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Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next
Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.
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LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer?
AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.
Stocktwits
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
Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’
In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”
Stocktwits
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
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
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%
Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8...
Yahoo! Finance: News
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
Applied Optoelectronics Says It Could Sell MoreIf It Could Make More
Applied Optoelectronics (AAOI) reports Q2 beat on surging AI transceiver demand and raises Q3 outlook. Get the full earnings breakdown!read more...
Benzinga
Why Is AAOI Stock Surging 10% Premarket?
Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
Stocktwits

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