8-K filing — APPLIED OPTOELECTRONICS, INC. (AAOI)

GlobalFoundries And Marvell Technology Expand Multi-Year Agreement To Increase Capacity For GFS's Silicon Germanium Technology At Its Burlington, Vermont, Facility To Support Demand For Optical Connectivity

Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data

Shares of fiber optic connectivity companies are trading higher. Ciena announced three-year targets to 2029 of sales CAGR of approximately 30%, adjusted gross margin of approximately 50%; adjusted operating margin of 32% to 35% and free cash flow margins of approximately 20%.

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?

Coherent Corp (COHR) has experienced a 24% monthly decline after a 155% annual surge. Despite premium valuation, the company's AI-focused portfolio, strong datacenter revenue growth (58.6% YoY), expanding margins, and capacity expansion plans support a positive long-term outlook. The stock is rated a Buy, though risks include hyperscaler spending cycles and customer concentration.