Coherent, Lumentum, and AAOI Jump in Premarket Trading Wednesday

Group 1 - Coherent (COHR) and Lumentum (LITE) are up 4.2% premarket, while Applied Optoelectronics (AAOI) is up 4.7%, with AAOI showing a year-to-date increase of 173.49% [1] - The optical and photonics sector is rebounding after a decline attributed to geopolitical tensions rather than company fundamentals [1] - NVIDIA's $4 billion investment in Coherent and Lumentum highlights the importance of photonics technology in addressing AI data center interconnect bottlenecks [1] Group 2 - Lumentum's revenue surged 65.5% year over year to $665.5 million, with a backlog exceeding $400 million for optical circuit switches [1] - Coherent's Datacenter and Communications segment grew 34% year over year, reaching $1.208 billion, representing approximately 72% of total revenue [1] - Applied Optoelectronics reported a record Q4 2025 revenue of $134.27 million, up 33.9% year over year, with projections for 2026 revenue to exceed $1 billion [1] Group 3 - NVIDIA's GTC keynote on March 16, 2026, is anticipated to discuss advancements in AI and new product roadmaps, which could further impact optics stocks [1]