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Optical and networking stocks drop over 10% amid concerns on AI infrastructure funding.

Market News
15 Oct 2026
Tokenpost
View Source
Bearish
Optical and networking stocks drop over 10% amid concerns on AI infrastructure funding.

Contracts for optical and networking stocks like Applied Optoelectronics, Lumentum, and Coherent fell between 11% and 15% on Hyperliquid before U.S. trading on Oct. 15. The decline reflects investor worries about companies' ability to secure capital for expanding AI infrastructure, especially after Broadcom's CEO highlighted capital access as a key constraint. Rising U.S. inflation data also fueled concerns about sustained high interest rates, which could impact AI investment spending. Market focus is now on whether firms can finance large AI-related orders and convert these investments into profits, continuing a trend of losses in related tech sectors.

The story on Hyperliquid contracts tied to optical stocks comes as Pluang's cryptocurrency market shows broad weakness. For readers following digital assets, here is Pluang's market snapshot as of Oct 15, 2026 18:51 WIB: out of 50 major cryptocurrencies, only 4 rose while 45 fell. Notable movers include ONE (Harmony) down 8.84% with a typical hold time of 152 days and a nearly balanced buy/sell order activity, SUSHI (SushiSwap) down 8.73% with 68% sell orders, and EOS (EOS.IO) up 8.13% with a typical hold time of 87 days.

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