On September 17, Applied Optoelectronics rose 5.44% in regular trading, trading at approximately $100.28/share, with turnover of $214 million. The stock staged a technical recovery following a sharp sell-off earlier in the week.

The rebound was driven by a broad recovery across the optical communication sector after the September 14 plunge, when AI industry leaders — including Anthropic's CEO, OpenAI's Sam Altman, and Elon Musk — jointly called for slowing frontier AI model development, triggering fears of reduced cloud infrastructure capital expenditure. Applied Optoelectronics had dropped over 9% in that session alone. On September 17, sector peers rallied in tandem, with Ciena up 7.72%, Nokia up 6.56%, Arista Networks up 2.76%, and Cisco up 1.74%. Multiple analysts emphasized that the AI slowdown rhetoric remains at the verbal level, with no confirmed capital expenditure cuts or order cancellations, characterizing the prior sell-off as largely sentiment-driven rather than a reflection of deteriorating fundamentals.

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