Applied Opt

Applied Opt

Yahoo Finance • 5 days 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

Yahoo Finance • 7 days ago

AI infrastructure stocks edge higher after Anthropic's Q2 revenue surge

[Server racks emitting blue light inside a modern data center] tiero Artificial intelligence-related infrastructure stocks were edging higher during pre-market trading on Monday after it was revealed [https://seekingalpha.com/news/4633581... Full story

Yahoo Finance • 10 days ago

Applied Optoelectronics (AAOI) Could Be 93% Overvalued As Amazon Deal Lifts Revenue Hopes

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Applied Optoelectronics (AAOI) is in focus after a multi-year supply agreement with Amazon, fresh... Full story

Yahoo Finance • 10 days ago

Applied Optoelectronics is breaking higher: Technical setup, analysts target in focus

[Stock market display] honglouwawa/iStock via Getty Images Applied Optoelectronics (AAOI [https://seekingalpha.com/symbol/AAOI]) stock showed renewed strength, as shares traded about 15% higher near $149.50 on Friday as bullish technical... Full story

Yahoo Finance • 10 days ago

Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week

Quick Read Applied Optoelectronics surged 15% and Lumentum jumped 6%, with the intraday rally building on recent earnings strength and no confirmed same-day catalyst. Broadcom dropped 5% as component suppliers rallied, with Wolfe Research... Full story

Yahoo Finance • 12 days ago

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI in... Full story

Yahoo Finance • 13 days ago

Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a stan... Full story

Yahoo Finance • 14 days ago

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Quick Read Coherent and Lumentum are selling off 12% and 7% ahead of earnings after both stocks surged over 100% year to date at extreme valuations. Applied Optoelectronics slid just 1% after already reporting, while the SOXX ETF dropped... Full story

Yahoo Finance • 17 days ago

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Quick Read Applied Optoelectronics and Coherent each surged 13% after Applied Optoelectronics nearly doubled its Q2 revenue to $192M, swinging from an $8.8M earnings loss to profitability. The SOXX semiconductors ETF gained 2% broadly, bu... Full story

Yahoo Finance • 18 days ago

The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

Quick Read The FCC is drafting a ban on Chinese transceivers, a move that matters given China controls over 50% of global supply, directly elevating AAOI and COHR as US manufacturing alternatives. LITE's revenue surged 90% to $808 million... Full story

Yahoo Finance • 19 days ago

New report warns China transceiver ban would hurt U.S. AI giants

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts... Full story

Yahoo Finance • 20 days ago

Tuesday Sector Leaders: Semiconductors, Computer Peripherals

In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of Applied Optoelectronics, up about 21.4% and shares of POET Technologies up about 15.6% on the day. Also sho... Full story

Yahoo Finance • 20 days ago

Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics

Quick Read A reported Trump/FCC draft ban on Chinese optical transceivers sent AAOI surging 17% and COHR climbing 11% in Tuesday trading. The SOXX semiconductor ETF added 5% on risk-on sentiment but trailed pure-play optics names, since o... Full story

Yahoo Finance • 21 days ago

AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing

Quick Read AAOI completed its first volume 800G hyperscale shipment, fueling a 13% single-day pop on top of a 170% year-to-date rally. Lin guided full-year 2026 revenue above $1 billion, which would be more than double 2025's total, with... Full story

Yahoo Finance • 27 days ago

A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

Quick Read Hurlston called InP shortages worse than memory, yet LITE and COHR have each sold off over 20% despite components being sold out. NVDA invested in both Lumentum and Coherent, the two dominant InP producers, as Lumentum's supply... Full story

Yahoo Finance • last month

AI memory, chip stocks dip amid Japan's Nikkei slump, Moonshot's new AI model

[Digital Intelligence - AI Icon Illuminated Against Financial Data and Binary Streams] J Studios Shares of memory and AI-related stocks were lower for the third day in a row premarket on Friday amid Japan's Nikkei 225 index falling and Ch... Full story

Yahoo Finance • last month

Applied Optoelectronics Announces Date of Second Quarter 2026 Financial Results Conference Call

SUGAR LAND, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial r... Full story

Yahoo Finance • last month

AI memory, chip stocks dip again as South Korean peers slump despite strong TSM results

[Ai text on abstract digital CPU chip concept. AI technology. Deep learning. AI Neural Network data nodes.] Shares of memory and AI-related stocks fell again premarket on Thursday after South Korean peers SK hynix (SKHY [https://seekingal... Full story

Yahoo Finance • last month

Tradr's 2X Short Leveraged ETFs on AAOI and ORCL Begin Trading

The first 2X short ETFs on Applied Optoelectronics and Oracle are now available Funds represent first-to-market inverse strategies on Applied Optoelectronics and Oracle Corporation NEW YORK, July 15, 2026 /PRNewswire/ -- Tradr ETFs, a pr... Full story

Yahoo Finance • last month

AI memory, chip stocks recover after Asian giants SK hynix, Samsung rebound

[Digital Intelligence - AI Icon Illuminated Against Financial Data and Binary Streams] J Studios Shares of memory and AI-related stocks rebounded premarket on Tuesday from Monday's sell-off after Asian peers SK hynix (SKHY [https://seekin... Full story