Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally

Shares of Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) surged 14% to $932 on Wednesday afternoon after a blowout fiscal Q4 report the prior evening.

24/7 Wall Street • 10 hours ago

Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review

Bloom Energy's stock performed well as market adoption for its fuel cell offering continued to gain steam among some of the largest participants in the global AI infrastructure buildout. The optical industry has seen unprecedented demand given the massive hyperscaler capital expenditure announcements. Karman's stock lagged after reporting a quarter that came in slightly below market expectations on organic growth.

Seeking Alpha • Aug 11, 2026

Best-Performing Leveraged Single-Stock ETFs of Last Week

Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.

Zacks Investment Research • Aug 10, 2026

AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp

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

Zacks Investment Research • Aug 7, 2026

Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y

AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.

Zacks Investment Research • Aug 7, 2026

Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan

SUGAR LAND, Texas, Aug. 07, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 1,048 shares of common stock to 4 new employees, with a grant date of July 31, 2026, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).

GlobeNewsWire • Aug 7, 2026

Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?

AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.

Zacks Investment Research • Aug 7, 2026

These AI ‘Pick and Shovel' Plays Soared on Friday

Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.

Investopedia • Aug 7, 2026

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Applied Optoelectronics reported second-quarter 2026 GAAP revenue of $191.9 million, versus $103 million in the 2025's second quarter.

24/7 Wall Street • Aug 7, 2026

This AI Stock Is Surging. Can It Shake the ‘Meme Stock' Label?

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

Barrons • Aug 7, 2026