# Among U.S. technology stocks with market capitalizations currently above $10 billion, Applied Optoelectronics is the market’s best performer of 2026.

*business · news · 2026-04-14 · Investing.com*

## Key points

- Applied Optoelectronics shares have risen over 300% in 2026 due to surging optical transceiver demand.
- Lumentum's stock price has increased more than 130% in 2026, also benefiting from optical networking demand.
- Atlassian shares are down over 60% in 2026 as AI coding tools threaten its seat-based revenue model.
- SanDisk shares are up over 250% in 2026, driven by projected NAND Flash price increases of up to 233%.

**Companies:** NVIDIA, SanDisk, Applied Optoelectronics, Lumentum, Atlassian
**Countries:** United States

[Read the full story on Investing.com](https://www.investing.com/analysis/these-are-the-3-biggest-ai-winners-and-losers-of-2026-200678427)

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