Optical & networking stocks

6 names · group sentiment 80 · hot

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

#	Name	Price	1D	5D	Market cap	Sentiment
1	Arista Networks ANET	$158.30	+1.42%	+3.60%	$199.0B	77
2	Marvell Technology MRVL	$96.72	+2.94%	+7.40%	$83.6B	82
3	Credo Technology CRDO	$172.40	+3.80%	+10.20%	$30.1B	91
4	Coherent COHR	$148.20	+2.10%	+6.10%	$23.4B	82
5	Ciena CIEN	$132.60	+1.55%	+4.20%	$19.1B	77
6	Lumentum LITE	$236.80	+2.66%	+7.80%	$17.2B	86

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Common questions

Which stocks count as optical & networking?

ChipSentiment tracks 6 names in this group: Arista Networks (ANET), Marvell Technology (MRVL), Credo Technology (CRDO), Coherent (COHR), Ciena (CIEN), Lumentum (LITE).

What is optical & networking sentiment right now?

The market-cap weighted sentiment for this group is 80 out of 100, which reads as hot.

Why does this group matter to AI?

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

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