U.S. stock market midday update: Applied Optoelectronics rises 8.76%, trading volume surges, sector trend attracts market attention?

U.S. Stock Market Midday Update Applied Optoelectronics, Inc. rose 8.76%, with increased trading volume and no significant news recently. The trading is active, and the capital flow is evident. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation. Stocks with High Trading Volume in the Industry Lumentum Holdings rose 4.45%. Based on recent key news: On December 9, IQE announced a multi-year high-capacity strategic epiwafer supply agreement with Lumentum, driving the stock price up. This agreement will extend advanced sensing technology to the next generation of consumer and automotive products, enhancing market confidence. On December 9, strong demand for EMLs and narrow-linewidth lasers drove Lumentum's stock price up. Despite major capacity expansions, supply remains lagging, and significant new revenue sources are expected starting in 2026. On December 9, analysts held a cautious view on Lumentum's long-term prospects, believing it lacks a competitive advantage in the AI supercycle, which may affect its valuation. Analysts recommend holding, reflecting market concerns about its future growth. The technology sector shows strong demand, with evident capital inflow. Cisco rose 1.15%. Based on recent key news: On December 9, Cisco partnered with HGC Global Communications to launch Commercial Secure Broadband 2.0, enhancing the convenience and appeal of cybersecurity solutions. This move drove Cisco's stock price up, with significant increases in trading volume. Source: HGC Communications On December 8, Cisco was considered to have a significant position in the AI infrastructure space. Although its growth is not as strong as other companies, its profitability is robust, and FY2026 guidance has been raised, showing a positive trend. Source: MarketBeat On December 9, Cisco collaborated with OpenAI, Oracle, and Nvidia to create the Stargate AI Campus in the UAE, aimed at enhancing AI research and deployment, further solidifying its leadership position in the AI field. Source: Dell'Oro Group. Technology stocks face policy changes and market risks. Ondas rose 3.32%, with increased trading volume. Based on recent key news: On December 8, Ondas Holdings announced plans to invest up to $11 million in a drone combat group to accelerate the acquisition of advanced Ukrainian drone technology. This move is seen as a strategic expansion for the company in the drone technology field, driving the stock price up. On December 8, Ondas Autonomous Systems globally delivered AI-driven defense and security platforms, while Ondas Networks provided software-defined wireless broadband technology for critical IoT applications. Technical sentiment signals a buy, and the market holds an optimistic view on its technological prospects, boosting the stock price On December 8th, Ondas Holdings released a press release emphasizing the risk factors listed in the quarterly report and stated that it does not undertake the obligation to update or revise any forward-looking statements. Nevertheless, the market remains optimistic about its future development, supporting the rise in stock prices. The expansion in drone technology has led to a positive market outlook. Stocks Ranked Among the Top by Market Capitalization in the Industry Arista Networks rose by 0.55%. Based on recent key news: On December 9th, MarketBeat pointed out that Arista Networks was not included in the list of five stocks recommended by top analysts. Although Arista Networks currently holds a moderate buy rating among analysts, top analysts believe that five other stocks offer better investment value. This news may have affected market confidence in Arista Networks, leading to stock price fluctuations. On December 8th, Arista Networks released its latest financial report, showing that its quarterly revenue growth exceeded market expectations. Strong financial performance boosted investor confidence, driving the stock price up. On December 7th, the technology sector performed strongly overall, driving related stocks higher. As one of the industry leaders, Arista Networks benefited from the positive sentiment towards tech stocks, resulting in a rise in its stock price. The technology sector has shown strong performance recently, with significant capital inflows