{"ticker": {"uuid": "80a6cf1f-a1c6-45d3-89e6-aa90c1e3a3d3", "symbol": "LITE", "name": "Lumentum Holdings Inc", "exchange": "NASDAQ", "country": "US", "sector": "Technology", "industry": "Communication Equipment"}, "articles": [{"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.287, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Coherent posts a blowout Q4 and aggressive guidance, yet shares take a 5% haircut", "summary": "Investing.com -- Coherent Corp. (NYSE: COHR) just dropped a phenomenal fourth-quarter report, blowing past Wall Street's top- and bottom-line expectations and setting an aggressive bar for its fiscal 2027 outlook. Yet, despite the blowout numbers, shares slid 5% following the announcement\u2014a stark reversal after the stock surged 8% earlier in the day on the coattails of peer Lumentum's strong results. Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billi", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-posts-blowout-q4-aggressive-204756843.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:47:56+00:00", "published_display": "12 Aug 2026 20:47", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.381, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Earnings Per Share", "Guidance", "Photonics"]}, {"title": "Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report", "summary": "A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading", "url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:03:14+00:00", "published_display": "12 Aug 2026 20:03", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.335, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Tech"]}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.352, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.317, "duplicate_count": 2, "topics": ["Earnings"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "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 \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.285, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Why Lumentum Holdings Stock Is Soaring Today", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/why-lumentum-holdings-stock-soaring-171154351.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:11:54+00:00", "published_display": "12 Aug 2026 17:11", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.415, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Guidance", "Optical Products", "Price Target"]}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 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 \u2014 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 \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.349, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/lite-q4-earnings-beat-ai-154200375.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:42:00+00:00", "published_display": "12 Aug 2026 15:42", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.383, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "Fourth Quarter", "Price Target", "Tech"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.3, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "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", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "Supermicro Soars On Report. Why Nvidia Is Also Rallying.", "summary": "Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading", "url": "https://finance.yahoo.com/m/a86a0faa-7892-344b-afee-f1abbb8a47b4/supermicro-soars-on-report..html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:05+00:00", "published_display": "12 Aug 2026 14:14", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.321, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:01:00+00:00", "published_display": "12 Aug 2026 14:01", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/nebius%2C-coreweave%2C-lumentum%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:04:00+00:00", "published_display": "12 Aug 2026 13:04", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.319, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "5 Low-Leverage Stocks to Buy as High Oil Prices Shake Investor Confidence", "summary": "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 \u2014 specifically low-leverage stocks backed by strong balance sheets \u2014 offers a prudent defensive strategy for equity investors. These fiscally conserva", "url": "https://finance.yahoo.com/markets/stocks/articles/5-low-leverage-stocks-buy-130000400.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.187, "duplicate_count": 1, "topics": ["Debt To Equity Ratio", "Earnings", "Earnings Growth", "Earnings Per Share", "Low Leverage", "Second Quarter Results"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 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 \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.358, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock Markets Face a Lose-Lose on Inflation From an Unlikely Threat", "summary": "Lumentum\u2019s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum\u2019s results, and more news to start your day. Continue Reading", "url": "https://finance.yahoo.com/m/919bbc1d-24b2-3175-8ab2-1760e9d80e58/stock-markets-face-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:04:00+00:00", "published_display": "12 Aug 2026 12:04", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.358, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/lumentum%2C-coreweave%2C-smci%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:18:00+00:00", "published_display": "12 Aug 2026 11:18", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.314, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.259, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Coherent shares rise after Lumentum earnings boost optical networking outlook", "summary": "Laser lights \u00a9Adobe 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", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-shares-rise-lumentum-earnings-100003483.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:00:03+00:00", "published_display": "12 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.394, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Fcc", "Optical Networking", "Price Target"]}, {"title": "Lumentum beats quarterly forecasts as AI demand drives stronger outlook", "summary": "Cloud computing applications \u00a9Shutterstock 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", "url": "https://finance.yahoo.com/technology/ai/articles/lumentum-beats-quarterly-forecasts-ai-095605324.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:56:05+00:00", "published_display": "12 Aug 2026 09:56", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.486, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Fourth Quarter", "Guidance"]}, {"title": "Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report", "summary": "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", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rise-as-ai-vibe.