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Applied Optoelectronics, Inc.

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ARTICLE · 3 MIN READ

SiLLC Tech Nexus | Market Update: Wall Street Is Testing the AI Trade

(msc, October 23 2026) Wall Street has clearly entered a more demanding phase. The Nasdaq lost 2.6% on Thursday, with AI infrastructure, semiconductors and optical networking stocks taking another serious hit. Rising financing costs, concerns about massive AI capital expenditure and renewed geopolitical tensions in the Middle East have created an uncomfortable mix for technology investors.
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