US.LITE · Lumentum

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                "summary": "AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.",
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                "summary": "Improving earnings visibility and multi-year customer commitments strengthens Lumentum's resilience against tightening financial conditions. Read more on LITE.",
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                "summary": "Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.",
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                "related": "LITE",
                "summary": "Stay updated with the movements of the S&P500 index one hour before the close of the markets on Friday. Discover which stocks are leading as top gainers and losers in today's session.",
                "category": "company",
                "datetime": 1791572701,
                "headline": "Discover which S&P500 stocks are making waves on Friday."
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                "summary": "AI data centers are swallowing optical bandwidth faster than suppliers can keep up, and Lumentum’s order book running tight into 2028 to 2029 is the clearest signal yet. That kind of demand crunch can reshape pricing, margins, and capital spending right across the supply chain, which is exactly where investor opportunity and risk start to widen. This article breaks down three stocks linked to that story, and how this AI optics squeeze might matter for your portfolio. The three stocks below...",
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                "headline": "3 AI Optics Stocks Worth Watching As Data Center Bandwidth Tightens"
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                "summary": "Several refinery stocks climbed to new highs Friday, while artificial intelligence stock Lumentum tried to break out above a buy point.",
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                "headline": "Refineries, AI Stock Get Interesting. Plus, A Rarity Among New Highs."
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                "summary": "Lumentum shares are rallying Friday after the company said it’s selling out of AI server products.",
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                "headline": "Nvidia-Backed Lumentum Says It Can’t Keep Up With AI Demand. The Stock Is Surging"
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                "summary": "Shares of Applied Optoelectronics (AAOI) fell 13.6% on October 8, 2026, compared to a 0.4% decline for the S&P 500. This drop may leave investors wondering if the underlying growth is starting to fade. Management has made one point clear: customers want more of its 800G and 1.6T data center products than it can produce. So how fast can Applied Optoelectronics build more.",
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                "headline": "One Reason To Buy Applied Optoelectronics Stock Now"
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                "summary": "Some of the stocks that saw the deepest declines on Thursday were Friday's top performers.",
                "category": "company",
                "datetime": 1791557614,
                "headline": "AI Losers Turn Winners as Dust Settles From OpenAI Revenue Fiasco"
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum says demand for some optical components will exceed supply through 2028, lifting its shares and other optical networking stocks.",
                "category": "company",
                "datetime": 1791557220,
                "headline": "Lumentum Can’t Keep Up With AI Demand—and Its Stock Is Surging"
              },
              {
                "id": 142765761,
                "url": "https://finnhub.io/api/news?id=6ac071522e02dc28e3a8e2c8a5b4121fadfff97c0444569566378cba3317328b",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2189063052/image_2189063052.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum hits AI data center optical demand inflection; supply gaps may lift margins to FY2028. Click to read more about the LITE stock.",
                "category": "company",
                "datetime": 1791557219,
                "headline": "Lumentum: At The Point Of A Potential Upside Breakout"
              },
              {
                "id": 142764229,
                "url": "https://finnhub.io/api/news?id=1c4cb4789d26f6836bd9ec87c60d82a1204251cc2c3ca000b77fa2e7ab5dead7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings (NASDAQ:LITE) shares rose over 4% on Friday morning after the optical technology supplier warned that strong demand from artificial intelligence (AI) data centers had effectively booked its production capacity through early 2029. CEO Michael Hurlston told Bloomberg...",
                "category": "company",
                "datetime": 1791555600,
                "headline": "Lumentum shares rise as AI demand fills production capacity through early 2029"
              },
              {
                "id": 142764230,
                "url": "https://finnhub.io/api/news?id=38683e529c8e6bae1cf4afbc66dade3ec47505a5a9c99edbca7699ee323a61aa",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key Stats for Lumentum StockPrice change for Lumentum stock in last 6 months: -19%$LITE Stock Price as of Oct. 8: $12852-Week High: $171$LITE Stock Price Target: $149What Happened?Lumentum (LITE:NASDAQ) rose 6% in early-market trading today.",
                "category": "company",
                "datetime": 1791553851,
                "headline": "Lumentum Stock Jumps as CEO Reveals AI Optical Components Sold Out Through 2029"
              },
              {
                "id": 142765096,
                "url": "https://finnhub.io/api/news?id=9e2b85f1eed83a8f84bded34028ed16567c80869864ca968b3d0b40a66d370e7",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2258999353/image_2258999353.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "For most of this AI cycle, the surprises came from chips. This year, we are seeing more also come from higher up the chain: the model companies, and a new wave of AI applications.",
                "category": "company",
                "datetime": 1791553260,
                "headline": "Beyond Chips: The 3 Layers Of The AI Value Chain"
              },
              {
                "id": 142761790,
                "url": "https://finnhub.io/api/news?id=0fe1a47def7ba3eeb07274ca19dd2856927587244b5060a0608be98f196ca718",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Optical component makers just received a demand signal so strong it reversed weeks of profit-taking in a single morning session, and the company behind it says its order book now stretches years into the future.",
                "category": "company",
                "datetime": 1791549419,
                "headline": "Optics Stocks Rally on Sold-Out Optical Capacity Through Early 2029: Applied Optoelectronics and Lumentum Surge 7%, Coherent Climbs 5%"
              },
              {
                "id": 142760962,
                "url": "https://finnhub.io/api/news?id=778ceffa164e9c35d0e2b24a8f102c642d824f901e9fc3094deeb6e3b2074f5a",
                "image": "https://www.chartmill.com/images/uploads/CM_Premarket_Movers_Small_free_90289f6b81.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Stay updated with the S&P500 stocks that are on the move in today's pre-market session.",
                "category": "company",
                "datetime": 1791549302,
                "headline": "Get insights into the top movers in the S&P500 index of Friday's pre-market session."
              },
              {
                "id": 142764574,
                "url": "https://finnhub.io/api/news?id=57e3b2cfb03e3219837adbd1702b048b4e2024d5447ebce0d5aaf11354c28b72",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2254323354/image_2254323354.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "OpenAI's $20B revenue scare rattled AI stocks, but differences in reporting methodology—not demand weakness—explain much of the discrepancy. Read more here.",
                "category": "company",
                "datetime": 1791548705,
                "headline": "OpenAI Is Too Big To Save? The AI Selloff Was A Warning"
              },
              {
                "id": 142759780,
                "url": "https://finnhub.io/api/news?id=a3eeed39abc7696230c1183c4f3b97ae45f090ab51ab3408d518246e92db2c64",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The company cannot meet about 70% of demand for some products through next year, CEO Michael Hurlston said in Tokyo on Friday",
                "category": "company",
                "datetime": 1791545341,
                "headline": "Lumentum AI optical components sold out through 2029"
              },
              {
                "id": 142759481,
                "url": "https://finnhub.io/api/news?id=88121babdc048164ef79576e280569a4977402f5d846e890d3ecb05bb73b4941",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Applied Optoelectronics has shed more than half its peak value in six months, weighed down by repeated share sales and a memory shortage that blindsided the market, yet one analyst still sees the stock doubling from here and has the revenue numbers to back it up.",
                "category": "company",
                "datetime": 1791544537,
                "headline": "Applied Optoelectronics Has Fallen Hard for 6 Months: This Wall Street Analyst Expects It’s Going to Double Soon"
              },
              {
                "id": 142759782,
                "url": "https://finnhub.io/api/news?id=d16ecf727c93880df251d9588dc9c4d6e45db3e648b7575a2acd98ec19b8e014",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent (NYSE:COHR) shares advanced 3. 5% in premarket trading on Friday after comments from rival Lumentum (NASDAQ:LITE) highlighted sustained demand for optical components used in artificial intelligence data centres, strengthening investor sentiment across the optical communications sector.",
                "category": "company",
                "datetime": 1791542742,
                "headline": "Coherent Shares Rise 3.5% as Lumentum Highlights Strong AI Optical Component Demand"
              },
              {
                "id": 142759783,
                "url": "https://finnhub.io/api/news?id=95e48dd1710a80917895e361c64917682f3e167150ff5116b97e943d722e5688",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings (NASDAQ:LITE) shares advanced 3. 8% in premarket trading on Friday after Chief Executive Michael Hurlston indicated that strong demand for optical components used in artificial intelligence data centres had effectively committed the company’s production capacity through early 2029.",
