U.S. Stock Market Trends | Optical Communication Concept Stocks Strengthen at the Opening, Applied Optoelectronics (AAOI.US) Rises Over 7%

According to the Zhithong Finance APP, on Monday, optical communication concept stocks strengthened in early trading, with Applied Optoelectronics (AAOI.US) rising over 7%, Marvell Technology (MRVL.US) gaining nearly 5%, Credo Technology (CRDO.US) increasing nearly 4%, and POET Technology (POET.US) up nearly 2%. In terms of news, Applied Optoelectronics previously announced strong performance for the second quarter of 2026. The company's management positioned the second quarter as a significant turning point driven by record revenue growth, the company returned to Non-GAAP profitability. Management stated that demand related to AI infrastructure remains strong. Meanwhile, the company repeatedly emphasized that demand, particularly for 800G and the soon-to-be-launched 1.6T products, is exceeding its current production capacity. The guidance for the third quarter indicates that the company expects significant increases in revenue and profits.