwerken gesehen, wobei Initiativen wie die Investition von NVIDIA Corporation in Nokia Corporations Any Radio Access Network Framework ein breiteres Industrieübergang hin zum Umschalten alter Telekommunikations- und Kabelinfrastruktur in software-definierte Edge-Rechenzentren zeigen.