Applied Opt
Yahoo Finance • 20 days ago
AI Pick-And-Shovel Stocks To Watch As Xi And Trump Meet
Data center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C. Continue Reading... Full story
Yahoo Finance • 21 days ago
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Quick Read Corning (GLW) jumped 6%, beating demo author Lumentum (LITE) at 4%, as buyers repriced Corning's broader AI optical fiber exposure beyond the single conference event. Applied Optoelectronics (AAOI) rose 4% despite no demo role,... Full story
Yahoo Finance • 21 days ago
Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second q... Full story
- NVDA
Mentioned:
Yahoo Finance • 27 days ago
Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?
Coherent Corp. COHR has been one of the standout performers in the technology hardware space over the past year. Its shares have soared 155%, sharply outperforming the industry's 18% decline and the Zacks S&P 500 Composite's 17% gain. More... Full story
Yahoo Finance • 28 days ago
CoreWeave appears most exposed if AI model development slows: Bernstein
[Hutto AI Data Center in Texas seen through the heat haze above crops in rural farmland] BackyardProduction/iStock via Getty Images A slowdown in the training of artificial intelligence models could negatively affect data center developer... Full story
Yahoo Finance • 28 days ago
Biggest stock movers Monday: AI, chip stocks, and more
[Graph background of financial technology stock market business analysis] Donny DBM/iStock via Getty Images Stock futures trade lower early Monday as Brent crude nears $108 a barrel following escalated Middle East tensions and key pipelin... Full story
Yahoo Finance • 29 days ago
Goldman rebalances its long duration stock basket
[Interest rate percentage sign symbol finance investment graph chart] alexsl The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interes... Full story
Yahoo Finance • last month
LITE's Laser Growth Accelerates: Can It Challenge AVGO & AAOI?
Lumentum LITE is benefiting from accelerating demand for pump, electro-absorption modulated laser (EML) and continuous-wave (CW) lasers as hyperscalers expand artificial intelligence (AI) training, inference and data-center interconnect in... Full story
Yahoo Finance • last month
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait?
Applied Optoelectronics AAOI stock has plunged 46.3% over the past three months, underperforming the Zacks Computer & Technology sector's 0.6% gain and the Zacks Electronics - Semiconductors industry's 14.5% decline. The company's shar... Full story
Yahoo Finance • last month
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?
Quick Read AAOI's 203% YTD gain outpaces LITE's 139% rise, fueled by U.S. restrictions on Chinese optical suppliers and surging 800G transceiver demand. Despite COHR's $2 billion NVIDIA investment, all three optics stocks crushed SOXX at... Full story
Yahoo Finance • last month
These 3 AI Stocks Are Way Off Their Highs. Is the Pullback a Buying Opportunity?
Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, A... Full story
Yahoo Finance • last month
3 AI-Related Stocks Worth a Closer Look After Pullbacks
Many AI-related stocks have seen major volatility in 2026, with several high-flying names pulling back sharply after huge runs earlier in the year. Vertiv VRT, Applied Optoelectronics AAOI, and Innodata INOD are three notable examples, wi... Full story
Yahoo Finance • last month
3 Lesser Discussed Stocks That Offer Meaningful AI Exposure
When investors think about artificial intelligence, NVIDIA usually steals the spotlight. But the AI boom extends far beyond GPUs, creating opportunities across data preparation, networking, and infrastructure. For investors looking beyond... Full story
Yahoo Finance • last month
This Little-Known AI Company Is Quietly Building for the Data Center Boom
Quick Read POET (NASDAQ: POET) secured a $50 million Lumilens purchase order, and our model sees 137% upside to a $17.74 BUY price target. Lumentum (LITE) generates $1 billion quarterly on the same optical tailwind; Applied Optoelectronic... Full story
Yahoo Finance • 2 months ago
AI, chip stocks mixed after Nvidia's stellar earnings results
[Machine Learning. AI Neural Network Concepts] Shares of chip and AI-related companies were largely mixed on Thursday after Nvidia's fiscal second-quarter results and outlook beat estimates, sending shares of the AI chipmaker nearly 8% hi... Full story
Yahoo Finance • 2 months ago
ASML or AAOI: Which Tech Stock Is Better-Placed at Present?
ASML Holding ASML and Applied Optoelectronics AAOI are prominent participants in the Zacks Computer and Technology sector, both benefiting from the rapid expansion of artificial intelligence infrastructure and data center demand. ASML Hol... Full story
- ASML
Mentioned:
Yahoo Finance • 2 months ago
Stock Market Midday, Aug. 24: Dow Edges Higher as Chip Weakness Pressures Nasdaq
As of 11:37 AM ET, the Dow Jones Industrial Average (DJINDICES:^DJI) is up 0.27% to 53,419.17, outperforming the S&P 500 (SNPINDEX:^GSPC), which is down 0.23% to 7,656.50, and the Nasdaq Composite (NASDAQINDEX:^IXIC), which has slipped 0.4... Full story
Yahoo Finance • 2 months ago
Semiconductor stocks drag S&P 500, Nasdaq lower: AlphaCheck
Good morning. The Nasdaq and S&P 500 opened in the red as chip stocks came under pressure and investors awaited a new sanction campaign against Iran and a breakdown in US-Canada trade talks. Here's a check of the markets in the first few... Full story
Yahoo Finance • 2 months ago
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
Quick Read Applied Optoelectronics fell 12% on a $600M equity offering, dragging Lumentum and Coherent down 5% each despite both recently beating earnings. Corning slipped just 3% and SOXX dropped 2%, confirming the dilution scare stayed... Full story
Yahoo Finance • 2 months ago
Prediction: The Tiny AI Stock Has a Massive Opportunity in Optical Computing
Quick Read POET Technologies (NASDAQ: POET) trades at $9.40, which is half its 52-week high, but a $50M Lumilens purchase order with $500M+ framework potential supports our $21.14 BUY target. Peers Credo (CRDO) at a $52.7B market cap and... Full story