Applied Opt is trading 5.7% up at $196.24 in pre-market, extending a sharp rally fueled by renewed enthusiasm for its AI data center optics exposure and large hyperscale orders.
- Investors are focused on the company’s 800G/1.6T hyperscale demand pipeline as a critical component of global AI infrastructure build-outs.
- Speculative interest remains high following a recent $20.9 million Texas grant, despite no fresh company-specific headlines before the opening bell.