Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst convinced the selloff created an opening the market has not yet closed.
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…
Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI…
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the…
Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that…
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep…
Data centers used to top out at around 50 megawatts. The next wave of facilities will draw more than a gigawatt apiece, consuming more power than entire cities the size of San…
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)…
On the April 29, 2026 episode of Mad Money, a caller named Dave from Illinois asked Jim Cramer and Jeff Marks for a deeper dive on Ciena (NYSE:CIEN | CIEN Price Prediction),…
Omor Ibne Ehsan Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded…
This AI rally has quickly turned into a data center rally, where sensible valuations are hard to find. The one glaring exception is Amphenol (NYSE:APH). Before discussing Amphenol, it's worth surveying what…
Ciena Corp (NYSE:CIEN | CIEN Price Prediction) has risen 814% over the past year, climbing from $54.03 to $494.01. If you watched that move from the sidelines, the question is obvious: is…
Austin Smith Ciena (NYSE:CIEN | CIEN Price Prediction) has returned 711.7% over the past year, making it one of the top performers in technology, and our model sees more room to run. The 24/7…
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