Lumentum
Yahoo Finance • 8 days ago
Morgan Stanley Warns Stretched Valuations May Temper Lumentum’s (LITE) 2026 AI Growth
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the hottest large-cap stocks of 2025. On December 17, Morgan Stanley raised the firm’s price target on Lumentum to $304 from $190 with an Equal Weight rating on the shares. After broadening fr... Full story
Yahoo Finance • 13 days ago
Technology sector soars 25% in 2025, with Lumentum as top YTD performer
[Young people employed in the IT sector as a support sit at the computer stock photo] NDinfinity/E+ via Getty Images Heavyweight information technology stocks have emerged as the second-best-performing sector in 2025, helping to drive the... Full story
Yahoo Finance • 13 days ago
Validea Detailed Fundamental Analysis - LITE
Below is Validea's guru fundamental report for LUMENTUM HOLDINGS INC (LITE). Of the 22 guru strategies we follow, LITE rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momen... Full story
Yahoo Finance • 15 days ago
LITE Factor-Based Stock Analysis
Below is Validea's guru fundamental report for LUMENTUM HOLDINGS INC (LITE). Of the 22 guru strategies we follow, LITE rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momen... Full story
Yahoo Finance • 22 days ago
Stocks Settle Sharply Lower as Tech Stocks Routed
The S&P 500 Index ($SPX) (SPY) on Wednesday closed down by -1.16%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down by -0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -1.93%. December E-mini S&P futures (ESZ25) fell... Full story
Yahoo Finance • 22 days ago
Jim Cramer on Lumentum (LITE): “I Don’t Want You to Be in It”
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks that Jim Cramer shared his take on. Inquiring if it is a real stock, a caller asked if they should continue holding it or sell it. Here’s what Mad Money’s host had to say: “I think... Full story
Yahoo Finance • 22 days ago
US Stock Market Today: S&P 500 Futures Edge Higher as Global Rate Cut Hopes Build
The Morning Bull - US Market Morning Update Wednesday, Dec, 17 2025 US stock futures are edging higher before the open, with contracts tied to the S&P 500 up about 0.1 percent as investors digest softer economic signals at home and a fres... Full story
Yahoo Finance • 23 days ago
Nvidia and Broadcom Lead Bank of America's Top 2026 Chip Picks
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Lam Research (NASDAQ:LRCX) are highlighted by Bank of America as top semiconductor stocks for 2026, amid ongoing growth in AI-related spending. An... Full story
Yahoo Finance • 24 days ago
MDY, COHR, LITE, PSTG: ETF Inflow Alert
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P MidCap 400 ETF Trust (Symbol: MDY) where we have detected an approximate $429.2 million dollar inflo... Full story
Yahoo Finance • 24 days ago
Nvidia and AMD Brace for Surging AI Demand in 2026
This article first appeared on GuruFocus. A broad group of semiconductor companies remain optimistic about supply and demand trends heading into 2026, according to a recent investor note from BNP Paribas Research, following meetings with... Full story
Yahoo Finance • 25 days ago
Guru Fundamental Report for LITE
Below is Validea's guru fundamental report for LUMENTUM HOLDINGS INC (LITE). Of the 22 guru strategies we follow, LITE rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momen... Full story
Yahoo Finance • 25 days ago
The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown
24/7 Wall St Quick Read Google’s custom TPU chips are emerging as a serious challenger to NVIDIA’s GPUs, driven by potentially lower total cost of ownership through cheaper pricing and higher energy efficiency. Investor sentiment has shi... Full story
Yahoo Finance • 25 days ago
Chip makers upbeat on supply/demand dynamics heading into 2026: BNP Paribas
[Microprocessors on a dark background] Andrei Berezovskii/iStock Editorial via Getty Images A wide range of semiconductor firms remain positive on supply and demand dynamics heading into 2026, according to BNP Paribas Research. The globa... Full story
Yahoo Finance • last month
Stocks making the biggest moves midday: Paramount Skydance, Wave Lifesciences, Confluent & more
Check out the companies making the biggest moves midday: Wave Life Sciences — The Singapore-based biotech that trades on Nasdaq more than doubled, soaring roughly 140% , after positive interim data from a Phase 1 trial of an RNA obesity sh... Full story
Yahoo Finance • last month
Stocks making the biggest moves premarket: Broadcom, Confluent, Carvana & more
Check out the companies making the biggest moves before the bell: Confluent – The Wall Street Journal published a report on Sunday that IBM is in advanced talks to seal an $11 billion deal to acquire data-infrastructure company Confluent,... Full story
Yahoo Finance • last month
OpenAI Goes From Stock Market Savior to Anchor as AI Risks Mount
Photographer: SeongJoon Cho/Bloomberg (Bloomberg) -- Wall Street’s sentiment toward companies associated with artificial intelligence is shifting, and it’s all about two companies: OpenAI is down, and Alphabet Inc. is up. The maker of Ch... Full story
Yahoo Finance • last month
Jim Cramer Names One Of His 'Absolute Favorite' Stocks
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On CNBC's “Mad Money Lightning Round,” on Wednesday, Jim Cramer recommended taking a pass on DigitalBridge Group, Inc.(NYSE:DBRG) right n... Full story
Yahoo Finance • last month
Coherent Corp. (COHR): A Bull Case Theory
We came across a bullish thesis on Coherent Corp. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on COHR. Coherent Corp.'s share was trading at $164.26 as of November 28th. COHR’s traili... Full story
Yahoo Finance • last month
Notable analyst calls this week: Baidu, Shell and T-Applied Materials among top picks
The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]) closed in the green on Friday, while Nasdaq (COMP:IND [https://seekingalpha.... Full story
Yahoo Finance • last month
Meta Throws Billions at Google AI Chips -- The Winners and Losers
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units, or TPUs, a move Mizuho says is reshaping parts of the AI supply chain. The brokerage raised its price ta... Full story
