Changes in US stocks | Optical Communications concept stocks strengthened at the beginning of the market Applied Optoelectronics (AAOI.US) rose more than 7%

The Zhitong Finance App learned that on Monday, optical communication concept stocks strengthened at the beginning of the market. Applied Optoelectronics (AAOI.US) rose more than 7%, MRVL.US (MRVL.US) rose nearly 5%, Credo Technology (CRDO.US) rose nearly 4%, and POET Technology (POET.US) rose nearly 2%. According to the news, Applied Optoelectronics previously announced strong results for the second quarter of 2026. In an earnings call, the company's management positioned the second quarter as an important turning point — the company regained non-GAAP profitability, driven by record revenue growth. Management said demand for AI infrastructure remains strong. At the same time, the company has repeatedly emphasized that demand for 800G and the upcoming 1.6T products in particular is exceeding its current production capacity. The third quarter results guide shows that the company expects a significant increase in revenue and profit.

Cathay Pacific Haitong Securities indicated that AAOI's performance was in line with expectations, and production capacity guidelines were revised again. Scale-up (scale-up) optical interconnection technology with CPO and NPO as the core has officially entered the commercial implementation cycle, opening up a full new market for the industry, and the value weight of optical connectivity in the AI computing power cluster is expected to continue to rise.