seekingalpha.com · 4 jul

Lumentum: The Pullback Before The Breakout

Lumentum (LITE) corrected roughly 33% from its peak as valuation excess unwound after the rapid AI-driven repricing phase. Selloff unfolded in four waves, including profit-taking, multiple compression, macro repricing, and sector-wide AI narrative shock. Structural AI demand remains intact, driven by optical interconnect transition, 1.6T scaling, and hyperscaler infrastructure expansion cycles.

247wallst.com · 2 jul

Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.

zacks.com · 1 jul

Lumentum's Component Business Accelerates: More Upside Ahead?

LITE's Components segment hit record revenues as AI data-center demand fuels laser shipments, margins and 2026 growth plans.

fool.com · 29 jun

iShares Fund Face-off: Is the Russell 2000 Growth ETF or Morningstar Small-Cap Growth ETF the Better Buy?

Compare portfolio diversity, sector tilts, and risk profiles as you weigh two leading small-cap growth ETFs for your investment strategy.

247wallst.com · 29 jun

These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

investorplace.com · 29 jun

Kalshi’s Harrison Shows Where the Next AI Trade Is Heading

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.

fool.com · 28 jun

The AI Bottleneck Most Investors Are Missing but Shouldn't

The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a different challenge is emerging: moving massive amounts of data between those processors.

marketwatch.com · 26 jun

AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.