AAOI
The Optical Super-Cycle: Applied Optoelectronics Surges 22.4% as Nvidia’s $4 Billion Bet Reshapes the AI Backbone
The landscape of artificial intelligence infrastructure underwent a seismic shift on March 2, 2026, as shares of Applied Optoelectronics (Nasdaq: AAOI) skyrocketed by 22.4%, reaching a historic high of approximately $107.55. This explosive rally was ignited by a dual-catalyst event: AAOI’s own blockbuster forward guidance and a