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Why Lumentum (LITE) Could Benefit From AI Optical Networking Demand as Co-Packaged Optics Adoption Accelerates
Insider Monkey80d agoneutral
Why Lumentum (LITE) Could Benefit From AI Optical Networking Demand as Co-Packaged Optics Adoption Accelerates

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 143.31%. On June 11, JPMorgan analyst Samik Chatterjee reiterated an Overweight rating and maintained a $1,130 price target, arguing that the recent pullback in optical-networking stocks had created a buying opportunity. Chatterjee said […]

The New Villian in Tech
Motley Fool80d agoneutral
The New Villian in Tech

Rising chip prices, data centers, and subsequent price increases in consumer products have made Silicon Valley a villain in the age of AI.

Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
24/7 Wall St.80d agoneutral
Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

Nvidia and Apple may solve AI investors’ biggest worry
TheStreet80d agoneutral
Nvidia and Apple may solve AI investors’ biggest worry

The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...