S&P Dow Jones Indices said on Friday that data center equipment maker Vertiv , photonics product makers ​Lumentum and Coherent , and telecom company EchoStar ‌will join its flagship S&P 500 index.
AI stocks Vertiv, Lumentum and Coherent, all with strong Nvidia ties, will join the S&P 500 before the open on March 23, along with EchoStar.
The changes highlight the growing weight of technology and communications infrastructure in the U.S. market.
Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval.
Lumentum (LITE) delivered $665.5M revenue in Q2 FY26 and guided $780–830M next quarter, signaling accelerating AI infrastructure demand and pricing power. Nvidia invested $2B with multi-year supply
Credo Technologies (CRDO) shares climbed more than 10% on Thursday, while Lumentum (LITE) and Coherent (COHR) fell 2% and 3%, respectively, following comments f
Does Lumentum (LITE) have what it takes to be a top stock pick for momentum investors? Let's find out.
Lumentum (LITE) reported earnings 30 days ago. What's next for the stock?
Nvidia is investing heavily in advanced laser technologies for AI data centers -- and these two companies are benefiting.
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Lumentum Thought Leaders to Present at OFC 2026

08:00am, Thursday, 05'th Mar 2026
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced its speaker line-up at the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles. Compa
Wall Street analyst Alex Henderson of Needham offered the latest showcase of institutional bullishness on artificial intelligence (AI) when he upgraded his 12-month price target for Lumentum Holdings
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher a
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors
AI is driving a massive stock market rotation. Why software stocks are falling - and hard assets are suddenly winning.
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