The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center…
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up…
The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
Live Updates Lumentum's Conference Call Starts in 10 Minutes - Here Are the Key Questions Wall Street Will Ask 4:52pm ETCall Starts at 5:00 PM ET The webcast goes live at 5:00…
Eric Bleeker Investors are watching Lumentum (NASDAQ: LITE | LITE Price Prediction) ahead of fiscal third-quarter results tomorrow after the close. Shares are up 1,444.1% over the past year and 157.72% year-to-date. The bar…
Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical…
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund (CEF) that combines a venture-stage technology portfolio with a covered call writing strategy to deliver monthly income. With shares near $23…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) has risen 1,691% over the past year, climbing from $50.02 to $896.02. If you watched that move from the sidelines, the question is fair: is…
Austin Smith Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) sits at a critical inflection point. Our 24/7 Wall St. Price Target is $763.38, implying modest downside of -1.15% from the current price of $772.28.…
Austin Smith In the latest episode of 24/7 Wall St.’s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC). The headline is that I’m confident the company is at the beginning of a strong inflection point…
What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other? Although Nvidia (NASDAQ:NVDA | NVDA Price…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) has emerged as a defining infrastructure play of the AI era. The San Jose-based optical and photonic products maker supplies the laser components, transceivers, and…
Rich Duprey CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
