Applied Opt is trading 6% up now at $196.71, extending a powerful multi-day rally driven by enthusiasm for its role in AI data center optics and hyperscale demand.

  • Investors continue to react to strong Q1 results and robust shipments of 800G products.
  • Sentiment remains high following NVIDIA’s Computex commentary, which highlighted the critical need for high-speed optical transceivers across hyperscale data centers.