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(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

AAOI delivers fifth consecutive record quarter with 86% revenue surge, driven by explosive demand for 800G and 1.6T optical transceivers.

Applied Optoelectronics (NASDAQ:AAOI) reported record second-quarter revenue and a return to non-GAAP profitability as demand for data center networking products and CATV equipment continued to grow. Management said near-term sales remain constrained primarily by production capacity and the availabi

Investing.com -- Shares of Applied Optoelectronics (NASDAQ: AAOI) could have further room to run despite a more than 1,000% gain over the past year, according to Raymond James analyst Simon Leopold, who reiterated an Outperform rating and $160 price target following investor meetings with Chief Financial Officer Stefan Murry.

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

Thompson will give an overview of Applied Optoelectronics, Inc.’s Q1 results, and Stefan will provide financial details and the outlook for 2026. Before we begin, I would like to remind you to review Applied Optoelectronics, Inc.’s Safe Harbor statement. On today's call, management will make forward-looking statements.

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.