Group 1 - Applied Optoelectronics has experienced a rebound from its spring lows due to the artificial intelligence boom, which is driving demand for data centers and essential components [1] - Revenue for Applied Optoelectronics is projected to surge through 2027 following a strategic partnership with Amazon and confirmed major product deliveries to Charter Communications [1] Group 2 - Eaton has been recognized for its sustainability efforts and robust returns, positioning it at the top of IBD's 2025 list of the 50 most sustainable companies [2]