Lumentum Sold Out Through 2028 as AI Demand Goes Crazy
Lumentum Holdings is overwhelmed by AI demand, expanding fast but still sold out through 2028 due to huge tech orders.
Already have an account? Sign in.
Lumentum Holdings is overwhelmed by AI demand, expanding fast but still sold out through 2028 due to huge tech orders.
Apollo Global and Blackstone are in talks to provide Broadcom with up to $35 billion in private credit to fuel its AI chip development and production.
Replimune stock jumped after news Trump may fire FDA chief, raising hopes of easier drug approvals despite past rejections.
Apple and Intel will collaborate on chips for Apple devices, with the Trump administration helping to encourage the agreement.