🟢 Applied Optoelectronics is trading 16.8% up today on reports of a U.S. ban on Chinese optical transceivers

Applied Optoelectronics is trading 16.8% up at $128.75 following reports that the U.S. is drafting a ban on new Chinese-made optical transceiver imports to protect domestic AI infrastructure.

• The proposed policy shift positions domestic suppliers like Applied Optoelectronics as primary beneficiaries, drawing significant retail and options-driven momentum.
• The stock is notably bucking broader semiconductor sector weakness, driven by this company-specific regulatory tailwind.