Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead
As of 12:16 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are in the middle of the trading session. In that context, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is having a very “AAOI day”: big move, big volume, big opinions. Around midday, AAOI shares traded near $37.75, down roughly $3.25 (about 7.9%) on the day, after opening around $41.00 and touching an intraday low near $37.65. Meanwhile, broader U.S. benchmarks look comparatively calm—SPY was modestly lower and QQQ was near flat around the same time—setting up a classic “market quiet, single stock loud” tape. So what’s driving