                "category": "company",
                "datetime": 1791542678,
                "headline": "Lumentum Shares Rise 3.8% as AI Data Centre Demand Exceeds Optical Component Capacity"
              },
              {
                "id": 142757801,
                "url": "https://finnhub.io/api/news?id=4b2684a06d68840cf5ae15dfe26180ab6f572c4399cdb3b0a1a4c152e7ba63ab",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "LITE, HOWL, PERI, GSBD and GFF have been added to the Zacks Rank #1 (Strong Buy) List on October 9th, 2026.",
                "category": "company",
                "datetime": 1791539160,
                "headline": "New Strong Buy Stocks for October 9th"
              },
              {
                "id": 142762279,
                "url": "https://finnhub.io/api/news?id=3e21b76acdb041e2edee2220e22210d4eb1e214f5059f416d9bbcfbe3ae5ff09",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/09/Konskie--Poland---March-11--2025-Lumentu.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum Holdings shares rise after CEO Michael Hurlston said the company’s optoelectronic components are sold out through early 2029.",
                "category": "company",
                "datetime": 1791536086,
                "headline": "Lumentum Stock Rises After CEO Says AI Demand Has the Company Sold Out Through Early 2029"
              },
              {
                "id": 142760969,
                "url": "https://finnhub.io/api/news?id=04a796adf7e6b4d29c8cb528423749c850e952148b593c9a99b937f51b2db578",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2236218486/image_2236218486.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum is a Hold due to its high valuation, and Tradr 2X Long LITE Daily ETF is a Sell due to volatility & beta slippage. Click for more on LITE stock & LITX.",
                "category": "company",
                "datetime": 1791534600,
                "headline": "LITX: A Poor Idea Compared To Owning Lumentum"
              },
              {
                "id": 142762280,
                "url": "https://finnhub.io/api/news?id=8a1c3e29d39a0b97fd91f0f461467420263c017e58cee6e7335f40c36a6ed71a",
                "image": "",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "https://www.bloomberg.com/news/articles/2026-10-09/nvidia-backed-lumentum-sees-opto-parts-capacity-sold-out-to-2029",
                "category": "company",
                "datetime": 1791533501,
                "headline": "Bloomberg Earlier Reported 'Nvidia-Backed Lumentum Sold Out of AI Server Parts Till 2029'"
              },
              {
                "id": 142741783,
                "url": "https://finnhub.io/api/news?id=6fea22d3bc929d54015c9ad682baf0c3c0bd0f74cf275fbc048434aaa30d07e4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AI chip demand is surging, with Samsung and TSMC both reporting record figures tied to hardware for artificial intelligence. That kind of spending shows how quickly whole industries can open up when a powerful trend takes hold. Investors looking for companies that analysts expect to grow revenue and earnings strongly over the next 3 years may not want to sit on the sidelines. This article highlights 3 such stocks with solid balance sheets. The three stocks below are just a starter pack. The...",
                "category": "company",
                "datetime": 1791515904,
                "headline": "3 Great Growth Stocks To Own In October 2026"
              },
              {
                "id": 142741699,
                "url": "https://finnhub.io/api/news?id=ea98561f4777d6d75879c1e1e29c92cb9cf40e9f8a3ed620cf85a9ae21c8d3b8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.",
                "category": "company",
                "datetime": 1791515304,
                "headline": "LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029"
              },
              {
                "id": 142754613,
                "url": "https://finnhub.io/api/news?id=6f4c7f7de8a6ffc20620da3bf576bed1843bdf38983a460b66212205d2b67d3a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key Stats for Coherent StockCurrent Price: $302. 35Target Price (Mid): ~$1,130Street Target: ~$413Potential Total Return: ~275%Annualized IRR: ~32% / yearWhat Happened?Coherent Corp.",
                "category": "company",
                "datetime": 1791514087,
                "headline": "Coherent Stock Fell Nearly 10% in a Day as Rising Yields Hit Optics Stocks. Here’s Where the Stock Could Go by 2031"
              },
              {
                "id": 142739885,
                "url": "https://finnhub.io/api/news?id=7c2a596edce55707f933b67e9ef7bc2efcdc8b85446778fc75b74c58fe515695",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively \"sold out\" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively with Shery Ahn on \"Bloomberg: The Asia Trade\".",
                "category": "company",
                "datetime": 1791509800,
                "headline": "Lumentum CEO: Opto-Parts Capacity Sold Out to 2029"
              },
              {
                "id": 142736632,
                "url": "https://finnhub.io/api/news?id=99d912f12e8f8f457f1116ace6ba20ea64a692a5a8ec11a65c3eb07ef6c2353b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum (LITE) stock currently trades at 150.5 times its adjusted earnings for the last twelve months, meaning normalized net income with stock-based pay added back. While that is a steep price for one year of profit, Lumentum's sales more than doubled from a year earlier in its latest quarter, shifting how that valuation looks against the profit ahead. So what are you really paying for the profit Lumentum is expected to earn over the next two years.",
                "category": "company",
                "datetime": 1791505474,
                "headline": "What Is The True Hidden Price Of Lumentum Stock?"
              },
              {
                "id": 142736106,
                "url": "https://finnhub.io/api/news?id=5b6168fb39dddc8f4976d2f6e3b2604a5ac596d2c91b7ed93fb76ac6a6780bc7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Shares of Ondas (ONDS) have lost 33% over the past twelve months, while the S&P 500 returned 17.1%. A lack of orders is not the reason to worry: on October 7, the defense technology company announced it had won more than $270 million of them since June 30. During an August 13 call, management itself raised a different problem. What could go wrong for a company with this many orders.",
                "category": "company",
                "datetime": 1791503454,
                "headline": "What Is The One Risk Every Ondas Investor Should Know?"
              },
              {
                "id": 142731798,
                "url": "https://finnhub.io/api/news?id=00e3f6f428848d7b5f56e2fc7a444b52168551d6bb7094884d5ba564cf35c7c7",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Curious about the S&P500 stocks that are in motion on Thursday? Join us as we explore the top movers within the S&P500 index during today's session.",
                "category": "company",
                "datetime": 1791486301,
                "headline": "Top S&P500 movers in Thursday's session"
              },
              {
                "id": 142731159,
                "url": "https://finnhub.io/api/news?id=da8154472d3bc6c344e7ce1d613acdb4acbcbf4c89cc4ed527ddb5d345b5066f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The Nasdaq Composite took a sharp dive on Thursday afternoon after a report on OpenAI's recurring revenue rattled the AI trade.",
                "category": "company",
                "datetime": 1791480918,
                "headline": "Stocks Sink After OpenAI Report Sours AI Trade"
              },
              {
                "id": 142732636,
                "url": "https://finnhub.io/api/news?id=6ec5a96cbf3c7441b78957bfb6f5b60abae269e24db6f8de777f072854c7da74",
                "image": "",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "",
                "category": "company",
                "datetime": 1791477826,
                "headline": "Lumentum: Conquering Connectivity Is Critical In Artificial Intelligence"
              },
              {
                "id": 142730026,
                "url": "https://finnhub.io/api/news?id=0a81f60a333186d931436fb8336b2de03112113f04613f187ce0878cc40767df",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Optical component makers are being sold as a group after a year of extraordinary gains, and the pressure is landing hardest on the names that ran furthest. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% to $111.76 in morning trading, the steepest drop among the group’s leaders. Applied Optoelectronics stock is up 221% so far […]",
                "category": "company",
                "datetime": 1791475231,
                "headline": "Optics Stocks Tumble as Profit Taking Cuts Into Big Yearly Gains: Applied Optoelectronics Drops 9%, Coherent Falls 5%, Lumentum Slides 4%"
              },
              {
                "id": 142764231,
                "url": "https://finnhub.io/api/news?id=180bf3b987210d135e9787c9dd8cfcff2a74a80ed2511a3b001b9a2efb8f0071",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum, Coherent, and Applied Optoelectronics posted strong growth as AI data centers shift from copper to optical networking, though each carries distinct margin and execution risks.",
                "category": "company",
                "datetime": 1791469800,
                "headline": "Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It"
              },
              {
                "id": 142729826,
                "url": "https://finnhub.io/api/news?id=3b103568bc7cbb047de255175fe1940d77be70d03829d7b2bc4cc225c93b9f29",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Reports of possible large-scale U.S. military strikes against Iran, and storm-related production shutdowns in the Gulf of Mexico fueled fresh concerns about global supplies.",
                "category": "company",
                "datetime": 1791467961,
                "headline": "Dow Falls Nearly 200 Points, S&P 500 And Nasdaq In Red As Treasury Yields Stay Near 24-Year Highs, Oil Prices Jump"
              },
              {
                "id": 142726444,
                "url": "https://finnhub.io/api/news?id=1ac25b3729a281f22c541b2922f619ac20a7dd4de053fb7af5ccb6d5a18d03b1",
                "image": "https://www.chartmill.com/images/uploads/CM_Premarket_Movers_Small_free_90289f6b81.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Stay updated with the S&P500 stocks that are on the move in today's pre-market session.",
                "category": "company",
                "datetime": 1791462901,
                "headline": "These S&P500 stocks that are showing activity before the opening bell on Thursday."
