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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.

The next leg of the rebound may be more selective

Management raised its full-year forecast, but the market seems to be asking for more than a higher target.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Lumentum stock surges after 109% revenue growth and bullish outlook

AI optics demand lifts growth and guidance

POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one of the most polarizing AI photonics bets on the Nasdaq right now.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

Lumentum (LITE) reported a fiscal Q4 beat, but investor reaction was muted until there is clearer vi

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia.

Lumentum Holdings (NasdaqGS:LITE) reports strong fiscal Q4 results driven by AI demand for its optical networking products. Management points to substantial growth in advanced optics and sees meaningful opportunities in co packaged laser products for data centers from 2027 onward. The company is adding manufacturing capacity through contract partners and internal investments to support rising orders. Lumentum positions itself as a secure U.S. based supplier as potential FCC limits on Chinese...

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

A $7.8 billion charge was a non-cash cost of converting debt to stock

Lumentum’s red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum’s results, and more news to start your day.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

(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 BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

Lumentum Holdings Inc. (NASDAQ:LITE) stock surged in premarket trading Wednesday after the optical technology company reported strong fourth-quarter results after Tuesday’s closing bell. During the earnings call, Lumentum said demand for its optical circuit switching products remains “incredibly strong” for 2027. The company is expanding capacity with contract manufacturers and at its own factories to meet rising demand.Earnings SnapshotLumentum reported adjusted earnings of $3.23 per share, bea

Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.

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.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

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.

Lumentum Holdings Inc (LITE) delivers eighth consecutive quarter of top-line growth, with non-GAAP gross margin crossing 50% ahead of schedule.

Lumentum (NASDAQ:LITE) reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-ov

Lumentum (LITE) delivered earnings and revenue surprises of +8.03% and +1.79%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum Holdings incurred an unadjusted net loss of $7.2 billion in Q4, caused by a one-time, non-cash $7.8 billion charge from converting certain 2026, 2028, and 2029 convertible notes into common shares.