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.
/ 12 items
#LITE↓
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.
Lumentum Lands Massive Multibillion-Dollar OCS Deal
Executives highlight strong execution and new multibillion OCS pact at OFC 2026—replacing $400M guidance for years of revenue growth in cloud/AI networking.
Huang Reaffirms Copper's Role in Nvidia Servers: Optics Demand Takes a Breather
Nvidia CEO Jensen Huang reaffirms copper's role in AI server racks for Vera Rubin & Feynman, causing Coherent and Lumentum shares to fall ~4%. Credo rises as optics wait.
S&P 500 Adds Vertiv, Lumentum, Coherent & EchoStar in March 2026 Quarterly Rebalance
S&P Dow Jones announces March 2026 quarterly rebalance. Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS) join the S&P 500.