Stock Track | Applied Optoelectronics Soars 6.55% Intraday in Rebound From Sector Selloff Triggered by POET Order Cancellation

Stock Track04-29 23:19

Applied Optoelectronics (AAOI) stock is soaring 6.55% during intraday trading on Wednesday, marking a significant recovery for the optical communications company.

The surge represents a technical rebound following a sharp, contagion-driven selloff across the optical communication sector earlier in the week. The sector-wide decline was triggered by news that POET Technologies had cancelled all purchase orders from Celestial AI, after acquirer Marvell Semiconductor issued a cancellation notice citing alleged confidentiality breaches.

Applied Optoelectronics is viewed as a key beneficiary of the ongoing AI infrastructure buildout. Analysts highlight the company's vertically integrated manufacturing model and its pipeline for advanced 800G and 1.6T optical modules, positioning it as a scarce U.S.-based supplier for major North American cloud providers, which supports its recovery and longer-term growth trajectory.

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