Shares of fiber optic connectivity companies are trading higher after reports suggesting that the Trump administration is drafting a ban on the use of Chinese data center components including optical transceivers.

Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Applied Digital jumped 9.8% after adding 75 MW of AI capacity, while numerous tech stocks posted gains.

Shares of fiber optic connectivity companies are trading higher amid catalysts that include OpenAI's recurring revenue run rate nearing $70 billion, Anthropic's reported $84.5 billion compute deal with SpaceX, and AMD's deal to buy World Labs for $8.2 billion, which may help buttress demand confidence for the sector.

30-Year Yield Hits 2002 High; Credit-Score Giant FICO Plunges 27%: Stock Market Today

Bloom Energy soars 13% and chips rally while the 10-year Treasury yield hits 5.29%, a 2007 high; oil slips, cruise lines surge and FICO crashes 27%.

Applied Optoelectronics Stock Slides Monday: What's Happening?

Applied Optoelectronics shares fall Monday afternoon, sliding alongside the broader fiber optic connectivity sector.

This AI Stock Is Trading Near Record Highs. Is It Too Late to Buy?

Amphenol, a maker of connectors and cables for AI infrastructure, is trading near all-time highs with strong fundamentals. Despite a 311.6% three-year gain, the company's Q2 results show 55% sales growth, 67% EPS growth, and a healthy book-to-bill ratio of 1.23, suggesting continued momentum. While the stock has underperformed peers this year, recent quarterly trends favor Amphenol, and analysts suggest the next leg of growth may still be ahead.

EXCLUSIVE: Beyond Nvidia: Why Jensen Investment's Allen Bond Favors Broadcom, KLAC, Amphenol

Jensen Investment's Allen Bond names Broadcom, KLA and Amphenol as AI infrastructure beneficiaries that can benefit regardless of which AI model wins.