Applied Optoelectronics stock jumps 14% to start 2026 as AI data-center optics rally
NEW YORK, January 4, 2026, 07:17 ET — Market closed Applied Optoelectronics’ shares jumped 13.6% in the last regular session on Friday, closing at $39.60. The stock traded between $35.82 and $40.06 during the session. The outsized move mattered because it came on the first trading day of 2026, when positioning and thinner liquidity can amplify swings in smaller, higher-volatility names. “Value is outperforming growth and AI infrastructure is up,” said Jed Ellerbroek, portfolio manager at Argent Capital, describing Friday’s broader tape. Reuters Applied Optoelectronics’ gain also landed alongside strength in optical and networking peers. Lumentum rose 4.7%, Coherent climbed