              },
              {
                "id": 142724546,
                "url": "https://finnhub.io/api/news?id=689da80dbfb77aca568fd37d16eb3f45233ffac1c3f796a5e20d2d074e7264e0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Up from US$1.18 billion in 2026, with near-infrared VCSELs leading and automotive growing fastest. Key players include Coherent, Lumentum, ams-OSRAM, TRUMPF and Broadcom.Dublin, Oct. 08, 2026 (GLOBE NEWSWIRE) -- \"VCSEL Market by Type, Wavelength, Material, and Vertical - Global Forecast to 2032\" has been added to ResearchAndMarkets.com's offering. The global VCSEL market is estimated to be valued at USD 1.18 billion in 2026 and is projected to reach USD 1.96 billion by 2032, registering a CAGR o",
                "category": "company",
                "datetime": 1791455280,
                "headline": "VCSEL Market to Reach US$1.96 Billion by 2032 at 8.8% CAGR, Driven by AI Data Centers and 3D Sensing in Smartphones"
              },
              {
                "id": 142701464,
                "url": "https://finnhub.io/api/news?id=74afbf064cf1f449ab8d1c8dd703f54ea69896ced2a7683542f5363be263eb1b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings has been one of the strongest movers in U.S. tech, and with the share price now far above where it traded a few years ago, the real question for investors is how well its cash flows line up with that market value. Over the past 3 years the stock has delivered a very large return of about 25x, which puts a lot of focus on whether the current valuation can be explained by the cash being generated by the business. Recent AI infrastructure demand, helped by rising shipments of...",
                "category": "company",
                "datetime": 1791415214,
                "headline": "Lumentum (LITE) Stock May Be 36% Undervalued After AI Demand News"
              },
              {
                "id": 142700288,
                "url": "https://finnhub.io/api/news?id=ca0cb49f8948f6d5ecf731ed4a96486f5e7c8df2445a0a7235a642f55206c9f9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena (CIEN) stock climbed 13.8% on Tuesday, October 6, 2026, easily outpacing the 0.6% gain for the S&P 500. The move occurred without any new announcements from the company. Instead, a broad wave of demand for AI networking equipment lifted network stocks more widely. Given that Ciena had already provided investors with a full set of figures on its September 3 earnings call, the sudden jump raises a clear question. So what are buyers of Ciena stock now paying for.",
                "category": "company",
                "datetime": 1791404575,
                "headline": "What Just Happened To Ciena Stock?"
              },
              {
                "id": 142699443,
                "url": "https://finnhub.io/api/news?id=eebc6d60b8513536ee2bf14cd93f413e7b82177412c733256a6cb6d745c434ba",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "COHR's AI-driven optical demand, 1.6T ramp and expanding capacity support its growth case even after an 8% monthly stock gain.",
                "category": "company",
                "datetime": 1791393660,
                "headline": "Coherent Stock Rises 8% in a Month: Is the Buying Opportunity Intact?"
              },
              {
                "id": 142698385,
                "url": "https://finnhub.io/api/news?id=890330512f8b08325e5f4971792ae44d4d77e89db75ca1cbf127e74e758e6f9e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum stock surged nearly 600% in a year, beating Nvidia and Micron. Here’s why LITE rallied and what Wall Street expects next.",
                "category": "company",
                "datetime": 1791388570,
                "headline": "This AI Stock Exploded 600% in a Year, Beating Nvidia and Micron"
              },
              {
                "id": 142698516,
                "url": "https://finnhub.io/api/news?id=2e5f89b0c446c366025b1e870ca6a8262c9e06692cf87b3e7f62cb9b1fd0b11c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Applied Optoelectronics rallies 16.6% in a month as AI-driven optical demand accelerates, but supply constraints, competition and a premium valuation remain concerns.",
                "category": "company",
                "datetime": 1791385620,
                "headline": "AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?"
              },
              {
                "id": 142699442,
                "url": "https://finnhub.io/api/news?id=3f6763d57a800d408b00acddfab55ed452b0adc5b186322bc6c244b2783439e2",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "GF Securities sees Nvidia's optics shift lifting Lumentum's laser revenue to $3.3 billion by 2028.",
                "category": "company",
                "datetime": 1791379562,
                "headline": "Lumentum Could See a $3.3 Billion Payoff. Nvidia’s Optics Shift Is Moving Faster Than Expected."
              },
              {
                "id": 142694192,
                "url": "https://finnhub.io/api/news?id=11138576d0dd07b786c096843b9c031a9ee7eacfeab28a127c059c407928c4e0",
                "image": "https://www.chartmill.com/images/uploads/CM_Premarket_Movers_Small_free_90289f6b81.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Discover the top S&P500 movers in Wednesday's pre-market session and stay informed about market dynamics.",
                "category": "company",
                "datetime": 1791376501,
                "headline": "What's going on in today's pre-market session: S&P500 movers"
              },
              {
                "id": 142727746,
                "url": "https://finnhub.io/api/news?id=1f9df1101c7ad4f86eac379b44d552ebedd3746fda07872d6e812ee64d27670d",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/07/Lumentum.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum breaks above its five-month ceiling, fueled by AI networking demand; analysts see $1,200 upside, but warn $1,000 is key support.",
                "category": "company",
                "datetime": 1791375167,
                "headline": "Lumentum Stock Breaks Out of its Spring Range: Here's the Level to Watch Next"
              },
              {
                "id": 142698517,
                "url": "https://finnhub.io/api/news?id=ba8bc899c1b5d5240ae697f56a0733795e9cb5941051baf0e25d67a1f03d4526",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings, Inc. (LITE) shares gain 2,948% since 2016’s first outlier inflow signal.",
                "category": "company",
                "datetime": 1791373094,
                "headline": "Record Earnings Drive Lumentum Shares to New Highs"
              },
              {
                "id": 142693663,
                "url": "https://finnhub.io/api/news?id=87a487308e5001e1591db766e965c3752901d49c2183a34c7b3145b178938b68",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Showing Wall Street's demand for AI infrastructure stocks continues to shine, Lumentum breaks out with triple-digit growth.",
                "category": "company",
                "datetime": 1791371505,
                "headline": "AI Infrastructure Stock Lights Up A Breakout. Top Funds Scoop Up Shares."
              },
              {
                "id": 142695692,
                "url": "https://finnhub.io/api/news?id=85c2474c0ddb084841e4c085e22b2a859b346cac22eac3c0e8722cd9d7ee988a",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/07/SP-500-Set-To-Surge-Like-Never-Before-Be.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Micron, Sandisk and Nvidia lead seven S&P 500 stocks that more than doubled quarterly revenue. Six sell AI hardware.",
                "category": "company",
                "datetime": 1791367570,
                "headline": "Nvidia, Micron and Other 5 S&P 500 Stocks With +100% Revenue Growth"
              },
              {
                "id": 142688783,
                "url": "https://finnhub.io/api/news?id=cc9457bcda73ab9d2486fcb4827fb18e4f967f1a960c5b9ab37c58aba69cccec",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The major averages are at all-time highs, but market breadth is deteriorating.",
                "category": "company",
                "datetime": 1791367200,
                "headline": "S&P 500, Nasdaq hit records — but 'the breadth of the rally has narrowed': Chart of the Day"
              },
              {
                "id": 142695434,
                "url": "https://finnhub.io/api/news?id=a0fd478b1057e120202dbe8b57224826aaabee12635194ef9bc5cdd199855316",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2220689050/image_2220689050.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "The S&P 500’s AI-driven rally has pushed it near the 8000 level after major AI announcements were made yesterday. Read more here.",
                "category": "company",
                "datetime": 1791367139,
                "headline": "This Is Most Certainly A Bull Trap"
              },
              {
                "id": 142694485,
                "url": "https://finnhub.io/api/news?id=205ddd44ff6f1452e358342025e56e33cb0dfa365f5e2fbc16991e2a8a53e86d",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/06/Golden-Bull-Figurine-In-Foreground-With-.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "The S&P 500 hit a record high Tuesday, but only 15 of its 504 stocks did too. The median member trades 25% below its own peak.",
                "category": "company",
                "datetime": 1791300578,
                "headline": "The S&P 500 Is Partying at Record Highs: Only 3% of Its Stocks Were Invited"
              },
              {
                "id": 142663738,
                "url": "https://finnhub.io/api/news?id=51a2738c03f5599ac3dfbc10df735600364f9c8a8485a2f3ce8b1eb23f624af4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in morning trading. This jump stands out because the rest of the optics group is barely moving. Meanwhile, Lumentum Holdings (NASDAQ:LITE) stock is at […]",
                "category": "company",
                "datetime": 1791294777,
                "headline": "Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher"
              },
              {
                "id": 142661753,
                "url": "https://finnhub.io/api/news?id=479cc4a7369ce9956508f30c866a89ace3775f9e7b2da3eab49cedc2bc9aec8f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Doubling revenue — or more — in just a quarter is no small feat. But some S&P 500 companies are on the verge of reporting they did just that.",
                "category": "company",
                "datetime": 1791285331,
                "headline": "Six Companies Just Grew 100% Or More — Four May Surprise You"
              },
              {
                "id": 142637879,
                "url": "https://finnhub.io/api/news?id=00f223ad7c53f69da50288905875f75fc1fbe05a1c0415d7efc7abda982224e6",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AI leader Lumentum stock hit a buy point Monday, along with a new high. Earnings growth surged 267% in the latest quarter.",
                "category": "company",
                "datetime": 1791218746,
                "headline": "AI Leader Lumentum Hits Buy Point And New High With This Bullish Technical Signal"
              },
              {
                "id": 142638088,
                "url": "https://finnhub.io/api/news?id=83861c911951177c923f56d12b24f37f7c622aa53268de8378662f4e5a7b3dc1",
                "image": "",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "",
                "category": "company",
                "datetime": 1791209410,
                "headline": "LAZR: How To Buy Anthropic Before The IPO Via This ETF"
              },
              {
                "id": 142635213,
                "url": "https://finnhub.io/api/news?id=91465401e19cb970a346c2b5f67641d42095cd91411de38a801bf75f6ba466e9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Tech stocks led Wall Street last week and may lead the market if Middle East tensions stay muted.",
                "category": "company",
                "datetime": 1791207660,
                "headline": "How stocks will react when the catalysts are few"
              },
              {
                "id": 142636996,
                "url": "https://finnhub.io/api/news?id=5c91900f3823244e77c70e2fce917b61a32281343445cd03cdd735793b92903a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.",
                "category": "company",
                "datetime": 1791206760,
                "headline": "Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?"
