With Lumentum’s (NASDAQ: LITE | LITE Price Prediction) inclusion in S&P 500 effective March 23, 2026, passive index funds face a date-certain obligation to buy shares regardless of valuation. The question is…
Trey Thoelcke Ciena (NYSE:CIEN | CIEN Price Prediction) is up 8.9% in Tuesday’s session, climbing from $318.54 to $346.89 intraday. Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) are right behind, up 7.77% and 7.02% respectively. The…
Are you feeling the whipsaw? Shares of Applied Optoelectronics (AAOI) and Lumentum (LITE) both surgied roughly 15% in Monday’s session, with AAOI trading at $110.62 and LITE at $640.69. The rally comes after…
NVIDIA has not solely become a trillion-dollar company because it made the best chips, but because it was the only company that could deliver what the AI industry needed at the exact…
Friday’s S&P 500 rebalancing made it official. Lumentum (LITE), Coherent (COHR), EchoStar (SATS), and Vertiv (VRT) were all added to the index, and today — Monday, March 9, 2026 — is their…
Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval. Lumentum (LITE), Coherent (COHR), and Vertiv (VRT) were announced as additions to the S&P 500…
*Update at 5:30 p.m. ET: The S&P 500 added Vertiv (VRT), Lumentum (LITE), and Coherent (COHR) in addition to EchoStar (SATS). Match Group, Molina Healthcare, Lamb Weston, and Paycom were deleted. It’s…
Live Updates NVIDIA Shares Are Down 1.6% in Afternoon Trading While Consumer Staples Sink 2:40pm ETToday has turned into a route across the market. Interestingly, tech isn’t leading the sell-off. NVIDIA is down about…
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.…
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for…
Last December, JPMorgan analysts identified Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) as a key beneficiary of the multi-year upcycle in the optics sector, fueled by explosive hyperscaler spending on AI infrastructure…
Rich Duprey Every time I refresh pricing on Applied Optoelectronics (Nasdaq: AAOI) on Monday morning, the stock seems to be rising. First it was up 10%, then 15%, and then after 8 a.m. it…
Chipmakers like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models. Their…
Rich Duprey Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026. Recently, Eric Bleeker and Austin Smith focused their attention on the competitive…
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) | AMZN Price Prediction just announced $200 billion in…
