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

With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.

24/7 Wall Street • 7 hours ago

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11% to $241.62 midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock falling 10% to $87.89 and Lumentum (NASDAQ:LITE) stock off 9% to $644.56.

24/7 Wall Street • 6 hours ago

Applied Optoelectronics: The Investment Case Is Simpler Than It Looks

While investors have recognized Applied Optoelectronics's role in AI infrastructure, I believe the market still underestimates the scale of the business the management is building. The investment case is remarkably simple: management either executes on its manufacturing expansion—or it doesn't. If execution succeeds, AAOI's long-term earnings power could be several times higher than what today's valuation implies.

Seeking Alpha • Jul 22, 2026

AAOI's Optical Networking Demand Rise: A Sign for More Upside?

Applied Optoelectronics sees surging demand for AI-driven optical networking products as it expands U.S. manufacturing, but intensifying competition could test its momentum.

Zacks Investment Research • Jul 21, 2026

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 results for its second quarter ended June 30, 2026, on Thursday, August 6, 2026.

GlobeNewsWire • Jul 16, 2026

AAOI Expands Texas Manufacturing to Scale AI Optics Production

Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.

Zacks Investment Research • Jul 16, 2026

AAOI vs. MXL: Which AI Data Center Infrastructure Stock Has an Edge?

Applied Optoelectronics is seeing strong AI data center demand, but MaxLinear's broader product momentum, hyperscaler adoption, and earnings consistency give it an edge.

Zacks Investment Research • Jul 16, 2026

Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools

Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.

24/7 Wall Street • Jul 15, 2026

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 provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of their underlying target stocks.

PRNewsWire • Jul 15, 2026

AOI Begins Expansion of Pearland Manufacturing Campus to Scale 800G and 1.6T Optical Transceiver Production

SUGAR LAND, Texas, July 14, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity. The buildout of these properties, located at 14621 Kirby Drive and 11555 N.

GlobeNewsWire • Jul 14, 2026