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…
The Invesco QQQ Trust (NASDAQ: QQQ) is down 10.7% since February 1, and the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has shed 9.1% over the same stretch. The CBOE Volatility Index…
Summary: With several optics-related stocks having already surged dramatically, investors are wondering if there are still any great plays to take advantage of. During a recent episode of The AI Investor…
Lumentum (NASDAQ: LITE | LITE Price Prediction) closed at $801.99 on March 24, 2026, capping a 989.2% one-year gain. The company was added to the S&P 500 on March 23, 2026, and…
Trey Thoelcke 