              },
              {
                "id": 142635214,
                "url": "https://finnhub.io/api/news?id=f6c7cb9eb3eb4edf320ffc763fc6c7b9a068e234803a2945c01bb79c1691b3c4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "SAN JOSE, Calif., October 05, 2026--Lumentum Holdings Inc. (\"Lumentum\") today announced that it will release its fiscal first quarter 2027 financial results on Thursday, November 5th, 2026, after the market closes.",
                "category": "company",
                "datetime": 1791201600,
                "headline": "Lumentum Announces Reporting Date for Fiscal First Quarter 2027 Financial Results"
              },
              {
                "id": 142636260,
                "url": "https://finnhub.io/api/news?id=4619194153d7971e8c587c9a33bb03f5bdf31d4d658980d2ced33623f5997ea9",
                "image": "",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Stifel  analyst Ruben Roy   maintains Lumentum Holdings (NASDAQ:LITE) with a Buy and raises the price target from $1100 to $1232.",
                "category": "company",
                "datetime": 1791184407,
                "headline": "Stifel Maintains Buy on Lumentum Holdings, Raises Price Target to $1232"
              },
              {
                "id": 142627338,
                "url": "https://finnhub.io/api/news?id=a6e9eae17b7caaf8e069e100a01e5079110d54e0e6088c6fa6e6cabd40b3ef6c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "GF Securities expects Nvidia’s co-packaged optics shipments to accelerate sharply, creating a potential new demand engine for Lumentum’s optical components.",
                "category": "company",
                "datetime": 1791142202,
                "headline": "Nvidia Just Gave Lumentum Stock a New AI Catalyst"
              },
              {
                "id": 142625214,
                "url": "https://finnhub.io/api/news?id=afad3503a774ab6156387af5314ae3137e4a2288fa1a861a22c7bf87f28d4be3",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "ADP offers steady dividend growth and record client satisfaction across a global payroll business. Lumentum is growing at a remarkable pace on AI demand but carries customer concentration risk worth understanding.",
                "category": "company",
                "datetime": 1791140292,
                "headline": "Automatic Data Processing vs. Lumentum: Which Technology Stock Is a Better Buy in 2026?"
              },
              {
                "id": 142624208,
                "url": "https://finnhub.io/api/news?id=de177bb652a1596738862e1766dcfec81012302a84e5f8e8f990abf8a813dedd",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings (LITE) is leaning into AI infrastructure with two ECOC 2026 showcases: a joint optical interconnect demo with Qualcomm and Corning, and an eight-wavelength DWDM laser module for external laser architectures. Lumentum Holdings has been caught in a powerful upswing, with a 30-day share price return of 23.17% feeding into a 90-day gain of 48.43%, and a very strong year-to-date share price return of 181.12% alongside a 1-year total shareholder return that is well over 5x. This...",
                "category": "company",
                "datetime": 1791126589,
                "headline": "Lumentum Holdings (LITE) AI Optics Push Keeps Its Valuation Debate Alive"
              },
              {
                "id": 142623650,
                "url": "https://finnhub.io/api/news?id=6f2f690efc6105a654efedae254a7856a2d520b6b8acf3a1ecce66230853d891",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum, KLA, and NetApp have each expanded margins through AI-driven demand, but via different paths: volume efficiency, competitive moats, and pass-through pricing on NAND memory costs.",
                "category": "company",
                "datetime": 1791034800,
                "headline": "3 AI Winners, 3 Very Different Paths to Higher Margins"
              },
              {
                "id": 142614940,
                "url": "https://finnhub.io/api/news?id=6588a8af0862b4d4cca1fb9772817aebe97a90381e571c55d306337c03ea2e72",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2284841452/image_2284841452.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum's Q4 revenue surged 109% to $1.006 billion, while gross margin reached 50.4%. Click to read more on this bullish thesis for LITE.",
                "category": "company",
                "datetime": 1791027565,
                "headline": "Lumentum: The Rally May Not Be Over"
              },
              {
                "id": 142614749,
                "url": "https://finnhub.io/api/news?id=319ce212849a2fa489c5fdd6b8418455dd7c6852f1f296e3785c3b434806100b",
                "image": "https://static.seekingalpha.com/assets/og_image_1200-29b2bfe1a595477db6826bd2126c63ac2091efb7ec76347a8e7f81ba17e3de6c.png",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Preview next week’s key market events—PMI, Fed minutes, jobless claims—and top earnings (PepsiCo, Delta). Read here for more details.",
                "category": "company",
                "datetime": 1791025200,
                "headline": "PepsiCo, Delta Lead Upcoming Earnings Slate; Fed Minutes In Focus"
              },
              {
                "id": 142591953,
                "url": "https://finnhub.io/api/news?id=08287b24bceb93652e450daee25e51024b450e6e5749b4d7bea33b95713b6eb7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Applied Optoelectronics has surged 231% this year and just posted 86% revenue growth, yet the company is still losing money and one bad quarter could unwind months of gains. Here is what investors need to weigh before chasing the hottest name in AI optics.",
                "category": "company",
                "datetime": 1790957006,
                "headline": "Applied Optoelectronics Is Unstoppable: Up 8% Today and 231% This Year, Is AAOI Stock Too Hot to Handle Now?"
              },
              {
                "id": 142613949,
                "url": "https://finnhub.io/api/news?id=5741560907bb490beb3f09465a39d81c19f1e29566b5f5cc871410ad603257e1",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/02/Wall-Street-Bull.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Wall Street this week: a weak September jobs report lifts the Nasdaq 100 to a record, Micron confirms the AI rally and FICO sinks 23%.",
                "category": "company",
                "datetime": 1790955238,
                "headline": "Weak Jobs Lift Tech Stocks to Record Highs, Micron Confirms the AI Rally: This Week on Wall Street"
              },
              {
                "id": 142590732,
                "url": "https://finnhub.io/api/news?id=bead23f1c0164a704a5ed6a931d29e8ca651f63c7e66e4efafcdd2ab9d3fcca1",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent (COHR) could turn its AI data center orders into much larger profit, or lose part of that gain to production costs. Demand is the settled part of your thesis. Management has said the company is booked through the end of calendar 2027. The loose end is how much of each sales dollar Coherent keeps after the cost of making its products.",
                "category": "company",
                "datetime": 1790949856,
                "headline": "Your Coherent Stock Thesis Has One Loose End"
              },
              {
                "id": 142588557,
                "url": "https://finnhub.io/api/news?id=6d34451c97b4198aecadba904305f0519140fdc87caa0ee01adc989df39b4f5b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent (COHR) makes optical transceivers and other parts for AI data centers, and customers are ordering years ahead. On the fiscal Q4 2026 call, management said fiscal 2027 is basically booked out. The hard part is the price. Coherent stock returned 196% over the past twelve months, against 16.0% for the S&P 500. How much profit growth are you paying for at today's price.",
                "category": "company",
                "datetime": 1790947452,
                "headline": "What Needs To Be True To Buy Coherent Stock Now?"
              },
              {
                "id": 142591235,
                "url": "https://finnhub.io/api/news?id=f1565701310c00f61265b010986c041ed45dc58251234e2f27f74d17eda0619f",
                "image": "",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "",
                "category": "company",
                "datetime": 1790943600,
                "headline": "AI Agents Are Changing The Hardware Mix; Networking Wins"
              },
              {
                "id": 142579909,
                "url": "https://finnhub.io/api/news?id=98089d435a6a58c165f54da2c6a15983c2ff03e62599bed7e71f2e496892842f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.",
                "category": "company",
                "datetime": 1790933838,
                "headline": "Dow Jones Futures Rise, Oil Prices Fall With Tesla, Jobs Report Due; Micron In Buy Area"
              },
              {
                "id": 142582588,
                "url": "https://finnhub.io/api/news?id=83023a87ff60c307c7708f39fdf2076bae66f5b67d118deff08be8f44a631864",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging",
                "category": "company",
                "datetime": 1790929200,
                "headline": "Bull of the Day: Onto Innovation (ONTO)"
              },
              {
                "id": 142584740,
                "url": "https://finnhub.io/api/news?id=0c9fd7303079f2bbcd5c96bbbf39e910532c44481887df7ef2d03d24c059366c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key TakeawaysBernstein Spark: Coherent stock jumped 10% to $319 on Thursday, October 1, after Bernstein initiated coverage at Outperform and put fresh attention on the PhotonLink optics platform launched September 21. Thin Cushion: Bernstein’s $350 target sits just 10% above the close.",
                "category": "company",
                "datetime": 1790905580,
                "headline": "Coherent Stock Jumped 10% on Bernstein’s Call. Here’s Where Shares Could Go Further."
