These 5 infrastructure stocks have more than tripled this year on the AI trade [CNBC]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
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Source: CNBC
In addition to AI chips, fully operational data centers require memory, storage, fiber-optic cables and central processors. Shares of Lumentum more than quadrupled this year, while Celestica, Western Digital, Seagate and Micron all more than tripled in value. In this article Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia's rally continued in 2025, investors betting on other AI data center plays made a lot more money over the past 12 months. With four of the biggest technology companies projecting collective expenditures of $380 billion on data center and infrastructure build-outs this year, followed by an expected increase in the coming years, Wall Street has poured money into an assortment of vendors that are poised to reap the rewards. Mak
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News
- Lumentum Holdings: A Hidden Gem Among AI Stocks [Seeking Alpha]Seeking Alpha
- Should First Trust Mid Cap Core AlphaDEX ETF (FNX) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Has Lumentum's AI Driven 296% Surge in 2024 Pushed Its Valuation Too Far? [Yahoo! Finance]Yahoo! Finance
- Is Lumentum (LITE) Overextended? Reviewing Valuation After a 274% Year-to-Date Surge [Yahoo! Finance]Yahoo! Finance
- Jim Cramer on Lumentum (LITE): “I Don't Want You to Be in It” [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 12/22/25 - Form 3
- 12/22/25 - Form 8-K
- 12/15/25 - Form 8-K
- LITE's page on the SEC website