Update: Market Chatter: Nvidia Increases Equity Investments to $99 Billion
(Updates with Nvidia's response in the fifth paragraph.) Nvidia (NVDA) has increased its equity i
Yahoo4 hours agoLITE
Ciena: The Business Is Better Than Ever, But The Stock Isn't Cheap
Ciena rides AI/hyperscaler demand with a record backlog and higher margins, but premium valuation and risks support a Hold. Click for this CIEN stock update.
SeekingAlpha5 hours agoLITE
Here's How Much $100 Invested In Lumentum Holdings 10 Years Ago Would Be Worth Today
Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 23.2% on an annualized basis producing an average annual return of 36.64%. Currently, Lumentum Holdings has a market capitalization
Benzinga22 hours agoLITE
Is COHR Stock a Buy as AI Growth Meets Premium Valuation and Risk?
Coherent's AI-optics growth and rising estimates support upside, but premium valuation, heavy capex and weak cash flow raise execution risk.
Yahoo22 hours agoLITE
COHR Falls 17% in a Month: Is the Sell-Off an Opportunity?
Coherent's AI optics demand and margins are surging, but heavy capex, weak cash conversion and crowded product ramps keep execution risk elevated.
Yahoo22 hours agoLITE
Lumentum: It Is Simply Too Expensive
Lumentum surged on AI optics supply shortages, but pricing power may fade as capacity rises. Click for more on LITE stock.
SeekingAlphayesterdayLITE
Coherent Fell Hard Over 3 Months: It Will Nearly Double According to These Analysts
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.
YahooyesterdayLITE
Hidden China risks are emerging in America’s multibillion-dollar AI data center boom
U.S. AI data centers rely on China-linked supplies of transformers, batteries and optical gear as Washington moves to tighten restrictions on foreign equipment.
CNBCyesterdayLITE
Nvidia Earnings: Top AI Stocks And What We Need To See For A Rally
The top AI stocks to watch after Nvidia earnings include infrastructure beneficiaries that have strategic connections to NVDA. Click here to see the top 3 stocks.
SeekingAlpha9 days agoLITE
Top S&P500 movers in Tuesday's session
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Tuesday.
ChartMill9 days agoLITE
ValuEngine Weekly Market Summary And Commentary
US equity markets were lower this week, with weakness led by tech, Industrials, Utilities, and broader growth-oriented benchmarks. The profound structural shift in the stock market continues
SeekingAlpha10 days agoLITE
Monday's session: gap up and gap down stock in the S&P500 index
Curious about the market action on Monday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
ChartMill11 days agoLITE
Does Coherent's Valuation Leave Enough Room for Upside?
COHR's valuation leaves little room for missteps, even as expected growth could sharply lower earnings and EBITDA multiples.
Yahoo13 days agoLITE
What Is C3.ai (AI) Facing As Revenue Slips And Thomas Siebel Returns?
C3.ai (NYSE:AI) is being compared with Lumentum on revenue paths, with C3.ai reporting sustained revenue declines while Lumentum follows a different trajectory in AI related markets. The contrast in revenue trends highlights differing momentum for the two companies within AI focused segments. C3.ai founder Thomas Siebel has returned as CEO and is aiming to steer the company through a potential turnaround in its AI software business. For a broader view on how different business models and...
Yahoo14 days agoLITE
Best Momentum Stocks to Buy for August 21st
LITE, ONTO and ASMB made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 21st, 2026.
Yahoo14 days agoLITE
The Zacks Analyst Blog Highlights Dell, Celestica, Lumentum and Vertiv
AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.
Yahoo14 days agoLITE
Lumentum: It's Getting Expensive
Lumentum delivered exceptional FY2026 results, with revenue up 83% and gross margins expanding from 34% to 46%. See why I rate LITE stock a Hold.
SeekingAlpha15 days agoLITE
Fabrinet: Nice Niche But Overvalued
Fabrinet rides AI data center photonics growth, but margins/operating leverage lag, and valuation is rich at 33x PE. Click for more on FN stock.
SeekingAlpha16 days agoLITE
Lumentum: I Have Truly Underestimated This Beast (Upgrade)
Lumentum (LITE) upgraded to Buy as AI optical networking demand surges; NPO/CPO adoption boosts FY2027 growth. See more details here.
SeekingAlpha16 days agoLITE
Lumentum: This Optical Shortage Is Getting Even Bigger
Lumentumâs capacity cannot catch accelerating optical demand, while OCS scales before NPO and CPO. Click here to read this LITE stock update.
SeekingAlpha17 days agoLITE
Understand How Coherent and Lumentum Bypass an AI Bottleneck With Optics
Copper cables are choking AI clusters, and two optical companies just reported blowout quarters solving that problem in completely opposite ways. One bets on owning every layer of the stack, the other retreats to the single ingredient nobody else can replicate.
Yahoo21 days agoLITE
Buy this stock ahead of Q2 earnings: Mizuho
Investing.com -- Mizuho highlighted an optical components maker in a note Tuesday, telling investors it would be a buyer of the company ahead of its fiscal fourth-quarter results on Aug. 11.
Yahoolast monthLITE
Lumentum (LITE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Lumentum (LITE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Yahoolast monthLITE