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.com - 2026-07-15 06:46:00

Shares of Applied Optoelectronics (NASDAQ:AAOI) jumped 6% to $119.10 in early trading Tuesday, rebounding from a rough Monday session on fresh news of a major Texas manufacturing expansion.

247wallst.com - 2026-07-14 10:30:18

Applied Optoelectronics (AAOI) offers an asymmetric entry point after a sharp post-earnings correction, with shares now trading at attractive valuations. Despite a Q1 revenue miss and ambiguous capex guidance, AAOI raised its CY26 revenue outlook by 10% to $1.1B, now implying 141% growth. Forward multiples have compressed to 8.4x CY26 sales, while gross margins are guided to expand by 1000 bps to ~40%, supporting a bullish risk/reward.

seekingalpha.com - 2026-07-14 08:18:08

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.com - 2026-07-14 07:00:00

You saw the chart. Applied Optoelectronics (NASDAQ:AAOI) went vertical this year, and your feed will not shut up about it.

247wallst.com - 2026-07-10 14:17:13

Applied Optoelectronics rides on surging 800G transceiver demand, expanding capacity and targeting major revenue growth as AI infrastructure needs accelerate through 2027.

zacks.com - 2026-07-10 13:46:07

Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.

zacks.com - 2026-07-06 13:01:20

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 the three.

247wallst.com - 2026-07-02 13:34:11

Subscribers to Schaeffer's Weekend Trader options recommendation service received this AAOI commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

schaeffersresearch.com - 2026-07-02 12:00:09

AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.

zacks.com - 2026-06-30 10:01:44

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.

247wallst.com - 2026-06-23 14:08:20

KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced record follow-on orders from Applied Optoelectronics, Inc. (NASDAQ: AAOI) for multiple Solstice® S8 advanced single-wafer wet processing systems to support the company's expanding production of optical devices in Houston.

globenewswire.com - 2026-06-23 08:00:00

AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.

zacks.com - 2026-06-22 11:45:15

Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are trading flat on Wednesday as the market continues to digest a momentum-heavy "AI datacenter plumbing" trade in optical connectivity. Here's what investors need to know.

benzinga.com - 2026-06-17 11:34:50

Applied Optoelectronics Inc. (NASDAQ:AAOI) shares are up over 9% on Monday as traders keep leaning into the AI datacenter "plumbing" narrative around optical connectivity and the idea that copper becomes a bottleneck at scale, even as the connectivity layer stays in focus. The move is also landing in a risk-on premarket tape, with the Nasdaq-100 up 2.07% and the S&P 500 up 1.25%.

benzinga.com - 2026-06-15 09:37:26

Applied Optoelectronics shares have fallen to around $160 from a $233 peak despite no meaningful deterioration in core fundamentals. Management targets 800G/1.6T capacity growth from 100,000 units monthly to 930,000 units by mid-FY27. Vertical integration and in-house InP laser production reduce supply-chain constraints amid industry-wide laser shortages.

seekingalpha.com - 2026-06-13 10:00:21

Applied Optoelectronics remains a buy as AI-driven demand for optical/photonics solutions far exceeds current supply. Growth is constrained by capacity, not demand, with major hyperscaler orders and significant manufacturing expansions underway to unlock further upside. Q2 guidance signals an 83% YoY revenue growth rate and an around breakeven EPS, despite ongoing gross margin softness.

seekingalpha.com - 2026-06-11 22:58:29

Applied Optoelectronics is seeing rebound trading Wednesday despite bearish momentum for the broader market. The stock is rising as investors reassess opportunities in optical networking plays.

fool.com - 2026-06-10 14:50:31

Applied Optoelectronics AAOI is trading at a premium, meaning investors are willing to pay more for the stock. Based on a forward 12-month Price/Sales (P/S), AAOI trades at 8.71x, compared with the Zacks Computer and Technology sector's 6.62x.

zacks.com - 2026-06-10 12:47:16

Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself.

247wallst.com - 2026-06-10 11:08:45

Applied Optoelectronics Inc (NASDAQ:AAOI) shares are up during Wednesday morning as traders lean into the AI data-center plumbing narrative around optical connectivity, even with major index ETFs pointing lower in early trading. Here's what investors need to know.

benzinga.com - 2026-06-10 09:41:11

SUGAR LAND, Texas, June 10, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced it is providing Spectrum with its QuantumLink™ remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum's footprint. AOI's expanding relationship with Spectrum reflects the growing convergence of hardware and software within modern broadband networks.

globenewswire.com - 2026-06-10 07:00:00

Nvidia reaffirmed pluggable optics through 2027, extending demand visibility for AAOI's 800G and 1.6T transceivers. AAOI disclosed over $324 million of hyperscaler orders and expects 2026 revenue to exceed $1.1 billion. Management stated demand exceeds manufacturing capacity through mid-2027, making production expansion the primary growth constraint.

seekingalpha.com - 2026-06-09 07:38:34

When the Nasdaq shed more than 1,100 points on Friday — its worst single-day drop in over a year — the instinct for retail traders was to buy the dip.

benzinga.com - 2026-06-08 15:47:33

AAOI is leaning into AI data-center upgrades, with 800G set to lead revenues and demand seen above capacity through mid-2027 as hyperscalers invest billions.

zacks.com - 2026-06-05 10:25:38

Investors searching for the biggest stock winners of 2026 may be surprised to learn they already own some of them through small-cap ETFs.

benzinga.com - 2026-06-03 14:54:10

I initiate coverage of Applied Optoelectronics with a Buy rating. The main growth drivers are the 800G and 1.6T transceiver ramp, the expansion of production capacity, and the company's ability to turn hyperscale AI demand into revenue. I estimate these drivers can support about $1.48 billion of 2027 revenue and about $287.6 million of adjusted EBITDA if execution remains on track.

seekingalpha.com - 2026-06-03 01:31:16

The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday.

