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 Lumentum (NASDAQ:LITE | LITE Price Prediction) stock is surging 12% in early trading Wednesday, with shares climbing to $729 and change. The move comes on the back of two converging catalysts: a…
A T. Rowe Price analyst recently said something worth paying close attention to if you’re watching the AI infrastructure buildout. His focus wasn’t on NVIDIA itself, but on what breaks first as…
Nebius (NASDAQ:NBIS | NBIS Price Prediction) just handed the AI infrastructure trade a $27 billion reason to rally. The Amsterdam-based AI hyperscaler announced a five-year agreement with Meta Platforms (NASDAQ:META) valued at up…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) CEO Michael Hurlston went on live television and said something you almost never hear from a public company executive: “We’re sold out really until the…
Pre-Market Stock Futures: Futures are trading lower this morning, as issues in the Strait of Hormuz get murkier. Depending on how the oil situation is going, that is dictating market direction, and…
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…
