Notícias

Lumentum (LITE) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Lumentum's stronger execution, AI-driven growth and lower valuation give it the edge over Applied Digital for long-term upside and stability.

Its history of deep, prolonged drops in market shocks is the real risk to weigh against today's AI-fueled growth story.

The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.

VIAV wins $1.1M in European funding to power AI-driven 6G security research, using digital twin networks to test cyber defenses before deployment.

POET Technologies has shed nearly half its value from a May peak, yet institutional heavyweights are quietly building stakes as a landmark supply agreement hints at a manufacturing inflection that could reshape the entire pre-revenue thesis.

A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting a trade that has already handed early investors triple-digit gains this year.

Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a rare entry point into his favorite picks.

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 143.31%. On June 11, JPMorgan analyst Samik Chatterjee reiterated an Overweight rating and maintained a $1,130 price target, arguing that the recent pullback in optical-networking stocks had created a buying opportunity. Chatterjee said […]

Goldman Sachs just identified a sector it believes could grow more than tenfold by 2028, and the biggest winner may not be a name most AI investors are watching yet.

Before the stock took off, the company was repeatedly telling anyone who would listen that it simply could not make its AI-enabling components fast enough.

The Morning Bull - US Market Morning Update Friday, Jul, 10 2026 US stock futures are pointing slightly higher this morning, with S&P 500 contracts up about 0.2%, as investors weigh stubbornly high bond yields and softer signs from consumer borrowing. The US 10 year Treasury yield is holding near 4.6%, which keeps the cost of mortgages, car loans, and business borrowing elevated and keeps talk of at least one more Federal Reserve rate hike alive. At the same time, US consumer credit in May...

More than simply catching the AI updraft, the networking gear maker built a backlog that has investors asking if this time is truly different.

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.

Lumentum Holdings (LITE) has just been removed from several Russell equity benchmarks, including the Russell 2500, Russell 2500 Growth and Value, Russell Midcap Value and multiple Russell 3000 Value indices. See our latest analysis for Lumentum Holdings. The index removals coincide with short term pressure on Lumentum Holdings, with the share price down 4.42% over the last day and 19.08% over the past month. However, the year to date share price return of 81.01% sits alongside a very large 1...

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 9, in a new episode of “The Rundown,” Lumentum Holdings Inc. (NASDAQ:LITE) CEO Michael Hurlston said the company has benefited from the rapid shift from copper to fiber optics inside AI data centers. He […]

LITE's 700% rally has been fueled by AI and cloud demand, but strong fundamentals and optical networking growth keep its buy case intact.

Lumentum is expanding its CPO portfolio as AI infrastructure demand rises, with commercial deployments expected to support revenue and earnings growth.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 12, Saiyi He of CMB International Securities started coverage of Lumentum Holdings Inc. (NASDAQ:LITE) with a Buy rating. The analyst set a price target of $1070 for the stock. The firm’s assigned price target […]

(Bloomberg) -- As Wall Street debates whether the billions of dollars being plowed into artificial intelligence will ever pay off, hedge fund manager Val Zlatev is making record profits for his firm by betting on the picks and shovels used to power the AI rush.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Pus

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

LITE's Components segment hit record revenues as AI data-center demand fuels laser shipments, margins and 2026 growth plans.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the recent additions to the S&P 500 index and thus makes it to our list of the 10 stocks that were added to the S&P 500 recently. It has performed relatively well, with shares up nearly 10% since the addition to the index. Lumentum Holdings Inc. (NASDAQ:LITE) is […]

The list is dominated by semiconductor and computer-hardware manufacturers.