Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics
Reported by Yahoo Finance · finance.yahoo.com · August 4, 2026
A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely before the year-end enforcement target.
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What to watch: This report cites a concrete figure (17%) — compare it against the trailing trend before treating one data point as a turning point.
Market reaction today: $USB +0.60%
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