Jabil and Sivers Semiconductors to Develop 1.6T LRO Transceivers for AI Data Centers

AAOI is trending upward after announcing a partnership to develop high-speed optical transceivers for AI data centers. The stock has gained over 12.5% in the last 24 hours, showing strong momentum. The RSI is at 57, not yet in overbought territory, indicating further upside potential in the short term. Although the MACD remains below the signal line, the price trading just below the 20-day SMA and above the 50-day SMA presents a positive outlook. However, given the recent surge, short-term profit-taking may occur, making it difficult to provide a high-confidence directional forecast.

A news report announces the development of a new technology for AI data centers, but this does not have a direct impact on NVDA's business. Technical indicators present a weak outlook: RSI at 36 is near oversold territory, MACD is below zero but above the signal line, and the price is below both the 20-day and 50-day moving averages. A decline of 2.1% has occurred in the last 24 hours. It is difficult to determine a clear direction in the short term; the current technical structure maintains a bearish trend, although the news could have positive implications for the sector.

The news involves the development of high-speed optical transceivers for AI data centers, which could increase demand for AMD's data center segment. Technical indicators support a short-term bullish trend, with the RSI at 60.8 in neutral territory and the MACD remaining positive above its signal line. The price is trading above both the 20-day and 50-day moving averages, indicating positive momentum. However, the limited 0.95% gain over the past 24 hours and uncertainties in overall market conditions lead to a moderate confidence level in the bullish outlook.

The news reports that Jabil has entered into a partnership to develop high‑speed optical transceivers for artificial‑intelligence data centers. This development could serve as a positive catalyst, given the growing demand for AI infrastructure. Technically, the stock is trading below its 20‑day moving average, yet its Relative Strength Index (RSI) sits at 43, not yet approaching the oversold region, and the MACD remains below the signal line. Nevertheless, the positive momentum generated by the announcement could lift the price above the 50‑day moving average level of 337.83 in the short term. However, with the overall trend remaining weak, there is a risk that any upside may be limited.