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By Karen Roman POET Technologies Inc. (Nasdaq: POET) said it closed its direct offering by issuing about 19 million common shares in a sale totaling $400 million to a single […]
We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Applied Optoelectronics, Inc. (NASDAQ:AAOI) ranks 6th on this list. Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the favorite AI stocks among billionaire investors. Mark Cuban, in an interview on the the Big Technology Podcast earlier this month, gave his view on […]
Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption from copacked optics.
Applied Optoelectronics (NasdaqGM:AAOI) has entered into a supply agreement with Mediacom to support DOCSIS 4.0 broadband upgrades. The partnership targets network upgrades that are expected to reach 1 million households across Mediacom's footprint. AOI will provide multiple broadband networking products and software for Mediacom's nationwide upgrade program. Applied Optoelectronics is widely followed for its AI datacenter optics, but this new agreement with Mediacom highlights a different...
Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.
By Karen Roman nLIGHT, Inc. (Nasdaq: LASR) said it will participate in the William Blair 46th Annual Growth Stock Conference, considered a high-profile venue where companies update investors on their […]
The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up roughly 441% year to date, dwarfing the gains posted by Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) over the same window. On Tuesday afternoon, AAOI ... Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?
In the past week, Applied Optoelectronics reported record first-quarter 2026 revenue of US$151.14 million, continued to post losses, secured a US$20.85 million Texas Semiconductor Innovation Fund grant for a major U.S. manufacturing expansion, and announced fresh 800G transceiver orders and volume shipments to hyperscale data center customers. Taken together, the ramp-up in 800G capacity, state-backed expansion in Sugar Land, and confirmation of large hyperscale demand materially sharpen...
Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) just released its latest first-quarter report and things are not looking...
Applied Optoelectronics reported a fourth consecutive quarter of record revenue as AI-driven datacenter demand accelerated shipments of its 800G optical transceivers. Key Investor TakeawaysApplied Optoelectronics, Inc.
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.
Applied Optoelectronics (AAOI) has moved into the spotlight after securing roughly US$20.9 million in Texas semiconductor grants tied to large manufacturing expansions in Sugar Land and Pearland, along with a recent US$71 million AI transceiver order. See our latest analysis for Applied Optoelectronics. The share price has surged to US$183.51, with a 1 day share price return of 11.65% and a 30 day share price return of 76.60%. The 1 year total shareholder return is very large and points to...
By Karen Roman Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it was granted a Texas Semiconductor Innovation Fund grant for $20.9 million to bolster its 210,000 sq. ft. manufacturing expansion in […]
By Karen Roman Tech platform Lightwave Logic, Inc. (Nasdaq: LWLG) said it partnered with Michael Best & Friedrich LLP to strengthen the company’s intellectual property practice including invention harvesting, patent […]
Tiny microcap stocks are delivering huge gains — leaving behind the giants of the S&P 500. The iShares Micro-Cap ETF, one of the best-known ETFs that invest in tiny companies worth around $500 million on average, returned 12.
Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 17, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) announced plans to expand its Houston-area footprint with the addition of two adjacent buildings in Pearland, Texas, adding approximately 388,000 square feet of manufacturing capacity. The move builds on its […]
Amkor Technology (AMKR) delivered earnings and revenue surprises of +41.45% and +1.97%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
