pictafolio/E+ via Getty Images Applied Optoelectronics ( AAOI ) surged 20% by the end of market trading on Thursday as the fiber-optic networking company inked a sizable deal. It was up another 5% during early post-market trading. The Sugar Land, Texas-based company confirmed today it received a new $71M order for 800G single-mode data center transceivers from one of its major hyperscale customers. This customer has now made $124M in orders since mid-March. "This increased order for our 800G transceivers reflects both the customer's confidence in AOI and the growing demand for 800G optics," said Thompson Lin , founder and CEO of Applied Optoelectronics. "Following product qualification, we expect to begin delivering both the initial order—totaling more than $53 million—and this additional order in the second quarter. We anticipate completing delivery of the initial order in the third quarter, with this new order by the end of this year. We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale data center customer." Shares of Applied Optoelectronics have rocketed 200% year-to-date. However, it has been volatile over the past month, with closing prices ranging from $84 to $127 over that time frame. More on Applied Optoelectronics Why I'm Buying Applied Optoelectronics, Despite Its Dark History Applied Optoelectronics: The Future For Light Is Bright I Was Early On Applied Optoelectronics, Here's What's Next Applied Optoelectronics secures $71 million order for 800G transceivers Memory, storage and optical stock declines drag down chip sector

周四美股成交额第1名 特斯拉 收跌5.44%，成交292.47亿美元。特斯拉一季度交付不及预期，电动车市场持续承压。该公司公布的2026年第一季度交付数据低于华尔街预期，这是该公司连续第二个季度未能达到市场预估，反映出传统汽车业务面临的持续挑战。 特斯拉周四宣布，2026年第一季度全球交付量为358023辆。这一数字低于分析师平均预期的372160辆，也低于Visible Alpha的368903辆预期。 分车型来看，Model 3和Model Y合计交付341893辆，同比增长约5.6%。其他车型（包括Cybertruck以及即将停产的Model S和Model X）交付16130辆。 第2名英伟达收高0.93%，成交248.44亿美元。周四有报道称，因算力紧张，英伟达四年前发布的H100租赁费用近半年竟然飙升近40%。 该报道称，英伟达在2022年3月GTC上发布、同年秋季开始出货的产品H100芯片在租赁市场迎来身价“V型”反转的高光时刻。 据半导体研究机构SemiAnalysis周四推出的“H100一年期租赁合约价格指数”，这款“老芯片”的租赁合约价格从2025年10月触及每小时1.7美元后，已经在今年3月飙升至每小时每块GPU 2.35美元，飙升近40%。 第3名 美光 收跌0.44%，成交182.98亿美元。瑞穗称美光、 闪迪 抛售过度，重申“跑赢大盘”评级。该机构正在反驳近期美光科技和闪迪的抛售行情，认为投资者对潜在“存储周期见顶”的担忧可能被夸大。 在给客户的一份报告中，瑞穗分析师维贾伊·拉凯什表示，这两只个股的疲软可能反映的是市场情绪而非基本面，并指出与人工智能相关的结构性需求驱动因素可能持续增强而非消退。 拉凯什强调了AI效率方面的最新进展，包括2025年首次探索的TurboQuant——现在有更多结果显示其推理性能得到改善——以及 谷歌 新发布的算法。他认为，这类进步可能强化一种熟悉的模式：更高的效率驱动更大的使用量。他引用了以往的周期——虚拟化最终增加了服务器需求，以及2025年DeepSeek推出之际，尽管最初有人担心增长放缓，但AI增长反而加速。 展望未来，拉凯什指出了多项可能进一步支撑存储需求的技术变革，包括从铜缆向带宽显著更高的光网络过渡——他认为这可能会增加而非减少AI服务器的资本支出。他还指出，KV缓存压缩技术有望支持更大规模的语言...

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Ingersoll Rand Inc (Symbol: IR) has taken over the #302 spot from Xylem Inc (Symbol: XYL), according to The Online Investor. Market capitalization is an important dat

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Prudential Financial Inc (Symbol: PRU) has taken over the #274 spot from Kimberly-Clark Corp. (Symbol: KMB), according to The Online Investor. Market capitalization i

总台记者4月2日获悉，俄罗斯总统助理乌沙科夫当天接受俄媒采访时表示，霍尔木兹海峡对俄罗斯开放。乌沙科夫表示，中东局势严峻。他还表示，美方并未就调解中东局势向俄方提出诉求。（央视新闻）

First-quarter deliveries fall short of 372,160 estimates despite 6.3% year-over-year growth

格隆汇4月3日｜美国中央司令部否认伊朗声称“在霍尔木兹海峡的格什姆岛击落了一架‘敌方’战斗机”的说法。

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, HP Inc (Symbol: HPQ) has taken over the #391 spot from PTC Inc (Symbol: PTC), according to The Online Investor. Market capitalization is an important data point for i

格隆汇4月3日｜美国中央司令部否认伊朗声称“在霍尔木兹海峡的凯什姆岛击落了一架‘敌方’战斗机”的说法。

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Arch Capital Group Ltd (Symbol: ACGL) has taken over the #270 spot from Block Inc (Symbol: XYZ), according to The Online Investor. Market capitalization is an importa

