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GF Securities Revisits AI Stock Rebound

This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair

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12 Aug 2026 19:38

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SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

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12 Aug 2026 17:49

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Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Corning didn't make the cut

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12 Aug 2026 17:22

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Why Lumentum Holdings Stock Is Soaring Today

This article first appeared on GuruFocus. Lumentum Holdings (NASDAQ:LITE) shares jumped about 14% on Wednesday after fiscal fourth-quarter results and the company's outlook drew positive reactions from analysts. The stock had been volatile ahead of the report, while the latest figures pointed to continued demand for optical products used in AI infrastructure. Lumentum reported quarterly revenue of about $1.01 billion, up 109% from a year earlier and 23% sequentially. Adjusted earnings per share reached $3.23, beating the $2.97 analyst estimate, according to reported results. Warning! GuruFocus

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12 Aug 2026 17:11

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Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion. Analysts polled by FactSet sought 96 cents a share and $2.06 billion. Aecom — The construction developer drop

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12 Aug 2026 16:06

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LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and artificial intelligence (AI) demand fueled growth, while the company began shipping 1.6T transceivers and posted record cloud transceiver shipments. LITE Components Ride Scale-Out & Scale-Across Demand Components revenues were $649.4 million, up 21.8% sequentially and 102.7% year over year. Strength came from scale-out and sca

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12 Aug 2026 15:42

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Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven

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12 Aug 2026 14:56

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AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI infrastructure trade also gained, including optical product maker Lumentum (LITE), and the memory and storage complex trade also gained with the Roundhill Memory ETF (DRAM). What's behind the move: Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology s

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12 Aug 2026 14:23

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Supermicro Soars On Report. Why Nvidia Is Also Rallying.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading

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12 Aug 2026 14:14

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Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

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12 Aug 2026 13:04

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5 Low-Leverage Stocks to Buy as High Oil Prices Shake Investor Confidence

Major U.S. stock indices ended lower on Aug. 12, 2026, as investor sentiment was weighed down by escalating U.S.-Iran tensions and dimming prospects for the reopening of the Strait of Hormuz. A surge in crude oil prices, combined with underperformance across key technology stocks, further pressured the broader market. In an environment marked by heightened geopolitical volatility and macro uncertainty, pivoting to financially resilient companies — specifically low-leverage stocks backed by strong balance sheets — offers a prudent defensive strategy for equity investors. These fiscally conserva

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12 Aug 2026 13:00

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Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more

Check out the companies making the biggest moves premarket: Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents per share. Revenue guidance in the range of $14.5 billion to $15.5 billion also topped the anticipated $11.68 billion. CoreWeave — The artificial intelligence cloud company saw shares gain

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12 Aug 2026 12:12

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Stock Markets Face a Lose-Lose on Inflation From an Unlikely Threat

Lumentum’s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum’s results, and more news to start your day. Continue Reading

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12 Aug 2026 12:04

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Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today’s Market

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report. Continue Reading

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12 Aug 2026 11:18

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Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I

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12 Aug 2026 10:45

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Coherent shares rise after Lumentum earnings boost optical networking outlook

Laser lights ©Adobe Stock Images Coherent (NYSE:COHR) shares climbed 5.7% in premarket trading to $347.37 after rival Lumentum Holdings (NASDAQ:LITE) delivered fiscal fourth-quarter revenue and adjusted earnings above Wall Street forecasts and issued stronger-than-expected first-quarter sales guidance, reinforcing expectations of robust demand for optical networking equipment. The positive read-through from Lumentum encouraged investors ahead of Coherent's own fiscal 2026 fourth-quarter results, which are due after the NYSE close. Management is scheduled to hold a webcast at 10:30 p.m. ET foll

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12 Aug 2026 10:00

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Lumentum beats quarterly forecasts as AI demand drives stronger outlook

Cloud computing applications ©Shutterstock Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth-quarter results above Wall Street expectations, supported by strong artificial intelligence-related demand for optical connectivity used in data centres. Adjusted earnings per share came in at $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, ahead of the $984.57 million consensus forecast and up 109% from $480.7 million in the same period a year earlier. First-quarter guidance exceeds expectations For the first quarter of fiscal 2027, Lumentum forecast reve

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12 Aug 2026 09:56

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Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report

Stock futures were rising on Wednesday after cloud computing company CoreWeave, optical networking company Lumentum, and server maker Super Micro all reported solid quarterly results, breathing some life into the AI trade ahead of the July inflation report. Continue Reading

