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67/100 Bearish 18.08.2026 · 17:00 Finrend AI ⏱ 1 dk 👁 6 TR

Optical Sector Stocks Decline: Lumentum Falls 10%, Corning 8%

Shares of optical component manufacturers experienced sharp declines following news related to Anthropic and a report from the Wall Street Journal. Lumentum shares fell 10%, Corning dropped 8%, and AXT lost 12%. This decline is seen as a reflection of uncertainties in the sector and a cautious approach by investors. In addition to developments regarding Anthropic, the WSJ report is said to have heightened concerns about the sector's growth prospects. Speculation that demand for artificial intelligence infrastructure could slow down particularly weighed on optical sector stocks. Alongside major players like Lumentum and Corning, smaller-scale AXT also suffered significant losses. This sector-wide decline is viewed as part of the broader volatility in technology stocks. Investors are closely monitoring signals regarding the trajectory of AI and data center investments. Such news can cause short-term volatility in the markets. This is not investment advice.

📊 AAOI — Piyasa Yorumu

▼ down · 65%

The overall decline in the optical sector is exerting direct pressure on AAOI's stock. The price is trading below its 20-day and 50-day moving averages, with the RSI at 37.8 indicating weak momentum. The MACD remains below the signal line, keeping the short-term outlook negative. The 3.6% drop over the last 24 hours suggests that selling pressure in the sector may persist. However, as the stock approaches oversold territory, a technical rebound could occur, so the confidence level is maintained at moderate.

RSI 14
37.8
MACD
0.17
24h Δ
-3.66%

📊 LITE — Piyasa Yorumu

▼ down · 65%

The headline indicates general selling pressure in the optical sector, with LITE also affected by this decline. Technical indicators support this view: the price is below both the 20-day and 50-day moving averages, and the RSI is in the weak zone at 37.6. The MACD remains below the signal line, pointing to negative short-term momentum. The 5.2% drop in the last close suggests that selling pressure may continue. However, as the stock approaches oversold territory, some bargain buying could emerge, so the confidence level is kept moderate.

RSI 14
37.6
MACD
1.00
24h Δ
-5.24%

📊 COHR — Piyasa Yorumu

▼ down · 65%

The headline points to broad selling pressure in the optical sector, with COHR potentially adversely affected by this decline. Technical indicators support this outlook: RSI is weak at 34, MACD is negative and below the signal line. The price is trading below the 20- and 50-day moving averages and has lost 9.5% over the last 24 hours. In the short term, there is a high risk of continued selling pressure, but as the stock approaches oversold territory, a technical rebound could occur. Therefore, while the direction is downward, confidence is maintained at a moderate level.

RSI 14
34.1
MACD
-5.18
24h Δ
-9.52%

📊 GLW — Piyasa Yorumu

▼ down · 65%

The headline indicates general selling pressure in the optical sector, and as a company in this industry, GLW may be negatively impacted. Technical indicators support this view: the price is below both the 20-day and 50-day moving averages, and the RSI at 38 is in the weak zone. The MACD is in negative territory and below the signal line, suggesting downward short-term momentum. The 3.6% decline over the last 24 hours indicates that selling pressure may continue. However, as the stock approaches oversold conditions, bargain buying could emerge, so the confidence level is kept moderate.

RSI 14
38.4
MACD
-0.14
24h Δ
-3.64%
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