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:42:54+00:00", "published_display": "12 Aug 2026 08:42", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.296, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Stock futures little changed as traders await inflation report", "summary": "[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", "url": "https://seekingalpha.com/news/4631287-sp500-nasdaq-dow-jones-outlook-stock-market-cpi?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T08:14:56+00:00", "published_display": "12 Aug 2026 08:14", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.255, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Inflation", "Tech"]}, {"title": "Lumentum Holdings Inc (LITE) (Q4 2026) Earnings Call Highlights: Revenue Surges 109% as ...", "summary": "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.", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-inc-lite-q4-050115883.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T05:01:15+00:00", "published_display": "12 Aug 2026 05:01", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Net Income", "Semiconductors"]}, {"title": "Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due", "summary": "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", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-3-nvidia.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T00:37:46+00:00", "published_display": "12 Aug 2026 00:37", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.224, "duplicate_count": 1, "topics": ["Earnings", "Inflation"]}, {"title": "Lumentum Earnings, Revenue Top Estimates As New Products Ramp", "summary": "Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views. Continue Reading", "url": "https://finance.yahoo.com/m/2482cf84-861d-308c-9b6f-e3a10d2824af/lumentum-earnings%2C-revenue.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T22:09:33+00:00", "published_display": "11 Aug 2026 22:09", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": ["Earnings", "Guidance"]}, {"title": "Lumentum Earnings Clear Estimates as Sales More Than Double", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-earnings-clear.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:31:00+00:00", "published_display": "11 Aug 2026 21:31", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.272, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Lumentum (LITE) Q4 Earnings and Revenues Top Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-lite-q4-earnings-revenues-212503453.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:25:03+00:00", "published_display": "11 Aug 2026 21:25", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.411, "duplicate_count": 1, "topics": ["Communication Components", "Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise"]}, {"title": "Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more", "summary": "Check out the companies making headlines after hours. Super Micro Computer \u2014 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 $11.68 billion. CoreWeave \u2014 The artificial intelligence cloud company saw shares gain 14%. Second quart", "url": "https://www.cnbc.com/2026/08/11/stocks-making-the-biggest-moves-after-hours-smci-crwv-hrb.html", "source_name": "cnbc.com", "published_at": "2026-08-11T21:18:44+00:00", "published_display": "11 Aug 2026 21:18", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": ["Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source", "Consensus Estimate"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($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", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T20:57:29+00:00", "published_display": "11 Aug 2026 20:57", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Price Target", "Rates"]}, {"title": "Dow Jones Futures: Stocks Pause Before CPI Inflation; 3 Nvidia Partners Lead Earnings Movers Late", "summary": "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", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-stocks.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:55:25+00:00", "published_display": "11 Aug 2026 20:55", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.251, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Lumentum beats estimates on AI demand, guides above consensus; shares jump", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/lumentum-beats-estimates-ai-demand-204453305.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:44:53+00:00", "published_display": "11 Aug 2026 20:44", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.442, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Fourth Quarter", "Guidance"]}, {"title": "Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-announces-fourth-quarter-full-200300978.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:03:00+00:00", "published_display": "11 Aug 2026 20:03", "sentiment": "negative", "sentiment_pct": 22, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.44, "duplicate_count": 1, "topics": ["AI Demand", "Data Centers", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter"]}, {"title": "AXT Slides Before Lumentum and Coherent Report Earnings This Week.", "summary": "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 $50 deposit to get started.2 See for yourself (Sponsor) Shares of AXT (NASDAQ:AXTI) are drifting low", "url": "https://finance.yahoo.com/markets/stocks/articles/axt-slides-lumentum-coherent-report-170157183.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:01:57+00:00", "published_display": "11 Aug 2026 17:01", "sentiment": "positive", "sentiment_pct": 81, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.296, "duplicate_count": 1, "topics": ["China Trade", "Earnings", "Optical Connectivity", "Semiconductors", "Share Buyback"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($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 ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T15:44:35+00:00", "published_display": "11 Aug 2026 15:44", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.199, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"]}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery", "summary": "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", "url": "https://finance.yahoo.com/healthcare/articles/cloud-ai-today-novo-nordisk-123802779.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:38:02+00:00", "published_display": "11 Aug 2026 12:38", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.148, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings"]}, {"title": "Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-mostly-pre-bell-investors-114821965.