Lumentum

Lumentum

Yahoo Finance • 2 hours ago

Lumentum being sold out through 2029 is 'bullish' for suppliers, foundries: Wedbush

[The optic nerve and its visual link to the brain] jitendrajadhav/iStock via Getty Images * Lumentum (LITE [https://seekingalpha.com/symbol/LITE]) CEO Michael Hurlston said [https://seekingalpha.com/news/4651678-lite-cohr-aaoi-surge-as-... Full story

Yahoo Finance • 16 hours ago

Dow Jones Futures Rise As Trump Claims Russia-Ukraine 'Energy Ceasefire'; ASML, Nvidia Chipmaker Taiwan Semi Earnings Loom

Futures: Trump claimed Ukraine and Russia have agreed to an "energy ceasefire." Earnings for ASML and Nvidia chipmaker Taiwan Semi will be key for AI stocks. Continue Reading... Full story

Yahoo Finance • 23 hours ago

Dow Jones Futures: Trump Claims Russia-Ukraine 'Energy Ceasefire'; ASML, Nvidia Chipmaker Taiwan Semi Earnings Loom

Futures: Trump claimed Ukraine and Russia have agreed to an "energy ceasefire." Earnings for ASML and Nvidia chipmaker Taiwan Semi will be key for AI stocks. Continue Reading... Full story

Yahoo Finance • 3 days ago

Stocks making the biggest moves premarket: Delta Air Lines, SpaceX, T-Mobile, Humana & more

Check out the companies making the biggest moves premarket: SpaceX — Shares were higher by 4% after Grain Management announced it reached an agreement with SpaceX to sell its nationwide 800 megahertz spectrum portfolio. The move that is ex... Full story

Yahoo Finance • 3 days ago

Premarket movers: Humana rallies; SpaceX deal sends telco stocks down

Investing.com - U.S. stock futures were broadly higher on Friday as investors weighed debate over OpenAI's revenue outlook, while oil prices eased after President Donald Trump said the U.S. would not launch new attacks on Iran before the N... Full story

Yahoo Finance • 3 days ago

3 Great Growth Stocks To Own In October 2026

AI chip demand is surging, with Samsung and TSMC both reporting record figures tied to hardware for artificial intelligence. That kind of spending shows how quickly whole industries can open up when a powerful trend takes hold. Investors l... Full story

Yahoo Finance • 4 days ago

Lumentum CEO: Opto-Parts Capacity Sold Out to 2029

Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies.He discusses the bus... Full story

Yahoo Finance • 4 days ago

UBS flags 56 stocks where growth and profitability may be underpriced

[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations f... Full story

Yahoo Finance • 4 days ago

VCSEL Market to Reach US$1.96 Billion by 2032 at 8.8% CAGR, Driven by AI Data Centers and 3D Sensing in Smartphones

Company Logo Up from US$1.18 billion in 2026, with near-infrared VCSELs leading and automotive growing fastest. Key players include Coherent, Lumentum, ams-OSRAM, TRUMPF and Broadcom. Dublin, Oct. 08, 2026 (GLOBE NEWSWIRE) -- "VCSEL Mark... Full story

Yahoo Finance • 5 days ago

Lumentum (LITE) Stock May Be 36% Undervalued After AI Demand News

Lumentum Holdings has been one of the strongest movers in U.S. tech, and with the share price now far above where it traded a few years ago, the real question for investors is how well its cash flows line up with that market value. Over t... Full story

Yahoo Finance • 5 days ago

S&P 500, Nasdaq hit records — but 'the breadth of the rally has narrowed': Chart of the Day

Stocks are sitting at record highs, but under the hood, it's the AI megacaps driving the gains. The rest of the market is flat or lagging. "The breadth of the rally has narrowed," UBS's Ulrike Hoffmann-Burchardi warned on Tuesday. The st... Full story

Yahoo Finance • 6 days ago

Six Companies Just Grew 100% Or More — Four May Surprise You

Doubling revenue — or more — in just a quarter is no small feat. But some S&P 500 companies are on the verge of reporting they did just that. Continue Reading... Full story

Yahoo Finance • 8 days ago

Lumentum Holdings (LITE) AI Optics Push Keeps Its Valuation Debate Alive

Lumentum Holdings (LITE) is leaning into AI infrastructure with two ECOC 2026 showcases: a joint optical interconnect demo with Qualcomm and Corning, and an eight-wavelength DWDM laser module for external laser architectures. Lumentum Hol... Full story

Yahoo Finance • 10 days ago

Catalyst Watch: Microsoft event, FOMC talk, and the finish line for Paramount-Warner Bros.

[Wall Street sign in Lower Manhattan, NYC] georgeclerk Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MO... Full story

Yahoo Finance • 10 days ago

Dow Jones Futures Rise, Oil Prices Fall With Tesla, Jobs Report Due; Micron In Buy Area

Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom. Continue Reading... Full story

Yahoo Finance • 11 days ago

Dow Jones Futures: Stocks Rise Off Support As Yields Tumble, Micron, Meta In Focus; Tesla, Jobs Report Due

Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom. Continue Reading... Full story

Yahoo Finance • 11 days ago

Why Nvidia’s ‘circular financing’ is a masterclass in ROI

Today's panel includes host Turney Duff, Futurum CEO Daniel Newman, Yahoo Finance's Julie Hyman, and Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, who discuss how and why Nvidia (NVDA) mastered the art of circular finan... Full story

Yahoo Finance • 12 days ago

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

Target upgraded, Moderna downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled... Full story

Yahoo Finance • 12 days ago

Western Digital Stock And 2 More AI Infrastructure Stocks To Own

Government bond yields have climbed to their highest levels in decades, which is putting pressure on expensive software stocks and pulling market attention toward businesses tied to real assets. Capital is getting a higher hurdle rate. Inv... Full story

Yahoo Finance • 14 days ago

Citi Sees $11 Billion Optical Networking Boom Driven By Google, Nvidia

With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030. Continue Reading... Full story