Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday
Published . Updated .
The sharp moves could partly be a reaction to recent cautious commentary on AI spending.
Directly affected
- CIEN Ciena
Named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- MEDS DATAMEDS AI, INC. COMMON STOCK
GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AI C3 AI INC CL A
GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AMKR AMKOR TECHNOLOGY INC COM
GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
The sharp moves could partly be a reaction to recent cautious commentary on AI spending.
Source: MarketWatch
The price since 12 Oct 2026: SuperX AI Technology (SUPX) versus the S&P 500
Since the first closing price after “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday,” SuperX AI Technology (SUPX) is -3.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.25% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| American Battery Technology (ABAT) | that day | -4.10% | final price |
| American Battery Technology (ABAT) | the next day | -12.57% | final price |
| American Battery Technology (ABAT) | two days later | -14.75% | final price |
| American Battery Technology (ABAT) | three days later | -19.13% | final price |
| American Battery Technology (ABAT) | three days earlier | +12.30% | final price |
| American Battery Technology (ABAT) | five days earlier | +17.76% | final price |
| Aecom (ACM) | that day | +0.73% | final price |
| Aecom (ACM) | the next day | -1.03% | final price |
| Aecom (ACM) | two days later | +0.18% | final price |
| Aecom (ACM) | three days later | -0.05% | final price |
| Aecom (ACM) | three days earlier | +0.80% | final price |
| Aecom (ACM) | five days earlier | +1.99% | final price |
| C3.ai (AI) | that day | +3.45% | final price |
| C3.ai (AI) | the next day | +0.52% | final price |
| C3.ai (AI) | two days later | +4.74% | final price |
| C3.ai (AI) | three days later | -2.50% | final price |
| C3.ai (AI) | three days earlier | -2.33% | final price |
| C3.ai (AI) | five days earlier | -3.19% | final price |
| Amkor Technology (AMKR) | that day | -1.04% | final price |
| Amkor Technology (AMKR) | the next day | -6.84% | final price |
| Amkor Technology (AMKR) | two days later | -8.44% | final price |
| Amkor Technology (AMKR) | three days later | -13.07% | final price |
| Amkor Technology (AMKR) | three days earlier | +6.01% | final price |
| Amkor Technology (AMKR) | five days earlier | +10.97% | final price |
| GLD | that day | -0.14% | final price |
| GLD | the next day | -1.62% | final price |
| GLD | two days later | +0.13% | final price |
| GLD | three days later | -0.03% | final price |
| GLD | three days earlier | -0.93% | final price |
| GLD | five days earlier | +0.03% | final price |
Disclosure records for SuperX AI Technology (SUPX) within two months of 12 Oct 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies carried with this story
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
DataMeds AI (MEDS) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.” Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AI C3.ai
For “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday,” C3.ai (AI) is linked, with no stored direction, medium confidence. Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AMKR Amkor Technology
Amkor Technology (AMKR) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday.” Reason on file: GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
“Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday” (12 Oct 2026) reaches SuperX AI Technology (SUPX) through this story.
What ties SuperX AI Technology (SUPX) to the headline is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
DataMeds AI (MEDS) is here too. Its reason reads: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for SuperX AI Technology (SUPX)
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
A simple score for SuperX AI Technology (SUPX)
46 out of 100
“Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.