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:48:21+00:00", "published_display": "11 Aug 2026 11:48", "sentiment": "positive", "sentiment_pct": 70, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.188, "duplicate_count": 1, "topics": ["Equities"]}, {"title": "\u201cThe Bottleneck Isn\u2019t the Chips Anymore\u201d: Goldman Sachs Says These Are AI\u2019s Next Big Winners", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/technology/ai/articles/bottleneck-isn-t-chips-anymore-102552279.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:25:52+00:00", "published_display": "11 Aug 2026 10:25", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.222, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Optical Connectivity", "Ratings", "Semiconductors", "Strong Buy"]}, {"title": "CoreWeave\u2019s Forecast Is Key to Stopping Another Earnings Selloff", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-forecast-key-stopping-another-084411013.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T08:44:11+00:00", "published_display": "11 Aug 2026 08:44", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.189, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Earnings Report", "Fourth Quarter", "Guidance"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease", "summary": "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 ", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081147026.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T08:11:47+00:00", "published_display": "11 Aug 2026 08:11", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.24, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Price Target", "Price Target", "Semiconductors", "Tech"]}, {"title": "S&P 500 Falls Short of Record While Nasdaq Slips", "summary": "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", "url": "https://finance.yahoo.com/m/8081c428-d178-318c-a9c5-d910f09c058f/s%26p-500-falls-short-of-record.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:04:22+00:00", "published_display": "10 Aug 2026 20:04", "sentiment": "negative", "sentiment_pct": 37, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.148, "duplicate_count": 1, "topics": []}, {"title": "Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more", "summary": "Check out some of the companies making the biggest moves midday: MarineMax \u2014 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 \u2014 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 \u2014 Stocks tied to artificial intelligence infrastructure slid. The Global X", "url": "https://www.cnbc.com/2026/08/10/stocks-making-the-biggest-moves-midday-ntap-intc-aapl-docs-vrsk.html", "source_name": "cnbc.com", "published_at": "2026-08-10T17:43:55+00:00", "published_display": "10 Aug 2026 17:43", "sentiment": "positive", "sentiment_pct": 78, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.219, "duplicate_count": 1, "topics": ["Abcellera Biolo", "Abcellera Biologics Inc", "Apple Inc", "Archer Aviation", "Archer Aviation Inc", "Berkshire Hatha"]}, {"title": "Should COHR Stock Be in Your Portfolio Before Q4 Earnings?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/cohr-stock-portfolio-q4-earnings-172700462.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:27:00+00:00", "published_display": "10 Aug 2026 17:27", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.245, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capacity Expansion", "Communications", "Consensus Estimate", "Datacenter"]}, {"title": "Nvidia Stock Slips as Its AI Investments Draw Fresh Scrutiny", "summary": "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", "url": "https://finance.yahoo.com/m/560986ca-3c76-3405-8e7d-dc8d0c0e7f92/nvidia-stock-slips-as-its-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:29:00+00:00", "published_display": "10 Aug 2026 16:29", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.092, "duplicate_count": 1, "topics": ["Semiconductors"]}, {"title": "Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings", "summary": "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 \u2014 and Coherent didn't make the cut. Grab the names FREE today. ", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-falls-12-lumentum-drops-162541572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:25:41+00:00", "published_display": "10 Aug 2026 16:25", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.231, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Optical Networking", "Profit Taking", "Semiconductors"]}, {"title": "ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/acmr-q2-earnings-surpass-estimates-150900615.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:09:00+00:00", "published_display": "10 Aug 2026 15:09", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.241, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter", "Guidance", "Operating Income", "Revenue Growth", "Revenue Growth"]}, {"title": "EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/epam-systems-stock-q2-earnings-150600025.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:06:00+00:00", "published_display": "10 Aug 2026 15:06", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["Earnings", "Financials", "Free Cash Flow", "Guidance", "Net Income", "Operating Income"]}, {"title": "YELP Q2 Earnings Beat Estimates as Other Revenues Surge", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/yelp-q2-earnings-beat-estimates-130200252.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:02:00+00:00", "published_display": "10 Aug 2026 13:02", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.225, "duplicate_count": 1, "topics": ["Advertising", "AI", "Earnings", "Free Cash Flow", "Guidance", "Share Buyback"]}, {"title": "SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today\u2019s Market", "summary": "The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading", "url": "https://finance.yahoo.com/m/0d7005de-affb-3cd1-bc11-e5ad6f9e63ce/smci%2C-apple%2C-intel%2C-berkshire.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:14:00+00:00", "published_display": "10 Aug 2026 11:14", "sentiment": "positive", "sentiment_pct": 62, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.131, "duplicate_count": 1, "topics": ["AI", "Inflation", "Rates"]}, {"title": "Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead", "summary": "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", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-fall-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:21:40+00:00", "published_display": "10 Aug 2026 01:21", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.114, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag", "summary": "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\u2019s 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", "url": "https://seekingalpha.com/news/4629487-quant-snapshot-lenovo-group-and-lumentum-holdings-lead-top-rated-names-as-cannae-holdings-and-crescent-capital-bdc-payments-lag?