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The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in the same quarter last year.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.

US equity markets were mostly trending higher before the open Tuesday as investors weigh fading opti

A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely, and two companies are already racing to fill a supply gap that could take years to close.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks.

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.

ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.

Leadership transition and why it matters for Lumentum Holdings Lumentum Holdings (LITE) recently disclosed that Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, while staying on as a consultant for two years. This arrangement keeps his reliability and quality expertise tied to the company through continued service, which may interest investors focused on execution risk as Lumentum supports AI and cloud infrastructure customers. See our...

Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the optical and photonic products maker’s stock.

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.

DDOG tops Q2 earnings and revenue guidance as sales rise 36%, customer expansion continues, and full-year outlook reflects a major customer's lower usage.

American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.

SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.