(https://www.cnbc.com/2026/07/28/corning-glw-stock-optical-ai.html) and dragged Marvell, Lumentum, AXT, and Coherent down double digits. This isn't a supply-demand blip—it's the optical buildout phase ending. Hyperscalers loaded up on fiber, lasers, and interconnect in 2024-2025. Now they're done building. The infrastructure capex super-cycle that everyone said would last through 2027 is rolling over in July 2026.

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