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T13:30:06+00:00", "published_display": "09 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.143, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Healthcare", "Quant Ratings", "Ratings", "Tech"]}, {"title": "Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead", "summary": "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", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-loom-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T12:17:35+00:00", "published_display": "09 Aug 2026 12:17", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.158, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more", "summary": "[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.", "url": "https://seekingalpha.com/news/4629639-earnings-week-ahead-smci-csco-jd-plug-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T12:07:00+00:00", "published_display": "09 Aug 2026 12:07", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Earnings News", "Earnings Report", "Financials", "Healthcare"]}, {"title": "2 key checks on AI infrastructure and inflation: What to watch this week", "summary": "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", "url": "https://finance.yahoo.com/markets/article/2-key-checks-on-ai-infrastructure-and-inflation-what-to-watch-this-week-100000678.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:00:00+00:00", "published_display": "09 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Rate Hikes", "Split"]}, {"title": "Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures%3A-what-to-do.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T23:41:13+00:00", "published_display": "07 Aug 2026 23:41", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.042, "duplicate_count": 2, "topics": ["Investment Strategy", "Tech"]}, {"title": "Is Lumentum Holdings (LITE) Fully Valued After Its Recent Rally?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-lite-fully-valued-190941490.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T19:09:41+00:00", "published_display": "07 Aug 2026 19:09", "sentiment": "positive", "sentiment_pct": 67, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.202, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Price Target", "Share Price", "Shareholder"]}, {"title": "Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/hold-applied-optoelectronics-stock-post-180700125.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:07:00+00:00", "published_display": "07 Aug 2026 18:07", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.123, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Earnings", "Optical Networking", "Semiconductors"]}], "by_tier": {"direct": [{"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.287, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Coherent posts a blowout Q4 and aggressive guidance, yet shares take a 5% haircut", "summary": "Investing.com -- Coherent Corp. (NYSE: COHR) just dropped a phenomenal fourth-quarter report, blowing past Wall Street's top- and bottom-line expectations and setting an aggressive bar for its fiscal 2027 outlook. Yet, despite the blowout numbers, shares slid 5% following the announcement\u2014a stark reversal after the stock surged 8% earlier in the day on the coattails of peer Lumentum's strong results. Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billi", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-posts-blowout-q4-aggressive-204756843.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:47:56+00:00", "published_display": "12 Aug 2026 20:47", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.381, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Earnings Per Share", "Guidance", "Photonics"]}, {"title": "Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report", "summary": "A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading", "url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:03:14+00:00", "published_display": "12 Aug 2026 20:03", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.335, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Tech"]}, {"title": "GF Securities Revisits AI Stock Rebound", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:38:20+00:00", "published_display": "12 Aug 2026 19:38", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.352, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Price Target", "Semiconductors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.317, "duplicate_count": 2, "topics": ["Earnings"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "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 \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.285, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Why Lumentum Holdings Stock Is Soaring Today", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/why-lumentum-holdings-stock-soaring-171154351.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:11:54+00:00", "published_display": "12 Aug 2026 17:11", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.415, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Guidance", "Optical Products", "Price Target"]}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 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 \u2014 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 \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.349, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/lite-q4-earnings-beat-ai-154200375.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:42:00+00:00", "published_display": "12 Aug 2026 15:42", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.383, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "Fourth Quarter", "Price Target", "Tech"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.3, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "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", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "Supermicro Soars On Report. Why Nvidia Is Also Rallying.", "summary": "Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia. Continue Reading", "url": "https://finance.yahoo.com/m/a86a0faa-7892-344b-afee-f1abbb8a47b4/supermicro-soars-on-report..html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:14:05+00:00", "published_display": "12 Aug 2026 14:14", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.321, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report"]}, {"title": "Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-stock-jumps-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:01:00+00:00", "published_display": "12 Aug 2026 14:01", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Nebius, CoreWeave, Lumentum, Quantinuum, Super Micro, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/nebius%2C-coreweave%2C-lumentum%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:04:00+00:00", "published_display": "12 Aug 2026 13:04", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.319, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "5 Low-Leverage Stocks to Buy as High Oil Prices Shake Investor Confidence", "summary": "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 \u2014 specifically low-leverage stocks backed by strong balance sheets \u2014 offers a prudent defensive strategy for equity investors. These fiscally conserva", "url": "https://finance.yahoo.com/markets/stocks/articles/5-low-leverage-stocks-buy-130000400.