{"ticker": {"uuid": "d5ec0d37-e308-4af0-9d61-77aede4f863e", "symbol": "AAOI", "name": "Applied Opt", "exchange": "NASDAQ", "country": "US", "sector": "Technology", "industry": "Communication Equipment"}, "articles": [{"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.283, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:01:00+00:00", "published_display": "12 Aug 2026 14:01", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.205, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.257, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.277, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings", "summary": "Quick Read Coherent and Lumentum are selling off 12% and 7% ahead of earnings after both stocks surged over 100% year to date at extreme valuations. Applied Optoelectronics slid just 1% after already reporting, while the SOXX ETF dropped only 1%, confirming the selloff is optics-specific, not a broad semiconductor unwind. Options markets lean defensive with put/call ratios of 1.54 and 1.19 as Lumentum and Coherent report earnings back-to-back this week. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Coherent didn't make the cut. Grab the names FREE today. ", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-falls-12-lumentum-drops-162541572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:25:41+00:00", "published_display": "10 Aug 2026 16:25", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.229, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Optical Networking", "Profit Taking", "Semiconductors"]}, {"title": "Best-Performing Leveraged Single-Stock ETFs of Last Week", "summary": "Wall Street was upbeat last week, with the S&P 500 surging about 3.6%, the Dow Jones adding about 3%, the Nasdaq Composite soaring about 5.2% (helped by a rebound in semiconductor stocks) and the Russell 2000 advancing about 3.5%. The major indexes advanced for a second straight week. All three large-cap indexes posted their strongest weekly gains since April, as quoted on CNBC. TheiShares Semiconductor ETF SOXX, meanwhile, gained more than 7% during the week. Stocks Rally As Jobs Data Eases Rate-Hike Fears U.S. stocks rallied Friday after a weaker-than-expected July jobs report eased concerns", "url": "https://finance.yahoo.com/markets/stocks/articles/best-performing-leveraged-single-stock-120000585.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:00:00+00:00", "published_display": "10 Aug 2026 12:00", "sentiment": "negative", "sentiment_pct": 32, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Price Target", "Rates", "Semiconductors"]}, {"title": "Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?", "summary": "Applied Optoelectronics AAOI stock gained 16% in the pre-market hours on Aug. 7, 2026, after it released better-than-expected results on Aug. 6. In the second quarter of 2026, the company achieved its fifth consecutive quarter of record revenues, reaching $191.9 million, which marked an 86% year-over-year increase and a 27% sequential rise from the first quarter. This robust performance was attributed to strong demand in both the data center and CATV (cable television) businesses. AAOI shares have also skyrocketed 256.4% in the year-to-date period, outperforming the Zacks Computer & Technology", "url": "https://finance.yahoo.com/markets/stocks/articles/hold-applied-optoelectronics-stock-post-180700125.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:07:00+00:00", "published_display": "07 Aug 2026 18:07", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.122, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Earnings", "Optical Networking", "Semiconductors"]}], "by_tier": {"direct": [{"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.283, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:01:00+00:00", "published_display": "12 Aug 2026 14:01", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.205, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.257, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.277, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings", "summary": "Quick Read Coherent and Lumentum are selling off 12% and 7% ahead of earnings after both stocks surged over 100% year to date at extreme valuations. Applied Optoelectronics slid just 1% after already reporting, while the SOXX ETF dropped only 1%, confirming the selloff is optics-specific, not a broad semiconductor unwind. Options markets lean defensive with put/call ratios of 1.54 and 1.19 as Lumentum and Coherent report earnings back-to-back this week. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Coherent didn't make the cut. Grab the names FREE today. ", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-falls-12-lumentum-drops-162541572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:25:41+00:00", "published_display": "10 Aug 2026 16:25", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.229, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Optical Networking", "Profit Taking", "Semiconductors"]}, {"title": "Best-Performing Leveraged Single-Stock ETFs of Last Week", "summary": "Wall Street was upbeat last week, with the S&P 500 surging about 3.6%, the Dow Jones adding about 3%, the Nasdaq Composite soaring about 5.2% (helped by a rebound in semiconductor stocks) and the Russell 2000 advancing about 3.5%. The major indexes advanced for a second straight week. All three large-cap indexes posted their strongest weekly gains since April, as quoted on CNBC. TheiShares Semiconductor ETF SOXX, meanwhile, gained more than 7% during the week. Stocks Rally As Jobs Data Eases Rate-Hike Fears U.S. stocks rallied Friday after a weaker-than-expected July jobs report eased concerns", "url": "https://finance.yahoo.com/markets/stocks/articles/best-performing-leveraged-single-stock-120000585.