“袭击包括未完工桥梁在内的民用设施，不会迫使伊朗人投降，”伊朗外交部长阿巴斯·阿拉格在X平台发文表示。 美国总统唐纳德·特朗普此前表示，伊朗“最大的”桥梁已经“倒塌，再也无法使用 —— 后续还会有更多行动！” 责任编辑：丁文武

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

WTI升破每桶110美元，此前美国总统唐纳德·特朗普威胁在未来数周升级对伊战事，此举可能延长霍尔木兹海峡能源供应受阻的时间。 WTI大涨11%，全球基准布伦特收于109美元左右。 欧洲柴油期货基准价格升破每桶200美元，为2022年以来首次。 即期布伦特原油价格飙升至18年高位。 这一涨势紧随特朗普周三晚间的全国讲话，他当时暗示短期内对伊朗的打击可能会升级，并称冲突结束后霍尔木兹海峡“自然”会开放。 特朗普意外强硬的表态推动WTI即期价差在周四一度突破每桶16美元。 “市场没有为此做好准备，”TC ICAP能源专家Scott Shelton表示。“投资者原本预期会有缓和言论，结果却恰恰相反。” 在报道称伊朗正与阿曼起草协议以监管海峡通行后，油价自盘中高点回落。 俄罗斯总统助理乌沙科夫表示，霍尔木兹海峡对俄罗斯保持开放。 伊朗周四继续在波斯湾发动攻击，且未表现出启动谈判的意愿。 纽约时段，WTI 5月期货上涨11%，结算价报每桶111.54美元； 布伦特6月期货结算价上涨7.8%，报每桶109.03美元。 责任编辑：丁文武

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

watthanakul/iStock via Getty Images Investment Thesis Analyzing UiPath ( PATH ) and the root causes of its 30% decline in market value in 2026, we must not confuse volatility with the risk of a loss in the company’s fundamental value. The agency AI solutions sector has undergone a synchronized correction since my first recommendation, behind which lies a massive transformation of PATH. In 2026, agency AI resembles the "Wild West" era, where both IT giants like Microsoft ( MSFT ) and agile startups offering automation with direct code are entering the fray. In this context, PATH is pursuing a strategy of transitioning from a niche RPA player to a comprehensive AI solutions platform that enables the automation of organizations’ business processes. In parallel with high market volatility, the quarterly report from PATH exceeded expectations, starting with revenue and net profit growth and ending with updated forecasts for the coming calendar year. Analysts estimate the RPA market at $28.3 billion, but the company's transition to the agent AI segment allows it to scale its business by dividing the total market pie of $116 billion. This article identifies factors demonstrating PATH’s investment appeal, starting with a huge 40% discount to the median multiples of direct competitors, through to new partnerships and growth in orders for AI-based products. Therefore, despite pressure from new competitors and increased market volatility, I am reaffirming my "Buy" rating. Previous Theses The thesis underlying my previous research on UiPath has been the investment attractiveness of UiPath as an asset with strategic potential stemming from its decision to transition to a platform-based business model featuring AI-powered solutions. The first positive effects for the company, though, will not be seen until Q1 2026 at the earliest, and so the stock is still highly sensitive to market volatility. A result, PATH's market value has declined by 22% from the time of the first recommend...

The Standard & Poor's 500 rose 3.4% this week as investors sought reasons to be hopeful that an end

Ed Yardeni, president of Yardeni Research, declared Monday as the market bottom and is maintaining his year-end S&P 500 ( SP500 ) target of 7,700 despite recent volatility. The veteran market researcher noted that the recent 9% drop in the S&P 500 ( SP500 ) aligned closely with his forecast of a 10% to 15% correction, reinforcing his conviction that the worst is behind investors. In an interview with CNBC, Yardeni explained that geopolitical developments have provided the “exit ramp” that markets were desperately seeking. “I think Monday was the bottom. Yes,” he said, pointing to U.S. President Donald Trump’s recent speech and accompanying reports that suggested a resolution to what investors feared could become an endless conflict. The market’s reaction to these developments has been swift and positive. On the question of elevated oil prices ( CL1:COM ), ( CO1:COM ), Yardeni expressed confidence in the U.S. economy’s ability to weather the storm. He noted that as an exporter of oil and gas, the U.S. actually benefits from higher prices, unlike many overseas economies. “One way or another, the oil is going to come out of the Persian Gulf,” he said, citing ongoing discussions between Iran and Oman to coordinate traffic through the strait as evidence that tensions are de-escalating. Technology stocks ( VGT ), ( XLK ), ( IYW ), ( IXN ) have also regained their appeal after valuations dropped to more attractive levels. Yardeni pointed out that price-to-earnings ratios for the Magnificent Seven ( MAGS ), ( MAGX ) fell from 31 to as low as 22 in recent trading sessions. “I think tech got relatively cheap again,” he explained, noting that he moved from an underweight position to market weight on these leading tech names just days ago. The current market environment mirrors previous instances where the postponement of worst-case scenarios fueled significant rallies. Yardeni compared the situation to Liberation Day in April, when Trump’s postponement triggered a 10% market s...