Akros U.S. AI Optical Communication and Network Infrastructure Index

Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.

Marvell is expected, but has not yet confirmed, to report second-quarter fiscal 2027 financial results after market close on August 27, 2026.

Fabrinet has not officially announced its fiscal Q4 2026 results date, while third-party calendars now conflict between August 17 and August 24, 2026.

Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.

Applied Optoelectronics is scheduled to release second-quarter 2026 results on August 6, 2026.

MACOM is scheduled to release fiscal Q3 2026 results before market open on August 6, 2026 and host its earnings call at 8:30 a.m. EDT.

Tower Semiconductor is scheduled to release second-quarter 2026 results and discuss third-quarter 2026 guidance on August 4, 2026.

Corning is scheduled to report second-quarter 2026 financial results and hold its earnings call on July 28, 2026, before the U.S. market opens.

Nokia entered a definitive agreement to acquire NXP's Chandler, Arizona semiconductor-fabrication campus to add U.S. indium-phosphide optical-component capacity.

Nokia reported Q2 2026 comparable operating profit of EUR 434 million, up 18% year on year, on EUR 4.815 billion of net sales, and raised its reported comparable operating-profit range to EUR 2.1-2.6 billion following a technical portfolio change.

Nokia classified its Fixed Wireless Access CPE and Enterprise Campus Edge businesses as discontinued operations after agreeing to sell the FWA CPE business to Inseego and judging a sale of Enterprise Campus Edge highly probable.

Nokia accelerated restructuring actions and now expects EUR 800 million of related charges in 2026, including new programs primarily in Europe and faster China integration.

Needham & Company lowered its Fabrinet price target to $650 from $800 on July 22, 2026, while maintaining a Buy rating.

Reports said TSMC plans base chipmaking-price increases of up to 10% from 2027 across both mature and advanced-node production.

Barclays upgraded Lumentum to Overweight from Equal Weight, citing stronger confidence in AI-networking demand and the risk/reward after the share-price pullback.