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:00:00+00:00", "published_display": "10 Aug 2026 12:00", "sentiment": "negative", "sentiment_pct": 32, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.192, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Price Target", "Rates", "Semiconductors"]}, {"title": "Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?", "summary": "Applied Optoelectronics AAOI stock gained 16% in the pre-market hours on Aug. 7, 2026, after it released better-than-expected results on Aug. 6. In the second quarter of 2026, the company achieved its fifth consecutive quarter of record revenues, reaching $191.9 million, which marked an 86% year-over-year increase and a 27% sequential rise from the first quarter. This robust performance was attributed to strong demand in both the data center and CATV (cable television) businesses. AAOI shares have also skyrocketed 256.4% in the year-to-date period, outperforming the Zacks Computer & Technology", "url": "https://finance.yahoo.com/markets/stocks/articles/hold-applied-optoelectronics-stock-post-180700125.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:07:00+00:00", "published_display": "07 Aug 2026 18:07", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.122, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Earnings", "Optical Networking", "Semiconductors"]}], "industry": [], "sector": []}, "total_fetched": 7, "total_unique": 7, "total_relevant": 7, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 7, "unique_stories": 7, "duplicates_removed": 0, "relevant_stories": 7, "current_evidence": 7, "direct_evidence": 7, "eodhd_articles": 7, "eodhd": {"configured": true, "status": "healthy", "calls_used": 70, "call_budget": 500, "budget_used_pct": 14.0, "requests_made": 14, "last_success_at": "2026-08-13T01:31:44.102323+00:00", "newest_seen_at": "2026-08-13T01:15:36+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3749, "unmapped_mentions": 1776}, "status": "healthy"}, "sentiment_summary": {"positive": 5, "negative": 1, "neutral": 1, "score": 65, "raw_score": 71, "total": 7, "evidence_count": 7, "effective_articles": 6.64, "direct_story_count": 7, "industry_story_count": 0, "sector_story_count": 0, "story_count": 7, "source_count": 1, "source_concentration": 1.0, "direct_share": 100, "dispersion": 18, "confidence": 72, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-12T17:22:27+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 82, "events": [{"event": "earnings", "label": "Earnings", "weight": 3.6, "count": 6}, {"event": "liquidity", "label": "Balance sheet", "weight": 0.6, "count": 1}], "positive_events": 5, "negative_events": 1, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 7, "unique_stories": 7, "duplicates_removed": 0, "relevant_stories": 7, "current_evidence": 7, "direct_evidence": 7, "eodhd_articles": 7, "eodhd": {"configured": true, "status": "healthy", "calls_used": 70, "call_budget": 500, "budget_used_pct": 14.0, "requests_made": 14, "last_success_at": "2026-08-13T01:31:44.102323+00:00", "newest_seen_at": "2026-08-13T01:15:36+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3749, "unmapped_mentions": 1776}, "status": "healthy"}}, "market_context": {"has_market_context": true, "latest_close": 135.63, "latest_week": "2026-08-07", "one_week_move": 43.8, "four_week_move": 13.1, "twelve_week_move": -28.8, "trend_signal": "0", "trend_label": "Trend inactive", "trend_tone": "negative", "market_dynamics": -0.992477, "market_dynamics_buy_signal": false, "relative_strength": 56.39606, "fair_value_gap": 257.1, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "undecided", "expectation_probability": 49.33, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+43.8% over one week, +13.1% over four weeks, trend inactive, and materially above fair value."}, "interpretation": {"label": "News confirmed by price", "tone": "positive", "classification": "confirmed_positive", "summary": "Constructive news tone is being confirmed by positive weekly price action.", "confidence": 73, "badges": ["Sentiment-trend disagreement", "Positive but stretched"], "opportunities": [], "risks": ["Positive news is arriving while the Sharemaestro trend signal is inactive.", "Constructive tone is arriving with price materially above fair value."], "event_label": "Earnings", "sentiment_word": "constructive"}, "charts": {"sources": [{"label": "finance.yahoo.com", "count": 7}], "tiers": [{"label": "Direct company coverage", "count": 7}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 6}, {"label": "Balance sheet", "count": 1}]}, "insights": [{"label": "Weighted tone", "value": "65/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "72/100", "tone": "positive", "text": "6.64 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "News confirmed by price", "tone": "positive", "text": "Constructive news tone is being confirmed by positive weekly price action."}, {"label": "Primary event", "value": "Earnings", "tone": "positive", "text": "82/100 classification confidence."}, {"label": "Company focus", "value": "7", "tone": "positive", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "18/100", "tone": "positive", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend inactive", "tone": "negative", "text": "+43.8% over one week, +13.1% over four weeks, trend inactive, and materially above fair value."}, {"label": "Latest direct headline", "value": "Positive", "tone": "positive", "text": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through"}], "updated_at": "2026-08-13T01:38:34.275193+00:00", "detail_intelligence": {"headline": "News confirmed by price", "summary": "Constructive news tone is drawn from 7 fresh independent stories, including 7 company-specific items across 1 publishers.", "status": "measured", "metrics": [{"label": "Weighted tone", "value": 65, "display": "65", "tone": "positive", "note": "Constructive news 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