Notícias

The immediate reaction reflects investors’ ever-increasing expectations for optics suppliers.

Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated wager can hold up when hyperscaler capex turns.

AI infrastructure demand and moderating inflation drove broad gains, though geopolitical tensions remain, today, Aug. 12, 2026.

Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings.

The next leg of the rebound may be more selective

Management raised its full-year forecast, but the market seems to be asking for more than a higher target.

POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one of the most polarizing AI photonics bets on the Nasdaq right now.

Lumentum Holdings (NasdaqGS:LITE) reports strong fiscal Q4 results driven by AI demand for its optical networking products. Management points to substantial growth in advanced optics and sees meaningful opportunities in co packaged laser products for data centers from 2027 onward. The company is adding manufacturing capacity through contract partners and internal investments to support rising orders. Lumentum positions itself as a secure U.S. based supplier as potential FCC limits on Chinese...

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

A $7.8 billion charge was a non-cash cost of converting debt to stock

Lumentum’s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum’s results, and more news to start your day.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

Lumentum Holdings Inc. (NASDAQ:LITE) stock surged in premarket trading Wednesday after the optical technology company reported strong fourth-quarter results after Tuesday’s closing bell. During the earnings call, Lumentum said demand for its optical circuit switching products remains “incredibly strong” for 2027. The company is expanding capacity with contract manufacturers and at its own factories to meet rising demand.Earnings SnapshotLumentum reported adjusted earnings of $3.23 per share, bea

Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

Stock futures were rising on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report.

Lumentum (NASDAQ:LITE) reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-ov

Lumentum (LITE) delivered earnings and revenue surprises of +8.03% and +1.79%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views.

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.

US equity markets were mostly trending higher before the open Tuesday as investors weigh fading opti

A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely, and two companies are already racing to fill a supply gap that could take years to close.

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.