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(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R

After a massive rally and this red flag, investors may want to think twice before buying the stock.

President Donald Trump said Saturday that the U.S. and Iran are close to an interim deal that will open the Strait of Hormuz.

Launch of the T-REX 2X Long LITE Daily Target ETF offering 2x daily exposure to NasdaqGS:LITE. Acquisition of a fifth indium phosphide fabrication facility to expand manufacturing for AI driven optical demand. Both moves highlight Lumentum Holdings' growing relevance to AI infrastructure investors and customers. Lumentum Holdings, traded as NasdaqGS:LITE, is appearing on more radar screens with a new leveraged ETF now giving traders 2x daily exposure to the stock. The company comes into...

The stock market rebounded for solid weekly gains, with leaders showing bullish action. Tesla is near a buy point along with ASML and several other AI stocks. Here's what to do.

Lumentum stock has climbed 155% in 2026 amid growing demand for superfast optical communications in AI data centers.

LITE's AI networking push gains traction as hyperscaler demand drives record revenues and rapid growth in optical connectivity shipments.

DOW, ARW and LITE gained attention after broker rating upgrades tied to improving earnings outlooks and demand trends.

JDS Uniphase never closed a week below its 10-week-moving-average line until after it peaked in little over a year on the stock market.

Lumentum Holdings Inc. was added to the Nasdaq-100 Index on May 18, 2026, following a year of strong AI-related demand for its optical and photonic technologies supporting cloud, telecom, and data center infrastructure. This inclusion, combined with record revenue growth linked to AI infrastructure and increased exposure through momentum and photonics-focused ETFs, is reshaping how Lumentum is owned and traded by global investors. We’ll now examine how Lumentum’s Nasdaq-100 inclusion and...

Shares of Astera Labs surged Wednesday, building on a strong gain from Tuesday as investors appeared bullish on the maker of semiconductor-based connectors for cloud and artificial infrastructure ahead of Nvidia earnings and after the company gave upbeat commentary at a technology and media conference. Astera Labs stock jumped 14% to $278.45 on Wednesday, putting it on pace for a record closing high. Investors continued to buy shares after Astera Labs stock shot up 13% on Tuesday.

Does Lumentum (LITE) have what it takes to be a top stock pick for momentum investors? Let's find out.

LITE, UCTT, and AMAT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 20, 2026.

Fresh capital for AI photonic interconnects collides with mounting dilution, today, May 19, 2026.

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Lumentum stock sinks despite addition to the Nasdaq 100 index. But should you buy the dip in LITE shares? Let’s find out!

Broker upgrades spotlight Dow, Arrow Electronics and Lumentum as U.S. stocks reflect resilience amid oil, Middle East and tariff risks and inflation concerns.

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

By Karen Roman POET Technologies Inc. (Nasdaq: POET) said it closed its direct offering by issuing about 19 million common shares in a sale totaling $400 million to a single […]

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

Tiger Global Management is making a fresh bet on Lumentum, as soaring AI infrastructure demand fuels the stock’s massive rally in 2026.

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10% in Monday midday trading, while Lumentum Holdings (NASDAQ:LITE) is off 9% and Coherent (NYSE:COHR) has slipped 6%. There’s no fresh negative catalyst tied to any single name. Instead, momentum traders appear to be cashing out ... Applied Optoelectronics Slumps 10%, Lumentum Dives 9%, Coherent Drops 6% as AI Optics Profit-Takers Strike

Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 11, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) announced that it will be added to the Nasdaq-100 Index, with inclusion set to take effect before the market opens on May 18, 2026. The company described the addition as […]

Lumentum Holdings has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

These AI infrastructure stocks are supplying the components that drive AI development.

Lumentum Holdings (NasdaqGS:LITE) has been added to key technology indices, including the Nasdaq-100 Index. The stock now carries an outsized weighting in several momentum and photonics focused ETFs, such as the Invesco Dorsey Wright Technology Momentum ETF. These changes reflect a shift in how Lumentum is positioned in the market, with passive index and ETF flows playing a larger role in its shareholder base. Lumentum, a supplier of photonics and optical components that support data...

The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history. PTF markets itself as a technology momentum strategy that mechanically rotates into whatever tech stocks have been winning, and ... This Is the Only AI ETF You Need to Hold During the Capex Boom

Everyone knows AI needs powerful chips. But what if the next big AI opportunity is actually the technology helping all of those systems communicate with each other?