1 Top Stock to Buy as Nvidia Doubles Down on Copper [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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Source: Yahoo! Finance
the data center industry: copper is still going to matter in server racks for a while. His comment that copper remains important rattled optical component companies immediately, with Corning (GLW), Lumentum (LITE), Coherent (COHR), and Applied Optoelectronics (AAOI) all falling more than 3% on the news, while Ciena (CIEN) lost more than 1%. The move showed how much of the AI infrastructure trade had been built on the idea that optics would slowly replace copper, and how quickly that view got harder to hold. That same day, Credo Technology (CRDO) stood out as one of the names most directly in line with Huang's comments. Credo makes high-speed copper-based active electrical cables (AECs) and connectivity ICs that go straight into the kind of AI server racks Nvidia is scaling. The company had just reported third-quarter fiscal 2026 results on March 2, with revenue of $407 million, a 201% year-over-year (YOY) jump. The firm also guided Q4 revenue between $425 million and $435 million.
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News
- Morgan Stanley Raises its Price Target on Lumentum Holdings Inc. (LITE) to $595 [Yahoo! Finance]Yahoo! Finance
- Lumentum and Coherent Lead S&P 500. Why the Index Newcomers Have Room to Rise. [Barron's]Barrons
- Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Top performing large-cap stocks YTD as volatility hits markets [Seeking Alpha]Seeking Alpha
- Lumentum's wins in Nvidia, Google hardware paves path for $1k share price: BNP [Seeking Alpha]Seeking Alpha
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 8-K
- LITE's page on the SEC website