NVDA to Report Earnings; Optical Communication Stocks Draw Attention (Related: LITE, AAOI, GLW, AXTI, COHR)

[Live Stream Summary] The optical communications sector has seen a flurry of recent news, with AAOI launching another financing plan this month. The company intends to raise approximately $600 million through an at-the-market (ATM) equity offering. This marks the third large-scale capital raising initiative by the company in 2026. Some analysts have expressed concern that frequent secondary offerings could significantly dilute existing shareholders' equity, fearing that the pressure from equity dilution may weigh on short-term stock performance. Today, we will spend 30 minutes discussing the stock's price trends in detail.

$Dell Technologies (DELL.US)$$Vertiv Holdings (VRT.US)$$Applied Digital (APLD.US)$$NEBIUS (NBIS.US)$$Super Micro Computer (SMCI.US)$$Arista Networks (ANET.US)$$NVIDIA (NVDA.US)$$Apple (AAPL.US)$$Netflix (NFLX.US)$$Costco (COST.US)$$Amazon (AMZN.US)$$Microsoft (MSFT.US)$$Taiwan Semiconductor (TSM.US)$$ASML Holding (ASML.US)$$Advanced Micro Devices (AMD.US)$$Broadcom (AVGO.US)$$Alphabet-C (GOOG.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Meta Platforms (META.US)$$Circle (CRCL.US)$$Coinbase (COIN.US)$$Strategy (MSTR.US)$$Coherent (COHR.US)$$Bitmine Immersion Technologies (BMNR.US)$$Marvell Technology (MRVL.US)$$CoreWeave (CRWV.US)$$NEBIUS (NBIS.US)$$GE Vernova (GEV.US)$$First Solar (FSLR.US)$$Vistra Energy (VST.US)$$Powell Industries (POWL.US)$$The Trade Desk (TTD.US)$$MongoDB (MDB.US)$$DigitalOcean (DOCN.US)$$Cloudflare (NET.US)$$Salesforce (CRM.US)$$Semtech (SMTC.US)$$Micron Technology (MU.US)$$SanDisk (SNDK.US)$$Applied Optoelectronics (AAOI.US)$$Astera Labs (ALAB.US)$$Credo Technology (CRDO.US)$$Lumentum (LITE.US)$$Ciena (CIEN.US)$$Coherent (COHR.US)$$Intel (INTC.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$POET Technologies (POET.US)$$AXT Inc (AXTI.US)$$Credo Technology (CRDO.US)$$Astera Labs (ALAB.US)$$Corning (GLW.US)$$Fabrinet (FN.US)$$Lumen Technologies (LUMN.US)$$POET Technologies (POET.US)$$Amphenol (APH.US)$$Ciena (CIEN.US)$$Taiwan Semiconductor (TSM.US)$$YOFC (06869.HK)$$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$$Intel (INTC.US)$$Futu Holdings Ltd (FUTU.US)$$Cisco (CSCO.US)$$Arista Networks (ANET.US)$$Dell Technologies (DELL.US)$$Hewlett Packard Enterprise (HPE.US)$$Amkor Technology (AMKR.US)$$ASE Technology (ASX.US)$$Amphenol (APH.US)$$STMicroelectronics (STM.US)$$United Microelectronics (UMC.US)$$Nokia Oyj (NOK.US)$$Tower Semiconductor (TSEM.US)$$AXT Inc (AXTI.US)$$SkyWater Technology (SKYT.US)$$E-mini NASDAQ 100 Futures (DEC6) (NQmain.US)$$NASDAQ (NASDAQ.US)$$S&P 500 Index (.SPX.US)$$Oracle (ORCL.US)$$Palantir (PLTR.US)$$Cerebras Systems (CBRS.US)$$Moderna (MRNA.US)$

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