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$AAOI

7 articles found
5 positive
1 negative
1 neutral
GlobeNewswire Inc.GlobeNewswire Inc.··Na

AOI Lands $53M AI Datacenter Deal as Hyperscalers Race for 800G Capacity

Applied Optoelectronics secures $53M+ order for 800G datacenter transceivers from major hyperscaler, with additional orders anticipated as AI infrastructure scales globally through 2026 and beyond.
AAOIsupply chaindata center
GlobeNewswire Inc.GlobeNewswire Inc.··Na

AOI Unveils 25dBm Ultra-High Power Laser for AI Data Centers

Applied Optoelectronics showcases next-gen optical infrastructure at OFC 2026, secures first 1.6T transceiver order from major hyperscale customer.
AAOIAI infrastructuremanufacturing expansion
The Motley FoolThe Motley Fool··Emma Newbery

Ondas Surges on Palantir AI Defense Platform Partnership

Ondas stock jumps 5.24% following strategic partnership with Palantir and World View to develop AI-driven defense platform integrating drones, balloons, and robots.
PLTRAAOIONDSVIAVdefense contractorstock surge
GlobeNewswire Inc.GlobeNewswire Inc.··Na

AOI Lands $200M Data Center Chip Order as AI Boom Drives Transceiver Demand

AOI secures $200M order for advanced data center transceivers from hyperscale customer, ramping production to 500K units monthly by year-end.
AAOIproduction capacityAI workloads
The Motley FoolThe Motley Fool··Anders Bylund

Nvidia's Optical Tech Deals Ignite Broader Optoelectronics Rally

Nvidia's partnerships with Coherent and Lumentum boosted those stocks 14-15%, while smaller optics firms nLIGHT and Applied Optoelectronics surged 20-21% on acquisition speculation.
NVDAAAOILITECOHRLASRsemiconductorAI data centers
The Motley FoolThe Motley Fool··Will Healy

1492 Capital Makes Significant Bet on Applied Optoelectronics

1492 Capital acquires 215,987 shares of Applied Optoelectronics for $7.53 million, making it their third-largest holding, betting on AI-driven data center demand.
AAOIrevenue growthinstitutional investment
BenzingaBenzinga··Piero Cingari

Supreme Court Strikes Down Presidential Tariff Authority in 6-3 Decision

Supreme Court ruled 6-3 that President Trump lacked authority to impose tariffs without congressional approval, sparking market rally as trade barriers are invalidated.
MHAAOIGRALRNGCPRT+4Trump tariffsSupreme Court