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.187, "duplicate_count": 1, "topics": ["Debt To Equity Ratio", "Earnings", "Earnings Growth", "Earnings Per Share", "Low Leverage", "Second Quarter Results"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 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 \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.358, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Stock Markets Face a Lose-Lose on Inflation From an Unlikely Threat", "summary": "Lumentum\u2019s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum\u2019s results, and more news to start your day. Continue Reading", "url": "https://finance.yahoo.com/m/919bbc1d-24b2-3175-8ab2-1760e9d80e58/stock-markets-face-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:04:00+00:00", "published_display": "12 Aug 2026 12:04", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.358, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today\u2019s Market", "summary": "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", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/lumentum%2C-coreweave%2C-smci%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:18:00+00:00", "published_display": "12 Aug 2026 11:18", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.314, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:45:01+00:00", "published_display": "12 Aug 2026 10:45", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.259, "duplicate_count": 1, "topics": ["AI Investment", "Earnings", "Fourth Quarter", "Optical Components", "Revenue Growth", "Semiconductors"]}, {"title": "Coherent shares rise after Lumentum earnings boost optical networking outlook", "summary": "Laser lights \u00a9Adobe 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", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-shares-rise-lumentum-earnings-100003483.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T10:00:03+00:00", "published_display": "12 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.394, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Per Share", "Fcc", "Optical Networking", "Price Target"]}, {"title": "Lumentum beats quarterly forecasts as AI demand drives stronger outlook", "summary": "Cloud computing applications \u00a9Shutterstock 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", "url": "https://finance.yahoo.com/technology/ai/articles/lumentum-beats-quarterly-forecasts-ai-095605324.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:56:05+00:00", "published_display": "12 Aug 2026 09:56", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.486, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Fourth Quarter", "Guidance"]}, {"title": "Stock Futures Rise as AI Vibe Shifts Before CPI Inflation Report", "summary": "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", "url": "https://finance.yahoo.com/m/3a186379-3c33-3f37-95c9-26f95ddcb67c/stock-futures-rise-as-ai-vibe.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:42:54+00:00", "published_display": "12 Aug 2026 08:42", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.296, "duplicate_count": 1, "topics": ["AI", "Earnings", "Inflation", "Quarterly Results", "Tech"]}, {"title": "Stock futures little changed as traders await inflation report", "summary": "[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", "url": "https://seekingalpha.com/news/4631287-sp500-nasdaq-dow-jones-outlook-stock-market-cpi?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T08:14:56+00:00", "published_display": "12 Aug 2026 08:14", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.255, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Inflation", "Tech"]}, {"title": "Lumentum Holdings Inc (LITE) (Q4 2026) Earnings Call Highlights: Revenue Surges 109% as ...", "summary": "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.", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-inc-lite-q4-050115883.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T05:01:15+00:00", "published_display": "12 Aug 2026 05:01", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Net Income", "Semiconductors"]}, {"title": "Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due", "summary": "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", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-3-nvidia.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T00:37:46+00:00", "published_display": "12 Aug 2026 00:37", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.224, "duplicate_count": 1, "topics": ["Earnings", "Inflation"]}, {"title": "Lumentum Earnings, Revenue Top Estimates As New Products Ramp", "summary": "Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views. Continue Reading", "url": "https://finance.yahoo.com/m/2482cf84-861d-308c-9b6f-e3a10d2824af/lumentum-earnings%2C-revenue.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T22:09:33+00:00", "published_display": "11 Aug 2026 22:09", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": ["Earnings", "Guidance"]}, {"title": "Lumentum Earnings Clear Estimates as Sales More Than Double", "summary": "The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter. Continue Reading", "url": "https://finance.yahoo.com/m/f477b587-04cf-3527-bb2c-4f285d20521d/lumentum-earnings-clear.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:31:00+00:00", "published_display": "11 Aug 2026 21:31", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.272, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter"]}, {"title": "Lumentum (LITE) Q4 Earnings and Revenues Top Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-lite-q4-earnings-revenues-212503453.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T21:25:03+00:00", "published_display": "11 Aug 2026 21:25", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.411, "duplicate_count": 1, "topics": ["Communication Components", "Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise"]}, {"title": "Stocks making the biggest moves after hours: Super Micro Computer, CoreWeave, H&R Block and more", "summary": "Check out the companies making headlines after hours. Super Micro Computer \u2014 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 $11.68 billion. CoreWeave \u2014 The artificial intelligence cloud company saw shares gain 14%. Second quart", "url": "https://www.cnbc.com/2026/08/11/stocks-making-the-biggest-moves-after-hours-smci-crwv-hrb.html", "source_name": "cnbc.com", "published_at": "2026-08-11T21:18:44+00:00", "published_display": "11 Aug 2026 21:18", "sentiment": "positive", "sentiment_pct": 83, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": ["Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source", "Consensus Estimate"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($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", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T20:57:29+00:00", "published_display": "11 Aug 2026 20:57", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Price Target", "Rates"]}, {"title": "Dow Jones Futures: Stocks Pause Before CPI Inflation; 3 Nvidia Partners Lead Earnings Movers Late", "summary": "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", "url": "https://finance.yahoo.com/m/7170c7f6-3bd3-35bf-bee2-a691a7f3afbd/dow-jones-futures%3A-stocks.