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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

EarningsInflationTech

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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

AI DemandData CentersEarningsEarnings Per ShareFinancial ResultsFourth Quarter

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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

China TradeEarningsOptical ConnectivitySemiconductorsShare Buyback

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11 Aug 2026 17:01

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Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out

AIEarningsEarnings GrowthEarnings ResultsFedInflation

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11 Aug 2026 15:44

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Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i

AI InfrastructureBalance SheetData CentersFree Cash FlowPrice TargetSemiconductors

Published

11 Aug 2026 13:30

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Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI partner, leveraging AWS's AI technologies to compress timelines from drug target identification to clinica

AICloudEarnings

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11 Aug 2026 12:38

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Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal

wall street stock market flag new york trading equity -Shutterstock US equity markets were mostly trending higher before the open Tuesday as investors weigh fading optimism that the US and Iran would reach a quick resolution to their conflict and reopen the Strait of Hormuz.The S&P 500 edged up 0.1% and the Nasdaq added 0.3% in premarket Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

Equities

Published

11 Aug 2026 11:48

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“The Bottleneck Isn’t the Chips Anymore”: Goldman Sachs Says These Are AI’s Next Big Winners

Quick Read Sung Cho at Goldman Sachs picks Lumentum (LITE), up 600% in one year, and Coherent (COHR) as AI infrastructure rotates from GPUs to optical connectivity. Optical capacity is extremely hard to scale while inference demand accelerates, giving connectivity stocks longer trade duration than previous semiconductor cycles. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coherent didn't make the cut. Grab the names FREE today. Goldman Sachs Asset Management's Sung Cho, co-head of public technology investing, argues the AI trade is rotating away from the

AIDatacentersOptical ConnectivityRatingsSemiconductorsStrong Buy

Published

11 Aug 2026 10:25

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CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' The problem is, quarterly results tend to b

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11 Aug 2026 08:44

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US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and tech heavy Nasdaq futures gaining around 0.4%. Softer U.S. jobs data is a key driver. July payrolls fell by 23,000, which reduces the chance of another interest rate hike and can ease pressure on mortgages, credit cards and auto loans. At the same time, Strait of Hormuz risks are keeping oil

EarningsEarnings ReportPrice TargetPrice TargetSemiconductorsTech

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11 Aug 2026 08:11

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S&P 500 Falls Short of Record While Nasdaq Slips

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks. Continue Reading

Published

10 Aug 2026 20:04

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Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more

Check out some of the companies making the biggest moves midday: MarineMax — The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to close by the end of 2026. Varex Imaging — The imaging component maker climbed 48% after Teledyne Technologies agreed to buy Varex for $18.90 a share in cash. The deal is expected to close in early 2027. Teledyne rose a fraction. Artificial intelligence infrastructure — Stocks tied to artificial intelligence infrastructure slid. The Global X

Abcellera BioloAbcellera Biologics IncApple IncArcher AviationArcher Aviation IncBerkshire Hatha

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10 Aug 2026 17:43

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Should COHR Stock Be in Your Portfolio Before Q4 Earnings?

Coherent Corp. COHR will report its fourth-quarter fiscal 2026 results on Aug. 12, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at $1.62, indicating 62% growth from the year-ago reported quarter. The consensus estimate for total revenues stands at $1.99 billion, indicating 30% year-over-year growth. There has been one positive revision to analyst estimates in the past 30 days versus no negative revisions.Zacks Investment Research Image Source: Zacks Investment Research The company has a strong history of earnings surprises. Earnings surpassed t

AIBalance SheetCapacity ExpansionCommunicationsConsensus EstimateDatacenter

Published

10 Aug 2026 17:27

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Nvidia Stock Slips as Its AI Investments Draw Fresh Scrutiny

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks. Continue Reading

Semiconductors

Published

10 Aug 2026 16:29

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Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Quick Read Coherent and Lumentum are selling off 12% and 7% ahead of earnings after both stocks surged over 100% year to date at extreme valuations. Applied Optoelectronics slid just 1% after already reporting, while the SOXX ETF dropped only 1%, confirming the selloff is optics-specific, not a broad semiconductor unwind. Options markets lean defensive with put/call ratios of 1.54 and 1.19 as Lumentum and Coherent report earnings back-to-back this week. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coherent didn't make the cut. Grab the names FREE today.