247wallst.com - 2026-06-02 12:43:37

Applied Optoelectronics is experiencing hypergrowth, driven by surging demand for 800G/1.6T optical transceivers and aggressive capacity expansion. AAOI raised full-year revenue guidance to $1.1B, with management projecting sequential quarterly growth and a potential $6B annualized run rate by mid-2027. Despite margin compression and significant dilution, AAOI's valuation remains attractive at under 10x NTM sales for a company targeting 120% CAGR through FY28.

seekingalpha.com - 2026-06-02 08:30:16

The massive semiconductor rally is entering its third month, and it seems anything connected to semiconductors and data centers is going parabolic.

benzinga.com - 2026-06-01 15:27:34

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.

247wallst.com - 2026-06-01 15:15:47

AOI reported record revenue for Q1-2026. Demand is driven by data center and AI infrastructure growth. The company expects to exceed a billion in revenue for 2026.

seekingalpha.com - 2026-05-30 00:50:44

Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.

247wallst.com - 2026-05-29 14:13:02

The AI boom has already burned through one shortage after another.

247wallst.com - 2026-05-28 13:40:28

My read is bottleneck: CEO Thompson Lin told analysts on May 7 that actual demand is $1.4-1.5B while the $1.1B FY2026 guide is capped by production capacity. I'm bullish, and I hold a mid single-digit position in AAOI. My conviction is conditional on Q3 2026 confirming the revenue acceleration narrative. In a four-week stretch from March to April 2026, AAOI announced more than $324 million of new 800G and 1.6T orders from a major hyperscale customer.

seekingalpha.com - 2026-05-27 08:02:02

AAOI's shares surge 635.5% in six months as 400G/800G demand builds ---- yet valuation, competition and uneven earnings add caution.

zacks.com - 2026-05-21 12:05:47

Inside: five software stocks that map which businesses survive the AI Boom and which ones do not

investorplace.com - 2026-05-20 00:00:00

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) is off 9% and Coherent (NYSE:COHR) has slipped 6%.

247wallst.com - 2026-05-18 12:41:30

Its products range from transceivers and lasers to amplifiers and short-distance cables, all critical to telecommunications and digitization globally. The driving force in 2026 is datacenters and AI, but the technology spans use cases, as it enables faster, higher-bandwidth communications across the technology world, from chips and components to datacenters and hyperscale networking.

marketbeat.com - 2026-05-18 12:30:45

Applied Optoelectronics shares surged nearly 7X as hyperscaler demand for AI optical infrastructure accelerated beyond available supply. Management expects 800G and 1.6T optics demand to exceed production capacity through at least mid-2027, signaling strong visibility. AAOI plans a 350% increase in laser fabrication capacity while targeting shipments of 930,000 transceivers monthly by 2027.

seekingalpha.com - 2026-05-18 10:00:15

Applied Optoelectronics has surged 900% YoY, driven by AI demand and its position as a major US-based optical transceiver provider. AAOI's growth catalysts include hyperscaler contracts, a ramp in 1.6T transceivers, and proprietary in-house laser production, supporting rapid revenue expansion. Despite 51.4% YoY revenue growth and ambitious capacity plans, AAOI remains unprofitable and faces significant execution and customer concentration risks.

seekingalpha.com - 2026-05-18 09:21:45

Applied Optoelectronics (AAOI) has transformed from a struggling mid-cap into a $12B AI infrastructure contender, earning a buy rating. AAOI's vertical integration, especially in laser production, provides cost, supply chain, and R&D advantages over assembler-based competitors. Recent catalysts include a $20.9M Texas grant, aggressive capacity expansion, and strong hyperscaler partnerships with Amazon, Oracle, and Microsoft.

seekingalpha.com - 2026-05-15 09:18:12

AAOI teams with Mediacom on DOCSIS 4.0 network upgrades, supplying amplifiers and software to boost capacity, reliability and cut costs.

zacks.com - 2026-05-14 10:55:46

Fabrinet's Q3 FY26 blowout and upbeat Q4 outlook outshine Applied Optoelectronics' margin-hit loss in this post-earnings faceoff.

zacks.com - 2026-05-13 12:21:32

Applied Optoelectronics NASDAQ: AAOI expects a sharp second-half ramp in its data center optics business as demand for higher-speed transceivers continues to outstrip the company's manufacturing capacity, Chief Strategy Officer and Chief Financial Officer Dr. Stefan Murry said at Needham's 21st Annual Technology, Media and Consumer Conference.

marketbeat.com - 2026-05-13 10:08:01

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.

247wallst.com - 2026-05-13 10:03:03

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.

247wallst.com - 2026-05-12 15:07:55

Applied Optoelectronics Inc (NASDAQ:AAOI) is trading marginally higher Tuesday morning, even while the broader tape is risk-off and choppy. Here's what investors need to know.

benzinga.com - 2026-05-12 11:25:56

SUGAR LAND, Texas, May 12, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it is working with Mediacom to accelerate the upgrade and continued expansion of its fiber and coax network infrastructure. Mediacom, the fifth largest cable operator in the U.S. offering high-speed data, video, phone, and mobile services to more than three million homes and businesses across 22 states, announced plans last year to upgrade its network to offer faster upload and download speeds to 1 million homes by the end of 2026.

globenewswire.com - 2026-05-12 07:00:00

Applied Optoelectronics Inc (NASDAQ:AAOI) shares are trading sharply higher on Monday as traders lean back into high-momentum optical and AI-networking names, even after a recent bout of mixed guidance and choppy post-earnings moves. Here's what investors need to know.

benzinga.com - 2026-05-11 12:56:27