Applied Optoelectronics and Powell Industries report strong orders and growth in data center and utility sectors.

Applied Optoelectronics reported a strong quarter, securing major new orders from large hyperscale customers, signaling robust demand in the tech sector. Powell Industries also won several large data center contracts, complementing its steady utility-related project awards, indicating growth in infrastructure investments. Meanwhile, Vital Farms faces a temporary oversupply in the egg market following a swift recovery from last year's avian flu outbreak. AppFolio continues to gain market share against older competitors while maintaining strong margins and cash flow, highlighting its competitive position and financial health.