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Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Lumentum (LITE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The companies said the deal will help meet surging demand for consumer broadband and converged services, accelerating Verizon’s push to bring internet access to more homes and businesses across the nation.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
SEOUL, Sept 4 (Reuters) - Four U.S. companies have committed a combined $2 billion of investment in South Korea across semiconductors, advanced materials and energy, Seoul's Industry Ministry said on
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]
Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern's Kellogg School of Management.
Corning was a solid performer in early 2026 and a recent pullback provides an attractive entry point for option traders.
The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?
Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.
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 rally has legs or has already outrun reality.
(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.
The move is expected to benefit Corning's joint venture with Japan's Shin-Etsu Handotai.
Owens-Corning Inc (OC) delivered robust Q2 results with $2.8 billion revenue and a 24% EBITDA margin, while navigating cost inflation and strategic investments.
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.
Aug 4 (Reuters) - The Trump administration is preparing to set a price floor and impose tariffs on polysilicon and related products, according to four people familiar with the plan, putting a material
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.
Corning shares fell as much as 20% after second-quarter results, even though Optical Communications sales, the segment most tied to AI data centers, grew 32% to more than $2 billion.
Corning stock is undergoing sharp weakness. Here's an options strategy that could serve as an attractive way to still profit.
Corning highlights AI infrastructure demand, optical growth and its Springboard plan to drive sales and profitability expansion.
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