Lumentum Holdings, Inc. Aktie News

The need for high-speed data transmission in data centers has supercharged this company's growth. The company's earnings grew at a phenomenal pace last quarter, and the good news is that the trend is likely to continue.

Hedge funds, beware: These Strong Buy stocks aren't just “the next GameStop” hype; they pair high short interest with strong fundamentals, setting the stage for a potential powerful short squeeze. Fear of AI disrupting the disruptors sparked a tech selloff, while short interest continues to rise despite solid earnings results and operating performance. Five years after the GameStop mania, meme ...

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026.

For the quarter ended December 31, 2025, the fund returned 3.77% (Class I shares at NAV), outperforming the Russell 2000 Growth Index return of 1.22%. Lumentum's stock strength in Q4 2025 was driven by a clean earnings beat and accelerating momentum in AI-related optical demand. Stride's common stock declined -56% for the quarter, dropping significantly after the earnings release, even as the c...

Markets in 2026 are rewarding selectivity rather than size alone. Mega-cap leadership has narrowed, volatility has resurfaced, and investors are searching for a framework that can adapt to rotation. A barbell strategy that pairs AI enablers outside the Magnificent 7 with high-quality income names offers needed flexibility.

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events in the coming weeks. Event: Susquehanna 15th Annual Technology Conference Date: Thursday, February 26th, 2026 Meeting Availability: 8:30 a.m. – 5:00 p.m. Eastern Time     Event: Morgan Stanley Technology, Media & Te...

Coherent Must Deliver Big Optical Wins Soon (Q2 Review)

The AI data center buildout is driving demand for Lumentum's connectivity solutions. The optical tech leader's growth is accelerating.