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12 Aug 2026 08:42

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Stock futures little changed as traders await inflation report

[Wall Street-Street Sign] P_Wei/E+ via Getty Images Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Dow futures (INDU [https://seekingalpha.com/symbol/INDU]) -0.01%, S&P 500 futures (SPX [https://seekingalpha.com/symbol/SPX]) +0.12%, and Nasdaq futures (US100:IND) +0.18%. The consumer price index is seen up a more routine 0.1% month-over-month and 0.2% on a core basis in June, with annual increases of 3.4% and 2.4%. Among S&P 500 stocks, Super Micro Co

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12 Aug 2026 08:14

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Lumentum Holdings Inc (LITE) (Q4 2026) Earnings Call Highlights: Revenue Surges 109% as ...

This article first appeared on GuruFocus. Revenue: Q4 revenue surged 109% year-over-year to $1.01 billion, marking the eighth consecutive quarter of top-line growth. Gross Margin: Non-GAAP gross margin crossed 50% in Q4, up 250 basis points sequentially and 1,260 basis points year-over-year. Operating Margin: Non-GAAP operating margin expanded to 36.6%, up 440 basis points sequentially and 2,160 basis points year-over-year. Net Income: Non-GAAP net income was $326.3 million, with non-GAAP EPS of $3.23. Operating Expenses: Non-GAAP operating expenses totaled $138.1 million, or 13.7% of revenue.

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12 Aug 2026 05:01

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Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading

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12 Aug 2026 00:37

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Lumentum Earnings, Revenue Top Estimates As New Products Ramp

Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views. Continue Reading

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11 Aug 2026 22:09

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Lumentum Earnings Clear Estimates as Sales More Than Double

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading

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11 Aug 2026 21:31

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Lumentum (LITE) Q4 Earnings and Revenues Top Estimates

Lumentum (LITE) came out with quarterly earnings of $3.23 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.03%. A quarter ago, it was expected that this optical networking products maker would post earnings of $2.24 per share when it actually produced earnings of $2.37, delivering a surprise of +5.8%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Lumentum, which be

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11 Aug 2026 21:25

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Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more

Check out the companies making headlines after hours. Super Micro Computer — The data center infrastructure stock rallied more than 8% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents. Revenue guidance in the range of $14.5 billion to $15.5 billion also topped the anticipated $11.68 billion. CoreWeave — The artificial intelligence cloud company saw shares gain 14%. Second quart

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11 Aug 2026 21:18

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Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem

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11 Aug 2026 20:57

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Dow Jones Futures: Stocks Pause Before CPI Inflation; 3 Nvidia Partners Lead Earnings Movers Late

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading

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11 Aug 2026 20:55

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Lumentum beats estimates on AI demand, guides above consensus; shares jump

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in the same quarter last year. The company issued first quarter fiscal 2027 revenue guidance of $1.225 billion to $1.275 billion, with a midpoint of $1.25 billion exceeding the analyst consensus of $1.16 billion. Adjusted EPS guidance of $4.05 to $4.35, with a midpoint of $4.20, also topped the co

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11 Aug 2026 20:44

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Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

Fiscal Fourth Quarter Highlights: Net revenue of $1.01 billion GAAP gross margin of 47.4%; Non-GAAP gross margin of 50.4% GAAP operating margin of 27.8%; Non-GAAP operating margin of 36.6% Forecasting first quarter of fiscal year 2027 revenue of $1.225 billion to $1.275 billion; Non-GAAP operating margin of 39.5% to 40.5%; and Non-GAAP diluted net income per share of $4.05 to $4.35 SAN JOSE, Calif., August 11, 2026--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal fourth quarter and full fiscal year ended June 27, 2026. "Lumentum is po

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11 Aug 2026 20:03

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AXT Slides Before Lumentum and Coherent Report Earnings This Week.

Quick Read AXT has surged 351% YTD but is pausing as traders de-risk ahead of Lumentum's closely watched earnings after tonight's close. Coherent, up 76% YTD, plans to double internal InP wafer output by year-end 2026, a direct demand signal for AXT substrates. Lumentum has beaten EPS four straight quarters, with past beats averaging a 7% day-of gain and 15% one-week gain. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of AXT (NASDAQ:AXTI) are drifting low

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11 Aug 2026 17:01

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