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AAOI News30 articles
Applied Optoelectronics Jumps on China Credit Line Expansion
Applied Optoelectronics shares surged 7.8% as a China unit doubled a credit line to RMB 500 million, indicating funding for AI optics production ramp.
Applied Optoelectronics Slips Amid AI Optics Slowdown and Supply Concerns
Applied Optoelectronics (AAOI) dropped 4.3% to $161.85 in a shortened trading week, pressured by insider-sale filings, a doubled credit line, and management warnings that supply bottlenecks will cap 800G transceiver revenue into mid-2027.
POET Technologies Tumbles 13% Amid Legal Woes, AI Chip Selloff
POET Technologies dropped 13% as legal risks and a canceled Marvell order weighed on shares, despite a $50 million Lumilens deal and $400 million funding. AI chip stocks also slumped.
Coherent Surges on AI Demand and Nvidia Investment
Coherent shares soared 17% to $425.44 after strong Q3 results and renewed AI infrastructure demand, fueled by Nvidia's $2 billion investment.
POET Technologies Stock Slips Again as $400M AI Optics Plan Faces New Hurdles
POET Technologies shares dropped 7.3% Friday, closing at $12.29 as the company's $400 million AI optics push faces setbacks including canceled orders and a securities class action.
Lumentum's AI Optics Surge Outshines Nvidia; Pullback Tests Rally
Lumentum shares slipped 3.6% Friday, paring a massive AI-driven rally that saw the stock gain 135% YTD, far exceeding Nvidia.
Coherent Stock Nears $378; Key Test After Holiday
Coherent shares ended Friday at $377.57, down 0.1%, underperforming the broader market ahead of Memorial Day. The stock faces a key test Tuesday.
AOI Shares Jump on Surging AI Data-Center Demand
Applied Optoelectronics surged 21% on strong AI data-center demand, with Q1 revenue hitting $81.4M. Supply constraints are expected to persist through mid-2027.
AAOI Stock Dips 10% After Q1 Revenue Miss, Despite AI Optics Demand Surge
Applied Optoelectronics (AAOI) shares dropped over 10% after Q1 revenue and Q2 guidance missed Wall Street estimates, despite a 51% revenue surge and doubled data-center sales. The company begins volume shipments of 800G products.
AAOI Soars 17% on AI Optics Demand, Earnings Test Looms May 7
Applied Optoelectronics shares surged 17.7% to $162.17 on Friday, driven by a $71 million order for 800G transceivers and a Houston expansion. The company's first-quarter earnings report on May 7 will be a key test.
Markets Rally on Geopolitical Hopes; AI and Growth ETFs Advised for Young Investors
Equities advanced on optimism for a resolution to the Iran conflict, while a market veteran recommends young investors allocate monthly funds to Vanguard's VGT and VUG ETFs for long-term growth.
Lumentum Earnings Preview: AI Optics Demand in Focus
Lumentum Holdings is set to report fiscal third-quarter results on May 5, with investors focused on its capacity to meet soaring demand for optical components critical for AI data centers.
Lumentum Surges on $1.25B AI Revenue Target, Backed by Nvidia
Lumentum shares soared after projecting a path to $1.25 billion in quarterly revenue from AI data-center demand, buoyed by a $2 billion investment from Nvidia. Rival Coherent also gained, forecasting a $70 billion datacenter market by 2030.
Applied Optoelectronics Gains on Insider Sale Plan, Sets $250M ATM Offering
Applied Optoelectronics shares advanced 2.9% to $98.07 after a director disclosed plans to sell up to 102,347 shares. The company also established a $250 million at-the-market stock offering program.
Applied Optoelectronics Stock Slides on CFO's Capacity Warning
Applied Optoelectronics shares declined 6.4% after CFO Stefan Murry highlighted capacity constraints and potential indium phosphide bottlenecks. The company expects 800G transceiver shipments to increase in Q2.
Applied Optoelectronics Extends Pre-Market Surge on Strong Outlook
Applied Optoelectronics stock advanced sharply before Monday's opening bell, extending a powerful rally from the prior session. The move follows the company's record quarterly revenue and an aggressive growth forecast tied to data center expansion.
Applied Optoelectronics Extends Rally on Strong Outlook, Capacity Plans
Shares of Applied Optoelectronics climbed over 15% in premarket trading Monday, extending a sharp rally from Friday. The move follows the company's record quarterly revenue and an aggressive growth forecast tied to data-center demand.
Applied Optoelectronics Extends Pre-Market Rally on Strong Outlook
Applied Optoelectronics stock climbed over 15% before Monday's opening bell, building on Friday's sharp gains. The company reported record quarterly revenue and issued an optimistic forecast for the current quarter.
Applied Optoelectronics Soars on Strong Forecast and Strategic Moves
Applied Optoelectronics shares skyrocketed over 56% following a robust quarterly report and an optimistic revenue forecast for the current quarter, coupled with announcements of a capital raise and facility expansion.
Applied Optoelectronics Soars on Record Revenue, Bullish Data Center Outlook
Applied Optoelectronics shares skyrocketed 56.9% following a record quarterly performance and an upgraded revenue forecast, fueled by surging demand for high-speed data center optics.
Coherent Shares Dip After Bain Capital Sells $2.2B Stake
Coherent shares declined roughly 3% in extended trading Thursday following a regulatory filing showing a Bain Capital affiliate sold its entire stake in a $2.22 billion block transaction.
Coherent Shares Surge 7% on Bank of America Price Target Boost Amid AI Data Center Focus
Coherent Corp stock rallied over 7% after Bank of America raised its price target to $250, citing strong hyperscale capital expenditure trends. The optical components maker also provided its Q3 revenue and earnings guidance.
TFC Optical Sees Volatile Trading Ahead of Chinese New Year Market Closure
Suzhou TFC Optical Communication shares rose 0.4% to 252.97 yuan amid heavy trading as margin financing declined and markets prepare for the Spring Festival holiday shutdown.
Applied Digital Shares Rise on $1.59B Funding for AI Campus Buildout
Applied Digital shares ended a holiday-shortened week up 9.1% after securing $1.59 billion in funding for its Polaris Forge 1 AI data-center campus, as the market weighs rapid buildout against debt.
Applied Materials Surges on Citi's AI-Driven Price Target Hike
Applied Materials shares jumped 6.7% to $606.53 after Citi raised its price target to $710 from $550, citing AI-driven chip-equipment demand. The broader semiconductor equipment sector also rallied.
Applied Materials Surges on AI Chip Boom, Analyst Targets Raised
Applied Materials shares surged 9.6% to $544.50 after analysts raised price targets, citing robust AI chip demand and a new $500 million Singapore facility that doubles cleanroom capacity.
Applied Digital Shares Surge on $5.2B AI Data Center Lease Deal
Applied Digital shares rose 8.7% after-hours after signing a 15-year, $5.2 billion lease for its Delta Forge 2 AI data center, lifting total contracted lease revenue to $36 billion.
Applied Aerospace Dips Below $20 IPO Price in Mixed NYSE Debut
Applied Aerospace & Defense shares slipped below their $20 IPO price in first-day NYSE trading, as strong revenue growth was offset by debt and customer concentration concerns.
Applied Materials Hits Record High on AI-Driven Chip Demand
Applied Materials shares surged nearly 7% to a record high after CFO Brice Hill raised its 2026 growth forecast above 30%, driven by AI-related chip factory investments.
Applied Materials Finishes Strong Week as AI Demand Drives Chip Equipment Maker Near Record Highs
Applied Materials ended the holiday-shortened week at $450.06, up 4.1%, near record highs, driven by AI-related equipment demand and analyst upgrades.