Applied Optoelectronics is trading $118.83 (+4.45%) in after-hours trading after Nvidia reported fiscal second-quarter earnings above analyst expectations, supporting broader AI and semiconductor sentiment.

  • Nvidia posted adjusted EPS of $2.22 versus $2.10 expected and revenue of $96.22 billion versus $92.17 billion expected.
  • No new company-specific announcement was identified for August 26, 2026; the move appears sector-driven.
  • Recent $600 million equity offering remains a volatility risk.