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YahooAugust 13, 2026 at 1:15 PM NY22 days ago

Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

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