AAOG is trading 6.1% up in pre-market, primarily reflecting Applied Optoelectronics’ post-earnings rally and AI-optics momentum.

  • AAOI reported $191.9 million in second-quarter 2026 revenue and $0.06 non-GAAP EPS; investors highlighted accelerating 800G AI-data-center demand.
  • Optical networking strengthened after favorable Lumentum results and expectations that proposed Chinese optical-hardware restrictions could benefit U.S. suppliers.
  • Positive Nasdaq futures and firmer risk sentiment add support, but the move is chiefly single-stock and sector-specific.