              },
              {
                "id": 142562851,
                "url": "https://finnhub.io/api/news?id=fcf67aa83e6e7c7f767d7e5f3acab229f459cc21c7999b5f79d77630c862e083",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.",
                "category": "company",
                "datetime": 1790891228,
                "headline": "Dow Jones Futures: Stocks Rise Off Support As Yields Tumble, Micron, Meta In Focus; Tesla, Jobs Report Due"
              },
              {
                "id": 142562039,
                "url": "https://finnhub.io/api/news?id=3619be35bcf1a7fabfa8ddef55707eb9969ae0256b378e5ec8f53df2bf153674",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key TakeawaysLumentum shares rose about 8% and Coherent about 11% after Bernstein started coverage of both at Outperform. Bernstein said networking and optical suppliers could be “structural winners” within AI infrastructure.",
                "category": "company",
                "datetime": 1790882335,
                "headline": "Meet AI’s New “Structural Winners”: Coherent Soars 11%, Lumentum Up 8%"
              },
              {
                "id": 142561523,
                "url": "https://finnhub.io/api/news?id=21e7c6c97b4fdc288ec01fde3118e7f17351046c80c29bdde18a9b184c48edba",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Get insights into the S&P500 index performance on Thursday. Explore the top gainers and losers within the S&P500 index in today's session.",
                "category": "company",
                "datetime": 1790881501,
                "headline": "What's going on in today's session: S&P500 movers"
              },
              {
                "id": 142562040,
                "url": "https://finnhub.io/api/news?id=8e63c4e4940e9dcc86f5f954f72978361a420535c019446f7d82516f89827b61",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Applied Optoelectronics has left its optical rivals and the broader chip sector in the dust this year, but the expansion driving that run is still under construction. Whether buyers step in now or wait depends on how much execution risk they are willing to accept.",
                "category": "company",
                "datetime": 1790880911,
                "headline": "Applied Optoelectronics Is Up 205% This Year. Is It Too Late to Buy AAOI Stock Now?"
              },
              {
                "id": 142561977,
                "url": "https://finnhub.io/api/news?id=50ab94c2d05d03e4c89642386b4b11503a083985fdad4714e56f6b6063524a16",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Optical networking stocks ripped higher on Thursday after Wall Street grew bullish on the next generation of data center networking.",
                "category": "company",
                "datetime": 1790879346,
                "headline": "Coherent, Lumentum, and Ciena stocks surge on bullish Wall Street call"
              },
              {
                "id": 142561845,
                "url": "https://finnhub.io/api/news?id=af03ca37ae07d7148971776c5f19cc31e9f5edfd07ad0bbc93ae099cd722b392",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Today's panel includes host Turney Duff, Futurum CEO Daniel Newman, Yahoo Finance's Julie Hyman, and Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, who discuss how and why Nvidia (NVDA) mastered the art of circular financing.",
                "category": "company",
                "datetime": 1790878140,
                "headline": "Why Nvidia’s ‘circular financing’ is a masterclass in ROI"
              },
              {
                "id": 142560656,
                "url": "https://finnhub.io/api/news?id=b572b029a14cbdf551967efff15828f1bcf6fc7eaa92e91a65052e9dcf464f01",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The Dow Jones index fell Thursday even as Treasury yields started to sink. Micron stock dropped on earnings.",
                "category": "company",
                "datetime": 1790872902,
                "headline": "Stock Market Today: S&P 500 Breaks Key Level As Micron Falls; Lumentum Soars (Live Coverage)"
              },
              {
                "id": 142560293,
                "url": "https://finnhub.io/api/news?id=b20e08d06594043d73774dff90800dc69a3fc3d1ae58095ba1758b392220c4e2",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Stay updated with the movements of the S&P500 index in the middle of the day on Thursday. Discover which stocks are leading as top gainers and losers in today's session.",
                "category": "company",
                "datetime": 1790872502,
                "headline": "Which S&P500 stocks are moving on Thursday?"
              },
              {
                "id": 142588130,
                "url": "https://finnhub.io/api/news?id=c64906d7bd519506b4d9c9a833729703391daa313fbb85426f7af17d6def0649",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/01/image.png?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "\n\n\n\nSource: TradePulse | October 1, 2026 as of 2:00PM EST\n\n\n\nMarket Overview\n\n\n\nRecent aggregate flow data reflects continued participation across several key market segments, with technology, semiconductors, aerospace,",
                "category": "company",
                "datetime": 1790867710,
                "headline": "Lumentum Leads As Technology And Semiconductors Drive Order Flow Activity"
              },
              {
                "id": 142559748,
                "url": "https://finnhub.io/api/news?id=72ec07f2140aeddfbe59695e12cebaab7fcccc923c7f8016c8914c2f6339d522",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent's PhotonLink platform and a fresh Wall Street initiation sent optics stocks surging well ahead of the broader market, raising the question of whether this rally signals a durable AI infrastructure trade or another sentiment-driven spike.",
                "category": "company",
                "datetime": 1790866571,
                "headline": "Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%"
              },
              {
                "id": 142588131,
                "url": "https://finnhub.io/api/news?id=2db1be4db3323ab5952bf60d8bcdfd38dbff0455b6dbb7fb2c583b97d90f0327",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/01/Konskie--Poland---March-11--2025-Lumentu.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum and Coherent stocks surge as potential U.S. restrictions on Chinese optical transceivers spark supply tailwinds.",
                "category": "company",
                "datetime": 1790862124,
                "headline": "Lumentum, Coherent Rip Higher As Washington Targets Chinese Optical Transceivers"
              },
              {
                "id": 142588127,
                "url": "https://finnhub.io/api/news?id=0255090bb18c924540a0a13cf730eefebf89ddab06109553a0b9e5680edde0de",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/01/Micron.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Micron slides despite a record quarter as the 10-year yield nears 5.3% and oil tops $92, while Accenture, Coherent and Vicor surge on earnings and AI optics.",
                "category": "company",
                "datetime": 1790857746,
                "headline": "Stock Market Today: S&P 500 Slips as Micron Fails to Impress, 10-Year Yields Ease to 5.25%"
              },
              {
                "id": 142588100,
                "url": "https://finnhub.io/api/news?id=ddeea8a12489b2ee14a76fdd5668a28f481a8dc6435f38d7f81ed9e9994e5ed6",
                "image": "https://cdn.benzinga.com/files/images/story/2026/10/01/Konskie--Poland---November-15--2024-Syno.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "U.S. stocks fell Thursday, but Synopsys surged 10.8% on strong FY27 guidance. Accenture, Enerflex and other shares also posted notable gains.",
                "category": "company",
                "datetime": 1790853393,
                "headline": "Synopsys, Accenture, Vicor And Other Big Stocks Moving Higher On Thursday"
              },
              {
                "id": 142556716,
                "url": "https://finnhub.io/api/news?id=a3a41d7ff168cc776b8daf7c882b862e27737e46fe5c2c4f6c70dabb6b5b5981",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "SAN JOSE, Calif., October 01, 2026--Lumentum, a global leader in optical and photonic technology, today announced its speaker lineup at the 2026 Open Compute Project (OCP) Global Summit, themed \"Scaling Innovation for the AI Era.\" The event will take place from October 12 – 15 at the San Jose McEnery Convention Center.",
                "category": "company",
                "datetime": 1790848800,
                "headline": "Lumentum Announces Speaker Lineup at 2026 OCP Global Summit"
              },
              {
                "id": 142524604,
                "url": "https://finnhub.io/api/news?id=62a89f46206b9d6b2dee298d61e14b5104b0fd34dc3808f8011b929682101daf",
                "image": "",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "",
                "category": "company",
                "datetime": 1790795092,
                "headline": "Walking The Floor At ECOC (European Conference On Optical Communications)"
              },
              {
                "id": 142523725,
                "url": "https://finnhub.io/api/news?id=09f418e9dd2ee112f005328adccd34dda04e8b3ec68e26c65543e17316aad8df",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2200128716/image_2200128716.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum is a Buy due to component expertise, customer commitments, and visible operating leverage in advanced optical products. Read more on LITE stock here.",
                "category": "company",
                "datetime": 1790788883,
                "headline": "Lumentum's Best Opportunity Is Becoming The Laser Inside The AI Network"
              },
              {
                "id": 142516721,
                "url": "https://finnhub.io/api/news?id=bb76bfa794beae6cf0c08bb55b649b68e623d691b44b38b410869e1cd7ac6654",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Target upgraded, Moderna downgraded: Wall Street's top analyst calls",
                "category": "company",
                "datetime": 1790775637,
                "headline": "Target upgraded, Moderna downgraded: Wall Street's top analyst calls"
              },
              {
                "id": 142514091,
                "url": "https://finnhub.io/api/news?id=e036cb6cd4e709f0ee5df941cc8cdbbc7ee0352453225fcf768171476633a090",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Rising Treasury yields are rattling markets heading into the final trading day of Q3, and Wall Street analysts are making bold moves on a wide range of stocks from big-box retail to AI infrastructure. Find out who got cut and who got a fresh vote of confidence.",
                "category": "company",
                "datetime": 1790769772,
                "headline": "Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, BankUnited, Ciena Corporation, CoreWeave, Dow, FormFactor, Lumentum Holdings, Moderna, Target, and More"
              },
              {
                "id": 142513265,
                "url": "https://finnhub.io/api/news?id=e9d1f9d7e2b011aee60bb66dcf330e28690af8a635f446236c94874dcae028a6",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Government bond yields have climbed to their highest levels in decades, which is putting pressure on expensive software stocks and pulling market attention toward businesses tied to real assets. Capital is getting a higher hurdle rate. Investors are hunting for cash generative ways to play AI that look more grounded. This article walks through three AI infrastructure picks and shovels stocks from our screener that directly support this shift. The three stocks highlighted below are a small...",
                "category": "company",
                "datetime": 1790766748,
                "headline": "Western Digital Stock And 2 More AI Infrastructure Stocks To Own"
              },
              {
                "id": 142517110,
                "url": "https://finnhub.io/api/news?id=114cf60b4cf0aa243baced2605bcb0907c7b39f9feca42f6f12fc48967c769c2",
                "image": "",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Bernstein  analyst Daniel Zhu   initiates coverage on Lumentum Holdings (NASDAQ:LITE) with a Outperform rating and announces Price Target of $1220.",
                "category": "company",
                "datetime": 1790750913,
                "headline": "Bernstein Initiates Coverage On Lumentum Holdings with Outperform Rating, Announces Price Target of $1220"
              },
              {
                "id": 142501509,
                "url": "https://finnhub.io/api/news?id=3e9ada8de20b1ed204f9f3f701be6b0fc9c0c054a84c5bf48fe7117aad284b33",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent (COHR) and Amphenol (APH) both sell connections inside AI data centers, but Coherent relies on that business more. Data center and communications made 79% of Coherent's latest quarterly revenue. At Amphenol, sales from IT datacom made up 43% of Q2 2026 sales, and communications networks another 11%. At 68.6 times the past twelve months of profit, Coherent's price makes sense only if its orders become sales and cash. So what does Amphenol offer you that Coherent does not.",
                "category": "company",
                "datetime": 1790717577,
                "headline": "What Does Amphenol Offer That Coherent Does Not?"
