News — AI supercycle headlines

Barrons.com6d agobullish

Lumentum Stock Soars as AI Optical Networking Rally Resumes

Lumentum stock surged Monday after the company said it would join the Nasdaq 100 index, reigniting a rally in AI-linked optical networking shares.

Barchart6d agobullish

Strong Earnings and AI Optimism Push the S&P 500 and Nasdaq 100 to Record Highs

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

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Investor's Business Daily11d agobullish

Dow Jones Futures Rise; Trump Hits Hormuz Pause; AMD, Lumentum, Arista Lead AI Earnings Movers

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

ALAB AMD ANET AVGO DIS GOOGL LITE SNDK+4

Barrons.com11d agobullish

Lumentum Earnings Beat Estimates. Why the Stock Is Dropping.

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

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Barrons.com19d agobullish

Corning Earnings Beat Estimates. Why the Stock Is Tumbling.

Corning reported better-than-expected quarterly results on Tuesday but issued a middling outlook for the current quarter, halting the rally in optical communications stocks. Corning, which makes glass and fiber, barely eked out an earnings beat. The earnings outlook lined up with Wall Street’s estimates, but not the sales figure.

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