Applied Opt News - July 7, 2026

🔴 AAOI is trading 4.7% down today as B. Riley warns of structural headwinds to AI transceiver demand

AAOI is trading 4.7% down at $117.57 after B. Riley downgraded the stock to Neutral, citing significant structural headwinds for AI data-center...

Applied Optoelectronics Downgraded, New Tech Could Halve Transceiver Demand

B. Riley downgraded Applied Optoelectronics to Neutral from Buy. The firm established a $129 price target. New network architectures at Amazon and OpenAI...