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:55:25+00:00", "published_display": "11 Aug 2026 20:55", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.251, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Tech"]}, {"title": "Lumentum beats estimates on AI demand, guides above consensus; shares jump", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/lumentum-beats-estimates-ai-demand-204453305.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:44:53+00:00", "published_display": "11 Aug 2026 20:44", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.442, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Earnings Per Share", "Fourth Quarter", "Guidance"]}, {"title": "Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-announces-fourth-quarter-full-200300978.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:03:00+00:00", "published_display": "11 Aug 2026 20:03", "sentiment": "negative", "sentiment_pct": 22, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.44, "duplicate_count": 1, "topics": ["AI Demand", "Data Centers", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter"]}, {"title": "AXT Slides Before Lumentum and Coherent Report Earnings This Week.", "summary": "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 $50 deposit to get started.2 See for yourself (Sponsor) Shares of AXT (NASDAQ:AXTI) are drifting low", "url": "https://finance.yahoo.com/markets/stocks/articles/axt-slides-lumentum-coherent-report-170157183.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:01:57+00:00", "published_display": "11 Aug 2026 17:01", "sentiment": "positive", "sentiment_pct": 81, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.296, "duplicate_count": 1, "topics": ["China Trade", "Earnings", "Optical Connectivity", "Semiconductors", "Share Buyback"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($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 ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T15:44:35+00:00", "published_display": "11 Aug 2026 15:44", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.199, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"]}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.28, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery", "summary": "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", "url": "https://finance.yahoo.com/healthcare/articles/cloud-ai-today-novo-nordisk-123802779.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:38:02+00:00", "published_display": "11 Aug 2026 12:38", "sentiment": "neutral", "sentiment_pct": 47, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.148, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings"]}, {"title": "Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-mostly-pre-bell-investors-114821965.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:48:21+00:00", "published_display": "11 Aug 2026 11:48", "sentiment": "positive", "sentiment_pct": 70, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.188, "duplicate_count": 1, "topics": ["Equities"]}, {"title": "\u201cThe Bottleneck Isn\u2019t the Chips Anymore\u201d: Goldman Sachs Says These Are AI\u2019s Next Big Winners", "summary": "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 \u2014 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", "url": "https://finance.yahoo.com/technology/ai/articles/bottleneck-isn-t-chips-anymore-102552279.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:25:52+00:00", "published_display": "11 Aug 2026 10:25", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.222, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Optical Connectivity", "Ratings", "Semiconductors", "Strong Buy"]}, {"title": "CoreWeave\u2019s Forecast Is Key to Stopping Another Earnings Selloff", "summary": "(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", "url": "https://finance.yahoo.com/markets/stocks/articles/coreweave-forecast-key-stopping-another-084411013.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T08:44:11+00:00", "published_display": "11 Aug 2026 08:44", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.189, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Earnings Report", "Fourth Quarter", "Guidance"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease", "summary": "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 ", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081147026.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T08:11:47+00:00", "published_display": "11 Aug 2026 08:11", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.24, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Price Target", "Price Target", "Semiconductors", "Tech"]}, {"title": "S&P 500 Falls Short of Record While Nasdaq Slips", "summary": "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", "url": "https://finance.yahoo.com/m/8081c428-d178-318c-a9c5-d910f09c058f/s%26p-500-falls-short-of-record.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:04:22+00:00", "published_display": "10 Aug 2026 20:04", "sentiment": "negative", "sentiment_pct": 37, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.148, "duplicate_count": 1, "topics": []}, {"title": "Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more", "summary": "Check out some of the companies making the biggest moves midday: MarineMax \u2014 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 \u2014 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 \u2014 Stocks tied to artificial intelligence infrastructure slid. The Global X", "url": "https://www.cnbc.com/2026/08/10/stocks-making-the-biggest-moves-midday-ntap-intc-aapl-docs-vrsk.html", "source_name": "cnbc.com", "published_at": "2026-08-10T17:43:55+00:00", "published_display": "10 Aug 2026 17:43", "sentiment": "positive", "sentiment_pct": 78, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.219, "duplicate_count": 1, "topics": ["Abcellera Biolo", "Abcellera Biologics Inc", "Apple Inc", "Archer Aviation", "Archer Aviation Inc", "Berkshire Hatha"]}, {"title": "Should COHR Stock Be in Your Portfolio Before Q4 Earnings?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/cohr-stock-portfolio-q4-earnings-172700462.