              },
              {
                "id": 142500233,
                "url": "https://finnhub.io/api/news?id=e570742dde964085813a411711a0c25d2345706adb3681f6d551833a5e85778d",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.",
                "category": "company",
                "datetime": 1790709739,
                "headline": "Stock Market Today: Dow Dips, But Nasdaq Turns Green; AI Stock, Energy Play Test These Entries (Live Coverage)"
              },
              {
                "id": 142499986,
                "url": "https://finnhub.io/api/news?id=315e57ce622f8cc62888c5533b64c07666c88222f0472c993343a6500fe225eb",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.",
                "category": "company",
                "datetime": 1790708701,
                "headline": "These S&P500 stocks are moving in today's session"
              },
              {
                "id": 142498701,
                "url": "https://finnhub.io/api/news?id=f6b7a069adaf871e261f2825af527c06bbfb2dcde9abb3dcfcf97b7dd45a42fc",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.",
                "category": "company",
                "datetime": 1790699701,
                "headline": "Discover which S&P500 stocks are making waves on Tuesday."
              },
              {
                "id": 142517111,
                "url": "https://finnhub.io/api/news?id=9fd49a40214829d2b6b755e112b9060ab4a56e217f03664abd8d1f48ae0eed66",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/29/Konskie--Poland---March-11--2025-Lumentu.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Shares of Lumentum advance alongside broader fiber optic connectivity equities.",
                "category": "company",
                "datetime": 1790698290,
                "headline": "Lumentum Stock Climbs Tuesday: What's Happening?"
              },
              {
                "id": 142499492,
                "url": "https://finnhub.io/api/news?id=58b3e0be8bad22611aec90405e717e11d6704f5c08a3df6a452e680be85ebfdc",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum's AI-driven optical demand, strong earnings growth, and expanding data center opportunities set it apart from Navitas Semiconductor.",
                "category": "company",
                "datetime": 1790696820,
                "headline": "LITE vs. NVTS: Which AI Data Center Stock Is the Better Buy?"
              },
              {
                "id": 142520825,
                "url": "https://finnhub.io/api/news?id=691dfe99790102d59fedc2c2158a266756aed3ad772269ae86e9269d2fffd6b0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.",
                "category": "company",
                "datetime": 1790695800,
                "headline": "NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit"
              },
              {
                "id": 142498014,
                "url": "https://finnhub.io/api/news?id=60ab5b13e4159409d7d3c42a0ead560573f0cd2d44ed41e150d0c8fc827d99e6",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock Market Today: The Dow Jones index dropped Tuesday as oil prices tumbled, and Treasury yields reversed higher. Nvidia hit a buy point.",
                "category": "company",
                "datetime": 1790694762,
                "headline": "Stock Market Today: Dow Dips As Consumer Confidence Falls; Nvidia Shares Hit This Buy Point (Live Coverage)"
              },
              {
                "id": 142498312,
                "url": "https://finnhub.io/api/news?id=da9ba871798f92da3d7c698c9c4fc26315e9275ad913db517452dbea1a050f8e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Optics stocks cratered after Citi dropped a major optical switching forecast, then buyers rushed back in less than 24 hours. What snapped sentiment around so fast, and how durable is the rebound?",
                "category": "company",
                "datetime": 1790694052,
                "headline": "Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%"
              },
              {
                "id": 142499779,
                "url": "https://finnhub.io/api/news?id=7a223c39c5dd9b033b379985885bd4a7bd985d6f3df536ea54387da38b311859",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1154936309/image_1154936309.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum Holdings rises with the tech rally as laser demand surges and AI CapEx tightens supply. Click to know why LITE is rated a Strong Buy.",
                "category": "company",
                "datetime": 1790691433,
                "headline": "Lumentum Stock: I Bought It At $800; 2027 Could Change The Story"
              },
              {
                "id": 142517072,
                "url": "https://finnhub.io/api/news?id=cbc69ea6c699ca29a260e9758068cbfa1ab0d3ff20cb5bf9036c6f7156ebc565",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/29/New-York--Ny--Usa---11-05-2024-Wall-Stre.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Bloom Energy soars 13% and chips rally while the 10-year Treasury yield hits 5.29%, a 2007 high; oil slips, cruise lines surge and FICO crashes 27%.",
                "category": "company",
                "datetime": 1790686862,
                "headline": "30-Year Yield Hits 2002 High; Credit-Score Giant FICO Plunges 27%: Stock Market Today"
              },
              {
                "id": 142499493,
                "url": "https://finnhub.io/api/news?id=afc8839404675b403fc5914b768daa1b4abfd7d33a84860883a4efea87cfeb0c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "These three stocks offer three different ways to participate in the AI infrastructure buildout.",
                "category": "company",
                "datetime": 1790681402,
                "headline": "3 AI Stocks That Could Surprise Investors by 2029"
              },
              {
                "id": 142471313,
                "url": "https://finnhub.io/api/news?id=97143b25d3a41e1ab8ef5620efe4dac52e505e7fa77a2813222f71c5d88b08eb",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Corning has been on a powerful multi year run, and after a mix of AI focused partnerships and a recent equity offering, the real question is how firmly its current share price rests on the cash flows the business can generate over time. With the stock now in a very different place than it was a few years ago, investors are increasingly asking whether the recent price action still lines up with what the Discounted Cash Flow (DCF) view of intrinsic value supports. Over the past 3 years,...",
                "category": "company",
                "datetime": 1790626356,
                "headline": "Corning (GLW) Stock Looks Undervalued As Its 452% Run Tests Fair Value"
              },
              {
                "id": 142469836,
                "url": "https://finnhub.io/api/news?id=c12fd4505fe17fdad5ac70e1ca08de2c446637afd094d810b99c6d6f5a82993e",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.",
                "category": "company",
                "datetime": 1790622301,
                "headline": "Stay informed with the top movers within the S&P500 index on Monday."
              },
              {
                "id": 142468733,
                "url": "https://finnhub.io/api/news?id=9ff638211af9695af811e0b0c8a54eeb199d3613c1b0baba17d91732994a3931",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Monday.",
                "category": "company",
                "datetime": 1790613301,
                "headline": "Which S&P500 stocks are moving on Monday?"
