1、行情催化 24日，Meta与AMD协议加强AI信心，海外科技股整体上涨，AMD+8.77%，Intel+5.71%，台积电+4.28%，AAOI +4.28%，高通+3.11%，苹果+2.24%。 开源电子|AI早餐会260225 1、行情催化 24日，Meta与AMD协议加强AI信心，海外科技股整体上涨，AMD+8.77%，Intel+5.71%，台积电+4.28%，AAOI +4.28%，高通+3.11%，苹果+2.24%。 2、行业速递 ①# 终端： 苹果将把部分 Mac Mini台式机的产从亚洲转移到美国休斯顿，Khan表示，Mac Mini的产将继 开源电子|AI早餐会260225 2、行业速递 ①# 终端： 苹果将把部分 Mac Mini台式机的产从亚洲转移到美国休斯顿，Khan表示，Mac Mini的产将继续在亚 洲进行，美国组装线将满本地需求。 ②# 算力： Meta与AMD签署多年期协议，预期将部署高达6GW的图形处理器（GPU），首批1GW的搭载MI450 GPU的AMDHelios机架级服务器将于2026年下半年出货。 ③# AI基座： 苹果公司表示，2026年将采购超1亿片台积电亚 ...

Investors with a lot of money to spend have taken a bullish stance on Applied Optoelectronics (NASDAQ:AAOI).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AAOI, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options ...

Since ChatGPT’s debut in late 2022, the ensuing rise of frontier generative-AI models has unleashed an arms race for compute. This has turbocharged demand for GPUs, as evidenced by AI darling Nvidia’s (Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...

Core Viewpoint - Applied Optoelectronics Inc. (NASDAQ:AAOI) has experienced significant stock performance, reaching a nine-year high as investors prepare for its upcoming earnings report for Q4 and full-year 2025 [1]. Financial Performance Expectations - For Q4 2025, the company anticipates revenues between $125 million and $140 million, representing an implied growth of 24.6% to 39.6% compared to $100.3 million in Q4 2024 [3]. - The company expects to incur a non-GAAP net loss ranging from $2.8 million to $9 million, translating to a loss per share of $0.04 to $0.13 based on approximately 70.3 million shares outstanding [3]. - Non-GAAP gross margin is projected to be between 29% and 31% [3]. Upcoming Events - The company will release its financial results after market close on Thursday, February 26, followed by an investor call to discuss the results [2]. - An investor session is scheduled for March 17, 2026, during the Optical Fiber Communication Conference and Exhibition in Los Angeles, where Chief Finance and Strategy Officer Stefan Murry will present [4].

A historic Supreme Court ruling invalidating President Donald Trump's sweeping global tariffs triggered a sharp rally across U.S. equities Friday, as investors cheered the removal of duties that had reshaped trade flows and markets for nearly a year.The decision, issued Friday, held that the International Emergency Economic Powers Act does not authorize the president to impose tariffs. Chief Justice John Roberts wrote that Article I of the Constitution grants Congress alone the power to levy duties and taxe ...

经济观察网 应用光电（AAOI）作为光通信产品供应商，其股票在2026年有几个值得关注的事件，主要 基于公司公开披露的业绩会议和规划。以下信息整理自近期公告和行业分析。 近期事件 2025财年全年业绩电话会议：公司已计划于2026年2月26日举行2025年第四季度及全年业绩电话会议， 届时管理层将讨论财务业绩和未来展望。 以上内容基于公开资料整理，不构成投资建议。 有线电视业务产品升级：公司计划在2026年推出节点产品和QuantumLink软件工具，专注于拓展二级运 营商市场。 这些事件反映了公司在AI数据中心和有线电视网络升级领域的布局。 800G收发器批量发货与产能提升：根据2025年12月的业绩会议，公司计划在2026年实现800G产品的多 客户突破，并将月产能从2025年底的约10万件提升至2026年年中的20万件。 1.6T技术商业化进展：公司预计2026年下半年客户对1.6T收发器的需求将开始显现，目前已具备生产能 力。 新工厂投产：位于舒格兰的工厂（面积210,000平方英尺）计划于2026年年中投产，以支持产能扩张。 ...

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that AOI management will host an investor session in conjunction with the Optical Fiber Communication Conference and Exhibition (OFC) in Los Angeles, California. Event: AOI OFC Investor SessionDate: Tuesday, March 17th, 2026Time: 4:00 p.m. Pacific time / 6:00 p.m. Central timePresenter: Stefan Mu ...

SUGAR LAND, Texas, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced the Company will present via a fireside chat at the following investor conference: Event: Raymond James & Associates’ 47th Annual Institutional Investors ConferenceDate: Tuesday, March 3rd, 2026Time: 9:15 a.m. Eastern time / 8:15 a.m. Central timePresenter: Stefan Murry, Chief Financial Officer a ...

Core Insights - Applied Optoelectronics, Inc. (AOI) has commenced construction on a new 210,000 square foot manufacturing facility in Sugar Land, Texas, which is a significant milestone for the company [1][2] - The company plans to increase its investment in the facility and headquarters from $150 million to potentially $300 million by the end of next year, aiming to create 500 local jobs related to automated production lines [2] Company Overview - AOI is a leading developer and manufacturer of advanced optical and Hybrid Fiber-Coax (HFC) networking products, serving tier-one customers in cloud computing, CATV broadband, telecom, and FTTH markets [5] - The company has R&D facilities in Atlanta, GA, and manufacturing facilities in Sugar Land, TX, Taipei, Taiwan, and Ningbo, China [5] Strategic Importance - The expansion project is intended to support the growing needs of the AI and datacenter industry, positioning AOI as one of the largest domestic suppliers of optical transceivers [2] - Texas is recognized for its leadership in AI, which aligns with AOI's strategic goals for growth and expansion in the region [2] Community Engagement - The groundbreaking ceremony was attended by local officials, including the Mayor of Sugar Land, highlighting the community's support for AOI's expansion plans [2]

Group 1 - The stock price of Applied Optoelectronics (AAOI) has shown strong performance, becoming a focal point in the AI computing power sector, with a recent price of $48.32, a 21.10% increase over the past five days, and a year-to-date increase of 38.61% [1] - The stock's rise is notable against the backdrop of a 0.51% increase in the telecommunications sector, indicating robust market activity and interest in AI computing and hardware sectors, including optical communications [1] Group 2 - The integration of artificial intelligence and optoelectronic technology continues to attract attention, highlighted by a recent event in Hangzhou discussing the collaboration between optical technology and AI computing power [2] - The event emphasized the critical role of optoelectronic technology in addressing bandwidth and power consumption challenges, showcasing the potential for innovation in the sector [2] - Financing activity in the optical communication field is vibrant, as evidenced by Zhilian Technology's completion of angel round financing focused on optical switching chip development, which may indirectly benefit related companies in the industry [2]