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:27:00+00:00", "published_display": "10 Aug 2026 17:27", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.245, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Capacity Expansion", "Communications", "Consensus Estimate", "Datacenter"]}, {"title": "Nvidia Stock Slips as Its AI Investments Draw Fresh Scrutiny", "summary": "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", "url": "https://finance.yahoo.com/m/560986ca-3c76-3405-8e7d-dc8d0c0e7f92/nvidia-stock-slips-as-its-ai.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:29:00+00:00", "published_display": "10 Aug 2026 16:29", "sentiment": "neutral", "sentiment_pct": 53, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.092, "duplicate_count": 1, "topics": ["Semiconductors"]}, {"title": "Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings", "summary": "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 \u2014 and Coherent didn't make the cut. Grab the names FREE today. ", "url": "https://finance.yahoo.com/markets/stocks/articles/coherent-falls-12-lumentum-drops-162541572.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:25:41+00:00", "published_display": "10 Aug 2026 16:25", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.231, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Optical Networking", "Profit Taking", "Semiconductors"]}, {"title": "ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/acmr-q2-earnings-surpass-estimates-150900615.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:09:00+00:00", "published_display": "10 Aug 2026 15:09", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.241, "duplicate_count": 1, "topics": ["Earnings", "Fourth Quarter", "Guidance", "Operating Income", "Revenue Growth", "Revenue Growth"]}, {"title": "EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/epam-systems-stock-q2-earnings-150600025.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:06:00+00:00", "published_display": "10 Aug 2026 15:06", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.22, "duplicate_count": 1, "topics": ["Earnings", "Financials", "Free Cash Flow", "Guidance", "Net Income", "Operating Income"]}, {"title": "YELP Q2 Earnings Beat Estimates as Other Revenues Surge", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/yelp-q2-earnings-beat-estimates-130200252.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:02:00+00:00", "published_display": "10 Aug 2026 13:02", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.225, "duplicate_count": 1, "topics": ["Advertising", "AI", "Earnings", "Free Cash Flow", "Guidance", "Share Buyback"]}, {"title": "SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today\u2019s Market", "summary": "The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading", "url": "https://finance.yahoo.com/m/0d7005de-affb-3cd1-bc11-e5ad6f9e63ce/smci%2C-apple%2C-intel%2C-berkshire.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T11:14:00+00:00", "published_display": "10 Aug 2026 11:14", "sentiment": "positive", "sentiment_pct": 62, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.131, "duplicate_count": 1, "topics": ["AI", "Inflation", "Rates"]}, {"title": "Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead", "summary": "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", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-fall-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:21:40+00:00", "published_display": "10 Aug 2026 01:21", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.114, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag", "summary": "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\u2019s 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", "url": "https://seekingalpha.com/news/4629487-quant-snapshot-lenovo-group-and-lumentum-holdings-lead-top-rated-names-as-cannae-holdings-and-crescent-capital-bdc-payments-lag?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T13:30:06+00:00", "published_display": "09 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.143, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Healthcare", "Quant Ratings", "Ratings", "Tech"]}, {"title": "Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead", "summary": "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", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-loom-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T12:17:35+00:00", "published_display": "09 Aug 2026 12:17", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.158, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more", "summary": "[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.", "url": "https://seekingalpha.com/news/4629639-earnings-week-ahead-smci-csco-jd-plug-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T12:07:00+00:00", "published_display": "09 Aug 2026 12:07", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Earnings News", "Earnings Report", "Financials", "Healthcare"]}, {"title": "2 key checks on AI infrastructure and inflation: What to watch this week", "summary": "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", "url": "https://finance.yahoo.com/markets/article/2-key-checks-on-ai-infrastructure-and-inflation-what-to-watch-this-week-100000678.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:00:00+00:00", "published_display": "09 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Rate Hikes", "Split"]}, {"title": "Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures%3A-what-to-do.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T23:41:13+00:00", "published_display": "07 Aug 2026 23:41", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.042, "duplicate_count": 2, "topics": ["Investment Strategy", "Tech"]}, {"title": "Is Lumentum Holdings (LITE) Fully Valued After Its Recent Rally?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-holdings-lite-fully-valued-190941490.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T19:09:41+00:00", "published_display": "07 Aug 2026 19:09", "sentiment": "positive", "sentiment_pct": 67, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.202, "duplicate_count": 1, "topics": ["AI", "Earnings", "Free Cash Flow", "Price Target", "Share Price", "Shareholder"]}, {"title": "Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/hold-applied-optoelectronics-stock-post-180700125.