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Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]
Lumentum (LITE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Fueled by massive demand for AI data centers, the best mutual funds have bet billions on Lumentum stock, igniting shares.
Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.
Lumentum is scaling pump, EML and CW laser capacity as AI-driven optical demand rises, positioning it against Broadcom and Applied Optoelectronics.
AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.
Wupen Yuen executed this sale under a Rule 10b5-1 plan adopted in May, signaling routine portfolio management rather than concern about company fundamentals.
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
The Nasdaq Composite dipped 0.3%. It comes down to the “usual suspects,” notes Joe Mazzola, head trading and derivatives strategist at Charles Schwab: oil, Treasuries, and tariffs. Reports that Yemen’s Houthis attacked Saudi Arabian oil facilities caused oil prices to spike today.
Stocks tied to AI are having a big day amid growing enthusiasm over OpenAI's latest model, called Astra. Shares of CoreWeave, an AI cloud infrastructure company, rose 15% Tuesday. Shares of Lumentum and Coherent, which manufacture optical and laser equipment used by AI data centers, were up 12% and 9% respectively.
Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.
Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in […]
Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.
Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
Lumentum Holdings stock has seen a very strong run in recent years, yet current valuation checks based on market multiples point to an overvalued profile and an overall mixed value score. For investors, the question is how to weigh that recent share price strength against what the broader metrics are now signaling. Over the last three years, Lumentum Holdings has delivered a very large total return, which puts extra focus on whether recent gains already bake in much of the good...
Monday - Lumentum Holdings What’s the full story? Evercore initiates Lumentum Lumentum Holdings Inc (NASDAQ:LITE) at Outperform with an $1,100 target. The AI revolution has a supply-chain coronary: silicon processors run fast, but data can’t move between them. Connecting these compute clusters requires Indium Phosphide lasers—a scarce, capital-intensive material where demand outpaces supply by 30%. LITE holds the choke point, shifting pricing power and margin upstream to vertically integrated in
GoPro is surging on a merger that turns a camera company into an optical-transceiver play, and a famous YouTuber just became its largest individual shareholder. Here is what the move actually means against a backdrop of proven incumbents already delivering billion-dollar datacenter revenue.
Coherent's AI-optics growth and rising estimates support upside, but premium valuation, heavy capex and weak cash flow raise execution risk.
Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead of downgrades. Something about this setup does not add up, and the answer changes how you read every AI optics name right now.
The next winners may sit far beyond the GPU trade
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