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A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
Corning has been betting that the massive infrastructure demands of AI will drive its next wave of growth, relying on its specialized optical fiber to link hyperscale data centers. That wager has resonated with Wall Street, more than doubling its shares over the past year.
Corning posted core EPS of $0.78 and core sales of $4.74 billion in the second quarter, but its third-quarter outlook fell short of Wall Street expectations
Ciena stock fell after the optical gear maker's fiscal Q2 earnings and revenue modestly beat consensus estimates amid big share gains in 2026.
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