Applied Optoelectronics (NASDAQ: AAOI) shares skyrocketed to $185.67 during regular trading, representing a single-day gain of 17.61%. The stock hit an intraday high of $191.98 as over 16 million shares exchanged hands, yielding a total turnover of $2.85 billion.The surge follows increased demand for high-speed optical modules, fueled by AI data center expansions. Key customers like Microsoft and Amazon have anchored business optimism, while the U.S. domestic manufacturing policy further supports valuation growth.Post-market activity held strong as shares slightly ticked up to $185.998, maintaining robust investor sentiment.This article does not constitute investment advice.

Nvidia commits $4bn to Lumentum and Coherent, locking in its core CPO supply chain; Lumentum's quarterly revenue doubled YoY while Coherent's order backlog stretches to 2028; Morgan Stanley projects the optical comms market to surpass $65bn by 2028. As the compute bottleneck shifts from GPUs to optical interconnects, is this optical rally a structural mega-theme — or just valuation froth?

Nvidia commits $4bn to Lumentum and Coherent, locking in its core CPO supply chain; Lumentum's quarterly revenue doubled YoY while Coherent's order backlog stretches to 2028; Morgan Stanley projects the optical comms market to surpass $65bn by 2028. As the compute bottleneck shifts from GPUs to optical interconnects, is this optical rally a structural mega-theme — or just valuation froth?

$4bn Bet on Optical Comms — Is the Main Uptrend Just Getting Started?

AAOI

AAOI surged 17.61% to $185.67 with 16 million shares traded, driven by strong demand for optical modules in AI data centers.

- Applied Optoelectronics (NASDAQ: AAOI) saw its stock price surge to $185.67, a 17.61% increase, with intraday highs reaching $191.98 and over 16 million shares traded.  
- The demand for high-performance optical modules driven by AI data centers has led to a surge in order flow, with attention on the company's production capacity and business strategies.  
- Major clients like Microsoft and Amazon are increasing financial support, contributing to positive market sentiment, which remains optimistic post-market with the stock slightly rising to $185.998.

Applied Optoelectronics Jumps 17% Amid AI Data Center Boom