Stock Movers Netgear Shares Rise; Smithfield Foods 4Q Revenue Beats Estimates; AOI Up
Mar 24, 2026
Market movers include a regulatory ban that boosts a consumer-router maker's stock. A major pork producer posts stronger-than-expected fourth-quarter revenue. An optics supplier lands a large transceiver order tied to AI data center expansion.
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Netgear Benefits From FCC Router Import Ban
- Netgear stands to gain from the FCC ban on foreign-made consumer-grade routers.
- The FCC called those routers an "unacceptable" national security risk, and Netgear's U.S. base and transparent supply chain were highlighted as advantages.
Smithfield Tops Q4 Estimates And Plans Acquisition
- Smithfield Foods beat fourth-quarter earnings and sales estimates, showing stronger-than-expected performance.
- Earnings were $0.83 per share versus a $0.68 estimate and the company recently agreed to acquire Nathan's Famous to drive immediate earnings growth.
AAOI Wins Big Hyperscaler Order For AI Capacity
- Applied Optoelectronics received a new order exceeding $50 million for 800G single-mode transceivers to expand AI-driven data center capacity.
- This follows a prior, larger order from the same hyperscale customer and ties into broader hyperscaler CapEx for AI infrastructure.