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:07:00+00:00", "published_display": "07 Aug 2026 18:07", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.123, "duplicate_count": 1, "topics": ["AI", "Datacenters", "Earnings", "Optical Networking", "Semiconductors"]}], "industry": [], "sector": []}, "total_fetched": 61, "total_unique": 58, "total_relevant": 58, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 61, "unique_stories": 58, "duplicates_removed": 3, "relevant_stories": 58, "current_evidence": 58, "direct_evidence": 58, 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"earnings", "primary_label": "Earnings", "confidence": 89, "events": [{"event": "earnings", "label": "Earnings", "weight": 30.06, "count": 49}, {"event": "general", "label": "Market update", "weight": 1.8, "count": 3}, {"event": "analyst", "label": "Analyst action", "weight": 1.2, "count": 2}, {"event": "deals", "label": "Deals and strategy", "weight": 0.82, "count": 1}, {"event": "capital_return", "label": "Capital return", "weight": 0.6, "count": 1}, {"event": "liquidity", "label": "Balance sheet", "weight": 0.6, "count": 1}], "positive_events": 45, "negative_events": 5, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 61, "unique_stories": 58, "duplicates_removed": 3, "relevant_stories": 58, "current_evidence": 58, "direct_evidence": 58, "eodhd_articles": 58, "eodhd": {"configured": true, "status": "error", "calls_used": 25, "call_budget": 500, "budget_used_pct": 5.0, "requests_made": 5, "last_success_at": "2026-08-13T00:16:43.347993+00:00", "newest_seen_at": "2026-08-13T00:07:59+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "EODHD news request failed: ReadTimeout", "mapped_mentions": 3602, "unmapped_mentions": 1780}, "status": "healthy"}}, "market_context": {"has_market_context": true, "latest_close": 890.17, "latest_week": "2026-08-07", "one_week_move": 24.7, "four_week_move": 11.0, "twelve_week_move": -8.3, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": -1.10514, "market_dynamics_buy_signal": false, "relative_strength": 52.025821, "fair_value_gap": 310.1, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "undecided", "expectation_probability": 54.9677, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+24.7% over one week, +11.0% over four weeks, trend active, and materially above fair value."}, "interpretation": {"label": "News confirmed by price", 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"count": 1}, {"label": "Deals and strategy", "count": 1}, {"label": "Macro sensitivity", "count": 1}]}, "insights": [{"label": "Weighted tone", "value": "67/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "87/100", "tone": "positive", "text": "50.76 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "News confirmed by price", "tone": "positive", "text": "Constructive news tone is being confirmed by positive weekly price action."}, {"label": "Primary event", "value": "Earnings", "tone": "positive", "text": "89/100 classification confidence."}, {"label": "Company focus", "value": "58", "tone": "positive", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "18/100", "tone": "positive", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend active", "tone": "positive", "text": "+24.7% over one week, +11.0% over four weeks, trend active, and materially above fair value."}, {"label": "Latest direct headline", "value": "Positive", "tone": "positive", "text": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally"}], "updated_at": "2026-08-13T00:30:38.071454+00:00", "detail_intelligence": {"headline": "News confirmed by price", "summary": "Constructive news tone is drawn from 58 fresh independent stories, including 58 company-specific items across 4 publishers.", "status": "measured", "metrics": [{"label": "Weighted tone", "value": 67, "display": "67", "tone": "positive", "note": "Constructive news tone"}, {"label": "Evidence confidence", "value": 87, "display": "87", "tone": "positive", "note": "high confidence"}, {"label": "Company focus", "value": 100, "display": "100%", "tone": "positive", "note": "58 direct stories"}, {"label": "Evidence agreement", "value": 82, "display": "82", "tone": "positive", "note": 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"02 Aug", "count": 0, "score": null, "tone": "neutral", "x": 454.2, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-03", "label": "03 Aug", "count": 0, "score": null, "tone": "neutral", "x": 500.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-04", "label": "04 Aug", "count": 0, "score": null, "tone": "neutral", "x": 545.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-05", "label": "05 Aug", "count": 0, "score": null, "tone": "neutral", "x": 591.6, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-06", "label": "06 Aug", "count": 0, "score": null, "tone": "neutral", "x": 637.4, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-07", "label": "07 Aug", "count": 3, "score": 72, "tone": "positive", "x": 683.2, "y": 95.0, "volume_height": 6.2, "volume_y": 259.8}, {"date": "2026-08-08", "label": "08 Aug", "count": 0, "score": null, "tone": "neutral", "x": 729.0, "y": 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"13 Aug", "momentum": {"label": "Stable", "tone": "neutral", "recent_score": 70, "prior_score": 68, "delta": 2, "recent_count": 51, "prior_count": 7, "volume_delta": 44}, "freshness_buckets": [{"label": "Last 24 hours", "count": 25, "share": 43}, {"label": "1 to 3 days", "count": 26, "share": 45}, {"label": "4 to 7 days", "count": 7, "share": 12}, {"label": "8 to 30 days", "count": 0, "share": 0}], "source_profile": [{"label": "finance.yahoo.com", "count": 49, "share": 84, "score": 69, "tone": "positive"}, {"label": "cnbc.com", "count": 4, "share": 7, "score": 84, "tone": "positive"}, {"label": "seekingalpha.com", "count": 3, "share": 5, "score": 64, "tone": "positive"}, {"label": "nasdaq.com", "count": 2, "share": 3, "score": 72, "tone": "positive"}], "event_profile": [{"label": "Earnings", "count": 49, "share": 84, "score": 70, "tone": "positive"}, {"label": "Market update", "count": 3, "share": 5, "score": 44, "tone": "neutral"}, {"label": "Analyst action", "count": 2, "share": 3, "score": 72, "tone": "positive"}, {"label": "Capital return", "count": 1, "share": 2, "score": 81, "tone": "positive"}, {"label": "Deals and strategy", "count": 1, "share": 2, "score": 78, "tone": "positive"}, {"label": "Balance sheet", "count": 1, "share": 2, "score": 77, "tone": "positive"}, {"label": "Macro sensitivity", "count": 1, "share": 2, "score": 62, "tone": "positive"}], "topics": [{"label": "Earnings", "count": 46, "share": 79}, {"label": "AI", "count": 21, "share": 36}, {"label": "Semiconductors", "count": 12, "share": 21}, {"label": "Price Target", "count": 11, "share": 19}, {"label": "Fourth Quarter", "count": 11, "share": 19}, {"label": "Guidance", "count": 10, "share": 17}, {"label": "Tech", "count": 9, "share": 16}, {"label": "Inflation", "count": 8, "share": 14}, {"label": "Earnings Per Share", "count": 7, "share": 12}, {"label": "Earnings Report", "count": 6, "share": 10}], "supporting": [{"label": "Direct evidence", "text": "58 current stories are mapped specifically to LITE."}, {"label": "Source breadth", "text": "The read spans 4 publishers rather than depending on one outlet."}, {"label": "Narrative agreement", "text": "Cross-story agreement is 82/100, indicating a comparatively coherent tape."}, {"label": "Price response", "text": "Constructive news tone is being confirmed by positive weekly price action."}], "tempering": [], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. 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