Optical & networking stocks

6 names · group market sentiment 73 · Hot

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

Prices as of 2026-10-03 00:39 UTC. Updates live in your browser.

Optical & networking sentiment history

Now

16-session change

+37

Period high

Period low

Cap-weighted across the 6 Optical & networking names, trading sessions only, so each step is one market day against the one before it.

How that compares

A score on its own cannot tell you whether this group is leading or the whole complex is drifting. Optical & networking currently ranks second of 6 segments.

Segment	Market sentiment	16-session change
Equipment & EDA	79	+37
Optical & networking This page	73	+37
AI chips	67	+10
Power & systems	65	-9
Neoclouds	52	-1
Memory & storage	42	-13

All six segments, ranked by their current cap-weighted score. See them charted side by side →

#	Name	Price	1D	5D	Market cap	Market sentiment
1	Arista Networks ANET	$207.35	+1.85%	+0.80%	$261.5B	63
2	Marvell Technology MRVL	$272.29	+3.06%	+5.15%	$238.8B	73
3	Lumentum LITE	$1,085.42	+11.75%	+16.83%	$97.4B	87
4	Coherent COHR	$337.04	+17.11%	+15.98%	$66.0B	79
5	Ciena CIEN	$391.34	+11.23%	+9.18%	$55.5B	76
6	Credo Technology CRDO	$218.64	+12.24%	+11.57%	$41.1B	81

The names in detail

Other segments

Common questions

Which stocks count as optical & networking?

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

What is optical & networking sentiment right now?

The market-cap weighted market sentiment for this group is 73 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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