Lumentum

Lumentum

Yahoo Finance • 13 hours ago

Macro Takeaways from Apple Earnings

This is a unique moment in stock trading, says our Chief Equity Strategist and Economist, John Blank. One specific narrative --the 'AI' boom-- is driving the entire share buying narrative. Because of this John and I are going to discuss so... Full story

Yahoo Finance • 17 hours ago

AI, chip stocks mixed after Nvidia's stellar earnings results

[Machine Learning. AI Neural Network Concepts] Shares of chip and AI-related companies were largely mixed on Thursday after Nvidia's fiscal second-quarter results and outlook beat estimates, sending shares of the AI chipmaker nearly 8% hi... Full story

Yahoo Finance • 2 days ago

Li Auto Q2 Earnings Call Highlights

Key Points Interested in Li Auto Inc. Sponsored ADR? Here are five stocks we like better. Li Auto swung to a second-quarter loss as revenue fell 15.1% year over year to RMB25.7 billion and vehicle margins dropped to 9.4% from 19.4%, altho... Full story

Yahoo Finance • 3 days ago

Top Stock Reports for Berkshire Hathaway, Roche & RTX

Tuesday, August 25, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Berkshire Hathaway Inc. (BRK.B), Roche Holding A... Full story

Yahoo Finance • 3 days ago

Photonics ETFs: The Next Big AI Infrastructure Opportunity?

Photonics is one of the "picks and shovels" AI infrastructure stories that has had a monster run in 2026. Investors can now gain exposure to a diversified basket of global photonics stocks through ETFs. What Is Photonics? Photonics is th... Full story

Yahoo Finance • 3 days ago

Lumentum's 1.6T & 200G Ramp Faces Cisco & NVIDIA Competition

Lumentum LITE is benefiting from the accelerating transition toward 1.6T transceivers and 200G-per-lane optical technology as hyperscalers deploy increasingly bandwidth-intensive artificial intelligence (AI) clusters. The company began shi... Full story

Yahoo Finance • 3 days ago

CRM's Q2 Earnings Coming Up: Rising Agentforce Adoption to Aid Sales

Salesforce, Inc. CRM is set to release its second-quarter fiscal 2027 earnings on Aug. 26. Investors will be watching closely to see whether the company's heavy focus on artificial intelligence (AI) is starting to deliver a meaningful boos... Full story

Yahoo Finance • 3 days ago

The Zacks Analyst Blog Highlights Nvidia's, Valero, Lumentum and Monolithic Power

For Immediate Release Chicago, IL – August 25 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fi... Full story

Yahoo Finance • 4 days ago

Marvell’s $120 Billion Google Deal Changes Everything Ahead of Earnings

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google. Continue Reading... Full story

Yahoo Finance • 4 days ago

NVIDIA's Q2 Earnings: AI Data Center Chip Demand to Aid Revenue Growth

NVIDIA Corporation NVDA is set to report its second-quarter fiscal 2027 earnings on Aug. 26, and expectations are high. The company continues to dominate the artificial intelligence (AI) computing market and remains one of the biggest ben... Full story

Yahoo Finance • 4 days ago

Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%

Quick Read Applied Optoelectronics fell 12% on a $600M equity offering, dragging Lumentum and Coherent down 5% each despite both recently beating earnings. Corning slipped just 3% and SOXX dropped 2%, confirming the dilution scare stayed... Full story

Yahoo Finance • 4 days ago

Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google. Continue Reading... Full story

Yahoo Finance • 4 days ago

This Lumentum Insider Sold $1.6 Million in Stock. Here's What Long-Term Investors Should Know

Jae Kim, SVP and general counsel, sold 7,803 shares of Lumentum Holdings Inc. (NASDAQ:LITE) on August 19 and August 20, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $6.6 million Shares sold... Full story

Yahoo Finance • 4 days ago

A Lumentum VP Just Parted With $10 Million in Stock. Here's What Long-Term Investors Should Know

Vincent Retort, vice president of global reliability and quality at Lumentum Holdings Inc. (NASDAQ:LITE), disposed of 12,566 shares of common stock on August 19 and August 20, according to a recent SEC Form 4 filing. Transaction summary... Full story

Yahoo Finance • 4 days ago

A Lumentum Executive Sold 2,000 Shares Under a Plan He Filed in May. Here's What to Know

Wupen Yuen, president of global business units at Lumentum Holdings Inc. (NASDAQ:LITE), disposed of 12,565 shares of common stock on August 19 and August 20, according to an SEC Form 4 filing. Transaction summary Metric Value Shares sold... Full story

Yahoo Finance • 4 days ago

What to Know About the CFO of Lumentum's Latest Insider Transaction Filing

Ali Wajid, EVP and chief financial officer of Lumentum Holdings Inc. , reported the disposal of 10,728 shares of the company on August 19 and August 21, according to an SEC Form 4 filing. Transaction summary Metric Value Transaction valu... Full story

Yahoo Finance • 4 days ago

Lumentum's CEO Parted With 6,185 Shares in August. Here's What Long-Term Investors Should Know

Michael E. Hurlston, the president and CEO of Lumentum Holdings Inc. (NASDAQ:LITE), disposed of 6,185 shares of common stock on August 19, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $5.1 m... Full story

Yahoo Finance • 8 days ago

Beyond Chipmakers: 4 Stocks to Buy That Power AI Data Center Expansion

Artificial intelligence (AI) is rapidly becoming one of the biggest investment themes in technology, but the opportunity extends far beyond chipmakers. As hyperscalers race to build AI infrastructure, they need much more than advanced proc... Full story

Yahoo Finance • 9 days ago

Portfolio check: The biggest SA Quant downgrades over the past week

_Recent upgrades and downgrades from Seeking Alpha's Quant Ratings provide tactical ways investors can track shifting momentum and emerging risk, as well as early indicators for bullish or bearish sentiment. _ _[Seeking Alpha Quant Ratings... Full story

Yahoo Finance • 10 days ago

Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%

Quick Read Anthropic's $65B ARR missed $80B+ whisper figures, triggering risk-off selling that sent Lumentum (LITE) down 10% and AXT (AXTI) down 12%. Fabrinet (FN) cratered 20% despite record Q4 revenue of $1.3 billion, up 45% year over y... Full story