Semiconductor News & Analysis Feed

AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? Maharathi Basu Mon, June 22, 2026 at 7:45 AM PDT 5 min read NVTS -9.70% AAOI -13.89% Explore stocks on Coinbase Trading disclosure Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi

News / Zacks / AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? 4 min read NVTS −9.70% AAOI −13.89% Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli

Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti

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