U.S. stock night trading volatility: Applied Optoelectronics fell 3.09% in night trading, with shareholder dilution concerns suppressing the positive impact of fiber optic upgrades

U.S. Stock Night Market Movements Applied Optoelectronics fell 3.09% in the night market. Based on recent key news: On May 14, Applied Optoelectronics announced a partnership with Mediacom to accelerate the upgrade and expansion of its fiber and hybrid fiber-coaxial network infrastructure. This news attracted market attention but failed to offset the decline in stock price. On May 14, Applied Optoelectronics disclosed in an SEC filing that it may issue up to $600 million in common stock. This news raised concerns about shareholder dilution, leading to a drop in stock price. On May 12, Applied Optoelectronics' stock price surged due to strong earnings reports and demand for AI data centers, but analysts warned that the stock price could face a 25%-30% correction risk. The demand in the optical communication industry remains strong, with significant growth in AI infrastructure. Stocks with High Trading Volume in the Industry Lumentum Holdings fell 0.57% in the night market. Based on recent key news: On May 12, Lumentum announced its inclusion in the Nasdaq 100 Index, causing its stock price to soar by 16.52%. This news boosted market confidence, driving the stock price to a historic high. On May 11, Lumentum released its earnings report, showing a 90% year-over-year revenue growth, but it did not meet Wall Street expectations, leading to a stock price correction of about 10%. On May 13, Lumentum executives sold shares, which may raise market concerns about internal confidence in the company, affecting stock price volatility. The demand for AI is surging, and the optical communication sector is active. Ondas rose 1.52% in the night market. Based on recent key news: On May 14, Ondas reported first-quarter revenue of $50.1 million, more than a 1000% year-over-year increase. This growth was mainly driven by acquisitions and global expansion, pushing the stock price up by 20.09%. Source: Benzinga On May 14, the company raised its full-year revenue target for 2026 to at least $390 million, exceeding analysts' expectations of $377.693 million, indicating strong market demand and order backlog. Source: Benzinga On May 13, Ondas' stock price increased by about 37% over the past six months, primarily due to the rapid adoption of autonomous drone technology and increased demand for secure industrial-grade wireless networks. Source: TipRanks The demand for drone technology is strong, and market expansion is rapid. Cisco fell 0.43% in the night market. Based on recent key news: On May 14, Cisco reported its fiscal year 2026 third-quarter results, with revenue increasing by 12% year-over-year to $15.8 billion, and adjusted earnings per share rising by 10% year-over-year to $1.06, both slightly above market expectations. Cisco expects fourth-quarter revenue to be between $16.7 billion and $16.9 billion, with the low and high ends of the guidance approximately 5.6% to 6.8% higher than analysts' expectations; it anticipates fourth-quarter adjusted EPS to be between $1.16 and $1.18, respectively 8.4% to 10.3% higher than market expectations At the same time, the company expects full-year revenue to be between $62.8 billion and $63 billion, up from the previous estimate of $61.2 billion to $61.7 billion; the adjusted EPS for the year is expected to be between $4.27 and $4.29, higher than the analyst expectation of $4.16. In the highly anticipated AI-related aspects, Cisco expects that for the entire fiscal year 2026, orders from hyperscale cloud service providers will reach $9 billion, a significant upward revision of 80% from the previous estimate; so far, such orders have reached $5.3 billion. At the same time, Cisco announced a new round of layoffs starting May 14, with nearly 4,000 people to be laid off this quarter, less than 5% of the company's total workforce, aimed at shifting strategic focus to the rapidly growing AI market. After the earnings report and layoff announcement, Cisco's stock price, which had already risen 2.6% on Wednesday, accelerated its increase in after-hours trading, surging as much as 20%. On May 14, Citigroup raised Cisco's target price from $90 to $112. Analysts believe that Cisco's strategic adjustment in the AI field and better-than-expected performance are the main reasons for the target price increase. On May 14, JP Morgan raised Cisco's target price from $96 to $120. Analysts pointed out that Cisco's layout in the AI market and its excellent performance support its stock price increase. The AI market boom has driven a broad rise in technology stocks