Geopolitics Alpha

Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up

Published . Updated .

Key takeaways

  • Exposed: DIA, QQQ, IWM, RSP, VTI
  • Market reaction: QQQ +0.9% on the day (still updating); DIA −0.2% on the day (still updating); IWM +1.0% on the day (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHACoherent Rallies 6% Ahead ofEarnings as Optical StocksRebound; Applied Optoelectronics…AAOIGEOPOLITICS ALPHA

This report is about the broad US market.

Directly affected

  • AAOI Applied Optoelectronics-17.9% 30d

    Named in this report.

Indirectly affected

  • DIA SPDR Dow Jones Industrial Average ETF-1.1% 30d

    SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • QQQ Invesco QQQ-3.3% 30d

    Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • XLK Technology Select Sector SPDR+9.4% 15d

    Technology Select Sector SPDR holds the technology sector that Applied Optoelectronics belongs to, so it often moves with news about it.

  • AVGO Broadcom-11.6% 30d

    Broadcom is a peer of Applied Optoelectronics in semiconductors and related devices; rivals often move on the same news.

  • MU Micron Technology-23.9% 30d

    Micron Technology is a peer of Applied Optoelectronics in semiconductors and related devices; rivals often move on the same news.

  • AMD Advanced Micro Devices-25.2% 30d

    Advanced Micro Devices is a peer of Applied Optoelectronics in semiconductors and related devices; rivals often move on the same news.

  • INTC Intel-51.6% 30d

    Intel is a peer of Applied Optoelectronics in semiconductors and related devices; rivals often move on the same news.

  • AMAT Applied Materials-9.9% 30d

    Applied Materials is a peer of Applied Optoelectronics in semiconductors and related devices; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AAOI+23.11%+26.84%base+4.57%after closeafter closeafter close
DIA+0.76%+0.67%base-0.20%after closeafter closeafter close
QQQ+5.87%+5.02%base+0.86%after closeafter closeafter close
XLK+8.74%+8.32%base+1.58%after closeafter closeafter close
AVGO+6.21%+7.02%base+3.51%after closeafter closeafter close
MU+11.48%+12.13%base+3.03%after closeafter closeafter close
AMD+20.01%+21.38%base+5.22%after closeafter closeafter close
INTC+56.37%+53.58%base+2.53%after closeafter closeafter close
AMAT+5.64%+12.53%base+2.89%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up 24/7 Wall St.

Source: 24/7 Wall St.

Spdr Dow Jones Industrial Average Etf Trust (DIA) since this story, compared with the market

CompanyWhenMoveStatus
AAOIthat day+4.57%still updating
AAOIthree days earlier+26.84%final price
AAOIfive days earlier+23.11%final price
AMATthat day+2.89%still updating
AMATthree days earlier+12.53%final price
AMATfive days earlier+5.64%final price
AMDthat day+5.22%still updating
AMDthree days earlier+21.38%final price
AMDfive days earlier+20.01%final price
AVGOthat day+3.51%still updating
AVGOthree days earlier+7.02%final price
AVGOfive days earlier+6.21%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)that day-0.20%still updating
Spdr Dow Jones Industrial Average Etf Trust (DIA)three days earlier+0.67%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)five days earlier+0.76%final price
INTCthat day+2.53%still updating
INTCthree days earlier+53.58%final price
INTCfive days earlier+56.37%final price
MUthat day+3.03%still updating
MUthree days earlier+12.13%final price
MUfive days earlier+11.48%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+0.86%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.02%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+5.87%final price
XLKthat day+1.58%still updating
XLKthree days earlier+8.32%final price
XLKfive days earlier+8.74%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies mentioned with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    In “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up,” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up.” Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • IWM Ishares Tr

    In “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    In “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • VTI Vanguard Index Fds

    In “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

On 3 Nov 2026, “Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up” is the story that connects Spdr Dow Jones Industrial Average Etf Trust (DIA) to this story.

The link for Spdr Dow Jones Industrial Average Etf Trust (DIA) is this: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Invesco Qqq Trust, Series 1 (QQQ) is here too. Its reason reads: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)

DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.20. QQQ traded between 680.34 and 758.19 across 20 sessions. The latest close on file is 681.22.

How strong the case is around Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100Price not final

“Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.