AAOI

Applied Optoelectronics, Inc. (AAOI) stock has experienced significant positive momentum over the past six months, driven by its increasing role in AI infrastructure. On May 8, 2026, equity grants were announced to employees. On May 7, 2026, the company reported its first-quarter 2026 results, highlighting strong demand and the first volume shipment of its 800G products. On April 29, 2026, AAOI was awarded a $20.9 million grant from the Texas Semiconductor Innovation Fund. On April 17, 2026, the company announced plans to expand its Houston-area manufacturing footprint. In early April 2026, Applied Optoelectronics secured a new $71 million order for 800G single-mode data center transceivers. In March 2026, the company received its first 1.6T volume order and an additional $53 million order for 800G transceivers. On February 27, 2026, Applied Optoelectronics reported its fourth-quarter 2025 earnings, showing a 34% revenue increase year-over-year.