LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?Zacks Investment Research • 07/07/26
Lumentum: The Market Is Counting Lasers While The Business Model Changes Underneath ItSeeking Alpha • 07/07/26
Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.The Motley Fool • 07/06/26
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset24/7 Wall Street • 07/02/26
Forget AMD And Micron — The Next Wave Of AI Winners Are The Ones Nobody Talks AboutBenzinga • 06/30/26
AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.Market Watch • 06/26/26
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?24/7 Wall Street • 06/23/26
Lumentum Chair of the Board, Penny Herscher, and CEO, Michael Hurlston to Participate in Rome Conference on AI, Ethics and GovernanceBusiness Wire • 06/16/26
LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?Zacks Investment Research • 06/15/26
Lumentum Strengthens Liquidity Position: Is Long-Term Growth Safer?Zacks Investment Research • 06/12/26
Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.Market Watch • 06/11/26
These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The DipInvestopedia • 06/11/26
Photonics Is the New Hot Cake of AI Infrastructure Space: 5 PicksZacks Investment Research • 06/11/26
Coherent and Lumentum Stocks Have Tumbled. Why Now Is the Time to Buy the Dip, J.P.Barrons • 06/11/26
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom24/7 Wall Street • 06/10/26