AAOG is trading at $4.80, up 9.09% on August 12, 2026, primarily tied to its concentrated 2x exposure to Applied Optoelectronics, which reported record $191.92 million quarterly revenue and adjusted EPS of $0.06, beating expectations.
- Broader semiconductor and optical-communications strength is reinforcing the rally, with SOXX up nearly 2% and Lumentum gaining 8.5%.
- July CPI matched expectations, supporting a positive technology-market backdrop.