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AAOI stock plunges 17% after Meta CEO's AI investment remarks

Applied Optoelectronics · Jul 5, 2026 · NVIDIA
AAOI stock plunges 17% after Meta CEO's AI investment remarks
ai-model-capexdata-center-buildoutcloud-infrastructure-spending

The significant drop in Applied Optoelectronics' stock price signals investor concern that Meta's AI investment strategy may not translate into immediate or substantial demand for optical components, impacting suppliers in the data center and AI infrastructure sector.

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