AIEarningsEarnings ReportOptical NetworkingProfit TakingSemiconductors

Published

10 Aug 2026 16:25

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ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

ACM Research, Inc. ACMR came out with second-quarter 2026 earnings of 61 cents per share, beating the Zacks Consensus Estimate of 30 cents. This compares with earnings of 55 cents per share a year ago. ACM Research reported revenues of $292.92 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.24%. Revenues increased 36% year over year from $215.37 million. ACM Research's Product Portfolio Drives Revenue Growth ACM Research's quarterly performance was led by strong growth across its ECP and advanced packaging businesses. Revenues from ECP, furnace and other t

EarningsFourth QuarterGuidanceOperating IncomeRevenue GrowthRevenue Growth

Published

10 Aug 2026 15:09

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EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates

EPAM Systems EPAM stock climbed close to 5% after announcing strong second-quarter 2026 results, with revenues and earnings surpassing the Zacks Consensus Estimate despite continued macroeconomic uncertainty. EPAM reported second-quarter non-GAAP earnings of $3.38 per share, which increased 22% year over year and beat the Zacks Consensus Estimate of $3.14 by 7.6%. The company's second-quarter revenues of $1.415 billion surpassed the Zacks Consensus Estimate by 0.52% and increased 4.5% year over year. On an organic constant-currency basis, revenues grew 3.4% year over year. Traction in Financia

EarningsFinancialsFree Cash FlowGuidanceNet IncomeOperating Income

Published

10 Aug 2026 15:06

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YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million and surpassed the consensus mark of $366 million. The top-line performance benefited from rapid growth in other revenues, while advertising revenues remained pressured. Other revenues jumped 98% year over year to $33 million, supported by Hatch, data licensing and food ordering. YELP's Revenue Mix Shows Mixed Advertising Tren

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10 Aug 2026 13:02

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SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

AIInflationRates

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10 Aug 2026 11:14

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Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

Earnings

Published

10 Aug 2026 01:21

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seekingalpha.comDirect company coverage

Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag

Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and health care, while weakness is more pronounced in financials and real estate. A total of 735 companies are scheduled to report in the coming week. This week’s top-rated names are led by Lenovo Group Limited (LNVGY [https://seekingalpha.com/symbol/LNVGY]), which holds a quant rating of 4.98, followed by Lumentum Holdings (LITE [https://seekingalpha.com/symbol/LITE]), which holds a quant rating of 4.97, and Liquidia Corporation (LQDA [https://seekingalpha.com/symbol/LQDA]) whic

EarningsEnergyHealthcareQuant RatingsRatingsTech

Published

09 Aug 2026 13:30

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Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

Earnings

Published

09 Aug 2026 12:17

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Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), and Lumentum (LITE [https://seekingalpha.

AI InfrastructureEarningsEarnings NewsEarnings ReportFinancialsHealthcare

Published

09 Aug 2026 12:07

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2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, Fed rate bets were recalculated, sending stocks to the weekend on a high note. The S&P 500 (^GSPC) closed out Friday up 0.6%, putting the index back into record-high territory. As we putter through the back nine of this quarter's earnings season, our focus will continue to be split between the drip of more companies opening t

AIEarningsFedInflationRate HikesSplit

Published

09 Aug 2026 10:00

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Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading

Investment StrategyTech

Published

07 Aug 2026 23:41

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Is Lumentum Holdings (LITE) Fully Valued After Its Recent Rally?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Leadership transition and why it matters for Lumentum Holdings Lumentum Holdings (LITE) recently disclosed that Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, while staying on as a consultant for two years. This arrangement keeps his reliability and quality expertise tied to the company through continued service, which may interest investors focused on execution risk as Lumentum supports AI and cloud infrastructure cus

AIEarningsFree Cash FlowPrice TargetShare PriceShareholder

Published

07 Aug 2026 19:09

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Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?

Applied Optoelectronics AAOI stock gained 16% in the pre-market hours on Aug. 7, 2026, after it released better-than-expected results on Aug. 6. In the second quarter of 2026, the company achieved its fifth consecutive quarter of record revenues, reaching $191.9 million, which marked an 86% year-over-year increase and a 27% sequential rise from the first quarter. This robust performance was attributed to strong demand in both the data center and CATV (cable television) businesses. AAOI shares have also skyrocketed 256.4% in the year-to-date period, outperforming the Zacks Computer & Technology

AIDatacentersEarningsOptical NetworkingSemiconductors

Published

07 Aug 2026 18:07

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