POET Technologies has shed nearly half its value from a May peak, yet institutional heavyweights are quietly building stakes as a landmark supply agreement hints at a manufacturing inflection that could reshape…
A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting a trade that has already handed early investors triple-digit gains this year.
Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a…
Goldman Sachs just identified a sector it believes could grow more than tenfold by 2028, and the biggest winner may not be a name most AI investors are watching yet.
Rich Duprey Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of…
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep…
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR | COHR Price Prediction) stock is off…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up…
The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday. Coherent‘s (NYSE:COHR | COHR Price Prediction) stock is up 16% to $422, leading the group after…
Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41. The single-session pop lifts the stock’s year-to-date (YTD) 2026…
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR | COHR Price Prediction) is off 8% to about…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction)…
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center…
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
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…
