US Stock Movement | Optical communication concept stocks strengthened in early trading, Applied Optoelectronics (AAOI.US) rose over 7%

智通财经APP has learned that on Monday, optical communication concept stocks strengthened at the opening, with Applied Optoelectronics (AAOI.US) rising over 7%, Marvell Technology (MRVL.US) up nearly 5%, Credo Technology (CRDO.US) increasing almost 4%, and POET Technology (POET.US) gaining close to 2%. In terms of news, Applied Optoelectronics previously announced strong results for the second quarter of 2026. During the earnings conference call, the company's management identified the second quarter as an important turning point—driven by record revenue growth, the company returned to Non-GAAP profitability. Management stated that demand related to AI infrastructure remains robust. Meanwhile, the company repeatedly emphasized that demand for its 800G and upcoming 1.6T products is exceeding current production capacity. The third-quarter performance guidance shows the company expects significant growth in both revenue and profits.