              },
              {
                "id": 142467576,
                "url": "https://finnhub.io/api/news?id=33d71a71db27f052cd1bad680f7297f71016f9336f4ebd5d034c2850fff5256b",
                "image": "https://www.chartmill.com/images/uploads/CM_Gap_Stocks_Small_free_ad767b11cf.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Monday to uncover the stocks that are gapping in the S&P500 index.",
                "category": "company",
                "datetime": 1790606101,
                "headline": "What's going on in today's session: S&P500 gap up and gap down stocks"
              },
              {
                "id": 142463701,
                "url": "https://finnhub.io/api/news?id=868e87f345de9719288c13cee9940271f3ec5dd7ca75e1c9fd1f9b0323dff49c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030.",
                "category": "company",
                "datetime": 1790595745,
                "headline": "Citi Sees $11 Billion Optical Networking Boom Driven By Google, Nvidia"
              },
              {
                "id": 142496803,
                "url": "https://finnhub.io/api/news?id=7dcdf47a27f1566b4a243c06568fcbfdf674d8a17aa8be4bd82a40dcc067fc75",
                "image": "",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Citigroup  analyst Papa Sylla   maintains Lumentum Holdings (NASDAQ:LITE) with a Buy and raises the price target from $1200 to $1400.",
                "category": "company",
                "datetime": 1790595025,
                "headline": "Citigroup Maintains Buy on Lumentum Holdings, Raises Price Target to $1400"
              },
              {
                "id": 142463093,
                "url": "https://finnhub.io/api/news?id=55e2b8dcf1203f0ef04af4bc4f22b2890bbef137bb444497078c3a1f5bf476a3",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1488521147/image_1488521147.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Explore SPDR S&P Telecom ETF (XTL): AI-driven network demand, 5G/fiber growth and consolidation.",
                "category": "company",
                "datetime": 1790573738,
                "headline": "XTL: Strong Structural Catalysts, But A Needed Breather"
              },
              {
                "id": 142437941,
                "url": "https://finnhub.io/api/news?id=2ae9ed027999ebc8e5b9c545504947a986013b1c8e177adbb5596fd3a9631fb4",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/26/Fiber-Optic-Cables-Connected-To-An-Optic.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Bipartisan lawmakers seek to ban Chinese optical transceivers from sensitive U.S. government systems over security concerns.",
                "category": "company",
                "datetime": 1790387559,
                "headline": "Bipartisan Lawmakers Seek to Bar a Chinese AI Data Center Component From Sensitive US Government Systems: ‘We Shouldn’t Rely on China’"
              },
              {
                "id": 142425006,
                "url": "https://finnhub.io/api/news?id=9c4d82380d07126bcc8c0171d21c11c3afe2acea2586989cf70765093a08a7bf",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1010852110/image_1010852110.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum Holdings Inc.'s AI upside expands into OCS and lasers as Q4 revenue jumps 109% and margins hit 50.4%. Click for this LITE stock update.",
                "category": "company",
                "datetime": 1790344705,
                "headline": "Lumentum's $40 EPS Bet Changes Everything"
              },
              {
                "id": 142557915,
                "url": "https://finnhub.io/api/news?id=c886b471c552d014587d2a0343628d9ebd204753e4395ab261906f4080b6b6d7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Editor’s note: “China’s Rare Earth Squeeze Is Making MP Materials More Important” was previously published in August 2026 with the title, “The Reason China Targeted MP Materials Might Shock You.” It has since been updated to include the most relevant information available. In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced an embargo on the United States – and almost overnight,",
                "category": "company",
                "datetime": 1790340900,
                "headline": "China’s Rare Earth Squeeze Is Making MP Materials More Important"
              },
              {
                "id": 142422134,
                "url": "https://finnhub.io/api/news?id=a17a279b7fcc3723a92a18d1f497f09be289786718a996fad0bf5c69e36d80d5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The artificial-intelligence rally looked set to restart on Friday, as a drop in bond yields gave risk assets a boost. Glassmaker Corning, optical networking companies Coherent and Lumentum, server maker Dell, and flash-memory product supplier Sandisk were all rallying ahead of the opening bell.",
                "category": "company",
                "datetime": 1790337197,
                "headline": "AI Trade Picks Up Again as Investors Pile Back Into Stocks"
              },
              {
                "id": 142413713,
                "url": "https://finnhub.io/api/news?id=0af9f9927299537ae0609925bcf89cf0323eeb9c99dca789776fd7c119983ea9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AI infrastructure demand continues to strengthen the optical networking growth story, according to Josh Brown.",
                "category": "company",
                "datetime": 1790327340,
                "headline": "LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More"
              },
              {
                "id": 142413575,
                "url": "https://finnhub.io/api/news?id=ca848c434bb050c42b9d919334815f3d04995bb138741a1fbfa6131870d03476",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/140376166/image_140376166.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "LAZR ETF's photonics/AI infrastructure theme is strong, but high LITE valuation and risky Anthropic stake add beta. Learn more on LAZR here.",
                "category": "company",
                "datetime": 1790315852,
                "headline": "LAZR: The Right Supply Chain, The Wrong Top Two"
              },
              {
                "id": 142421862,
                "url": "https://finnhub.io/api/news?id=ee35deab471d86124c8cb7df4f4fe695499e15250c076456785e730d3b5033a7",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/25/Mark-Zuckerberg-Speaks-At-Georgetown-Uni.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Meta has overtaken SpaceX to become the world's seventh-largest public company, as excitement builds around its Muse AI.",
                "category": "company",
                "datetime": 1790293454,
                "headline": "Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion"
              },
              {
                "id": 142385750,
                "url": "https://finnhub.io/api/news?id=230163026193ee9df0b1f8d01a12c1d5e01b201359285bfb89f0a1d362f09bbf",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent stock has surged nearly 60% in 2026 riding the AI data center optical boom, yet its closest peers have lapped it twice over, raising a question the price chart alone cannot answer.",
                "category": "company",
                "datetime": 1790276864,
                "headline": "Coherent Has Ripped 59% in 2026: Is It Too Late to Buy COHR Stock Now?"
              },
              {
                "id": 142384819,
                "url": "https://finnhub.io/api/news?id=8cdd24ff681e1d50c5ff3aaeb6afd224fbc6eef0956be647efeb973d178c1da0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.",
                "category": "company",
                "datetime": 1790263380,
                "headline": "Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?"
              },
              {
                "id": 142377602,
                "url": "https://finnhub.io/api/news?id=95f4780d101ea9ce33147a22bc5c76029f282ddba41a87ae266460541905db37",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...",
                "category": "company",
                "datetime": 1790254324,
                "headline": "AI Data Center Boom Faces This 'Fundamental Trade-off' With China"
              },
              {
                "id": 142381024,
                "url": "https://finnhub.io/api/news?id=28d49d5722f79cedf0481eedc994f558acc618e89043a324da2e482055f45067",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/24/Meta-Platforms-Menlo-Park--Ca--Usa---Apr.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Wall Street reevaluates Meta stock as its Muse AI agent opens huge new growth, sub, and ad paths. Read full expert target analyses.",
                "category": "company",
                "datetime": 1790232140,
                "headline": "Meta’s Muse AI Has Wall Street Seeing Billion-Dollar Possibilities"
              },
              {
                "id": 142385728,
                "url": "https://finnhub.io/api/news?id=264294f21361aa8006bfa151303fae79d76fd575d589693c8aab160497a61b7a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.",
                "category": "company",
                "datetime": 1790190300,
                "headline": "Chips to Bots: Qualcomm’s Agentic AI Breakout"
              },
              {
                "id": 142366658,
                "url": "https://finnhub.io/api/news?id=5982de957991babfb88338199c57bf82ece2d0304b103cdcc4ea0fbe530dda8b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.",
                "category": "company",
                "datetime": 1790188350,
                "headline": "Lumentum Shares Are Up After an AI Optical Tech Partnership With Corning and Qualcomm. What This Means for LITE Stock."
              },
              {
                "id": 142362130,
                "url": "https://finnhub.io/api/news?id=a80495b3a595cd8ef10570eccda3bc00556e86b801d877f50d8fb2fcd63f0d82",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...",
                "category": "company",
                "datetime": 1790176836,
                "headline": "3 AI Stocks With Revenue Growth Up To 50%"
              },
              {
                "id": 142382488,
                "url": "https://finnhub.io/api/news?id=ed7870e5b7b81c023865ee073cb99889856ff782e2646d86ae4d6801cf785295",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/23/image.png?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "A key trading signal flashed for Lumentum shares at a price of $935.32, after which LITE rose 2.6% to an intraday high.",
                "category": "company",
                "datetime": 1790176163,
                "headline": "Lumentum Shares Up Over 2% After Key Trading Signal"
              },
              {
                "id": 142362149,
                "url": "https://finnhub.io/api/news?id=7d18048adfa7ddb1f453e46f8acd62b17a73c99a3724f37bbf777f839a19a856",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.",
                "category": "company",
                "datetime": 1790175240,
                "headline": "FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?"
              },
              {
                "id": 142376499,
                "url": "https://finnhub.io/api/news?id=a85e7c83a61d27015757c24f2cc86f4814fd4314fc8a712c493cd92f13f8c89d",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.",
                "category": "company",
                "datetime": 1790167200,
                "headline": "Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom"
              },
              {
                "id": 142357044,
                "url": "https://finnhub.io/api/news?id=87744e686338dff61e9166c773839f85d9d00cdfc6fa630f7418814b944e9a54",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.",
                "category": "company",
                "datetime": 1790164857,
                "headline": "Four AI Stars Rev Up As Analysts Raise Profit Targets; Micron Clears Early Buy Point"
              },
              {
                "id": 142360570,
                "url": "https://finnhub.io/api/news?id=428aa8f0b987565bb079088c723d092508f772ab0d97ad1667ea5f9c16d0ae7d",
                "image": "https://cdn.benzinga.com/files/images/story/2025/07/10/valuestock_4.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 22.94% on an annualized basis producing an average annual return of 36.53%. Currently, Lumentum Holdings has a market capitalization",
                "category": "company",
                "datetime": 1790158535,
                "headline": "Here’s How Much You Would Have Made Owning Lumentum Holdings Stock In The Last 10 Years"
              },
              {
                "id": 142351687,
                "url": "https://finnhub.io/api/news?id=371be1c49e347251001f9dfeef3b2598d170c71612e1350f4087f935388466d5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]",
                "category": "company",
                "datetime": 1790137197,
                "headline": "Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?"
