The story today
1Optoelectronics surge. Applied Optoelectronics jumped +13%, leading a broad rally in communications stocks which gained +6.3% as a sector.
2Breadth weakens slightly. 153 of 1,006 stocks declined over 2.5% this week; defensives fell -2.4% while 976 risk signals persisted across 577 companies.
3Risk stays elevated. Market risk scored 3 out of 5 with high signal density; no major earnings catalysts expected for 14 days.