              },
              {
                "id": 142343992,
                "url": "https://finnhub.io/api/news?id=e1954a4c968eec7388cb86ff66a8a2016b919a566cd43531a07f93201b3b3694",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...",
                "category": "company",
                "datetime": 1790115327,
                "headline": "3 AI Stocks With Revenue Growth Up To 42%"
              },
              {
                "id": 142341043,
                "url": "https://finnhub.io/api/news?id=ef21d8940808885bf299b0c1651140d3a90d9abde2728583ad8fe9a02583eb67",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.",
                "category": "company",
                "datetime": 1790109240,
                "headline": "Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142342111,
                "url": "https://finnhub.io/api/news?id=645fec4beada92601903ff19b699b101f38cd55b087c7ac1d82bbea225e47f23",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...",
                "category": "company",
                "datetime": 1790100892,
                "headline": "Corning (GLW) To Show High Density Optical Chip Links At ECOC 2026"
              },
              {
                "id": 142339969,
                "url": "https://finnhub.io/api/news?id=56436fcdde43af40c0b9238f3b6530e370b5d5713815328ba9be7bc8a161d6c2",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.",
                "category": "company",
                "datetime": 1790091420,
                "headline": "Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?"
              },
              {
                "id": 142339967,
                "url": "https://finnhub.io/api/news?id=ac14a860c6ed5b785b4563f0b82350a5fb1da7463a27eebfb5cb6f3389405471",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Wall Street analysts are generally a conservative bunch. They rarely model a company tripling its top line, because most companies don’t.",
                "category": "company",
                "datetime": 1790087543,
                "headline": "3 AI Stocks Expected to Triple Revenue in the Coming Years"
              },
              {
                "id": 142338226,
                "url": "https://finnhub.io/api/news?id=d8c5dcb116d83c9b1044b01dbd37d0874ecf7a928c673609b8d4d161db5a70e9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Data center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C.",
                "category": "company",
                "datetime": 1790085459,
                "headline": "AI Pick-And-Shovel Stocks To Watch As Xi And Trump Meet"
              },
              {
                "id": 142359563,
                "url": "https://finnhub.io/api/news?id=fe04e3ccc6e5392f9919905212728d05cef2ffb919c886437144f1ae9e159671",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.",
                "category": "company",
                "datetime": 1790084700,
                "headline": "Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom"
              },
              {
                "id": 142329722,
                "url": "https://finnhub.io/api/news?id=9fb89acbae8504bee917751fe050edd5a3fa5a5b76addbf27228addfbc3836f2",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.",
                "category": "company",
                "datetime": 1790065277,
                "headline": "Qualcomm Stock Jumped 9% on Monday. Can It Bring More Meaningful Upside in 2026?"
              },
              {
                "id": 142318484,
                "url": "https://finnhub.io/api/news?id=1bc4bbe857bc792580b0ed0e11916f165b38d16391722f93f47048be4f786959",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.",
                "category": "company",
                "datetime": 1790041345,
                "headline": "Why Corning (GLW) Stock Is Trading Up Today"
              },
              {
                "id": 142314890,
                "url": "https://finnhub.io/api/news?id=d463077303b59dfd65dec32708ebbed10d48218ff0a4135e458d54ba7db26b6f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.",
                "category": "company",
                "datetime": 1790009594,
                "headline": "Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally"
              },
              {
                "id": 142314893,
                "url": "https://finnhub.io/api/news?id=a545359c0b87175d4bf7a1ab317ce8bced0ef12db7e8f30abad8cbb81cc717da",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.",
                "category": "company",
                "datetime": 1790009212,
                "headline": "Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%"
              },
              {
                "id": 142338021,
                "url": "https://finnhub.io/api/news?id=c03c19bad17dcdb24246532e21e17b3009dc43f5a58576db418eeaf3d3cb4019",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/21/Trading-Investment-Charts--Investment-Fi.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum Holdings is rising Monday after it announced plans to showcase a new high-capacity laser module at the upcoming ECOC exhibition.",
                "category": "company",
                "datetime": 1790005220,
                "headline": "Lumentum Stock Gains as New Optical Module Targets Hyperscale AI Demand"
              },
              {
                "id": 142315312,
                "url": "https://finnhub.io/api/news?id=3795eefc9d2b61504e5c3c8180ade2289d0c92668df8fe89d648fe0295d34244",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "As Lumentum has outpaced relative to its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.",
                "category": "company",
                "datetime": 1789998063,
                "headline": "How Is Lumentum's Stock Performance Compared to Other Technology Stocks?"
              },
              {
                "id": 142312313,
                "url": "https://finnhub.io/api/news?id=acab62d51dacde8bd9cd46c0c96f1b672fdcb1adb10c4f7839bed7e55c594ecd",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.",
                "category": "company",
                "datetime": 1789997040,
                "headline": "Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead?"
              },
              {
                "id": 142312314,
                "url": "https://finnhub.io/api/news?id=4534d23bc1ab52ff953c49296cd1399bf096c4082b1ae9fd10bc2345e9ec09fb",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform.",
                "category": "company",
                "datetime": 1789995660,
                "headline": "Why This AI Bottleneck Means Ciena Stock Has 58% Upside"
              },
              {
                "id": 142311259,
                "url": "https://finnhub.io/api/news?id=c693e0e2cf1cf4a7eb7a411c6a27015f58f305b7f31267952286d2a35d63cf8b",
                "image": "https://www.chartmill.com/images/uploads/HGM_Breakout_19d1a7df53.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Lumentum (LITE) clears high growth momentum and technical filters, with strong EPS growth, rising trends, and a constructive base to watch.",
                "category": "company",
                "datetime": 1789993841,
                "headline": "Lumentum Holdings (NASDAQ:LITE) Combines High Growth Momentum With a Breakout Setup"
              },
              {
                "id": 142314891,
                "url": "https://finnhub.io/api/news?id=39de2dc6d974205e033118dd8493568990e8e86ddb85a70800c87a1fb55d7b0b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Qualcomm Latest AI Play Sends Optical Networking Stocks Higher",
                "category": "company",
                "datetime": 1789992796,
                "headline": "AI Networking Bet Sends Qualcomm, Lumentum Shares Higher"
              },
              {
                "id": 142310735,
                "url": "https://finnhub.io/api/news?id=4df4cae6347e38d8325b5c610d5c75e9457434d3db722c3efb2f3bae93099f08",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...",
                "category": "company",
                "datetime": 1789989197,
                "headline": "Is Lumentum (LITE) Quietly Rewiring Its AI Data Center Role With New OCI Optics?"
              },
              {
                "id": 142307900,
                "url": "https://finnhub.io/api/news?id=bd58b239d8082416e3f8f691e706d9d39bb2bfe17df5378c3c6d0f826270d089",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. (\"Lumentum\") today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum’s VCSEL-based optical interconnect platform and Corning multimode fiber connecti",
                "category": "company",
                "datetime": 1789981620,
                "headline": "Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026"
              },
              {
                "id": 142307901,
                "url": "https://finnhub.io/api/news?id=53160a2b49975c5b65df89b282f6dfbcac7acfcc5d0e3f66096e643ee526d261",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum (LITE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.",
                "category": "company",
                "datetime": 1789981500,
                "headline": "Lumentum (LITE) Moves 4.2% Higher: Will This Strength Last?"
              },
              {
                "id": 142308062,
                "url": "https://finnhub.io/api/news?id=ce6dc1a8da8fe1426017294376f17440f9020425c0c44762090b9393a2983d85",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. (\"Lumentum\") today announced its plan to demonstrate an eight-wavelength dense wavelength division multiplexing (DWDM) laser module in an External Laser Small Form Factor Pluggable (ELSFP) at ECOC 2026. The module incorporates an optical interface designed to meet the applicable requirements of the Optical Compute Interconnect Multi-Source Agreement (OCI MSA). It is intended for external laser source applications in co-packaged optics (CP",
                "category": "company",
                "datetime": 1789980060,
                "headline": "Lumentum to Demonstrate DWDM ELSFP Laser Module for OCI MSA Applications at ECOC 2026"
              },
              {
                "id": 142304248,
                "url": "https://finnhub.io/api/news?id=39cff0d20beda5ff729e2220f84c3da20aca0d398e8f1b37eb4337db736b4d9a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The manufacturer of optical and photonic components reported a notable insider sale as its stock surged 443% over past year.",
                "category": "company",
                "datetime": 1789973804,
                "headline": "A Lumentum President Sells 1,500 Shares Worth $1.4 Million Amid a Soaring Stock Price"
              },
              {
                "id": 142314267,
                "url": "https://finnhub.io/api/news?id=ffbcbef200211f10758fd6d8dc0aa0827f9ddcb3e12beab3bbfb34d80a4eaad4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.",
                "category": "company",
                "datetime": 1789919100,
                "headline": "NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It"
              },
              {
                "id": 142261558,
                "url": "https://finnhub.io/api/news?id=e3af098458f9a0beaa2b04ff4e097daf7d06b8abd21453f00b28e2d75b4ae1b5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.",
                "category": "company",
                "datetime": 1789765041,
                "headline": "Stock Market Today: Nasdaq, S&P Reverse Slightly Higher; Sandisk, Lumentum Lead This Tech Rally (Live Coverage)"
              },
              {
                "id": 142259258,
                "url": "https://finnhub.io/api/news?id=1fc1b7efc14480ca25c73b2f91afca3e6595ce98053607a3c3844da0ac003836",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.",
                "category": "company",
                "datetime": 1789758960,
                "headline": "Bet on These Photonics ETFs to Exploit the Next Wave of AI Revolution"
              },
              {
                "id": 142259784,
                "url": "https://finnhub.io/api/news?id=a6ef8f528eeeb9a3ffea63dff4f0125971f954ee27a601dceb39d64e55265f51",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.",
                "category": "company",
                "datetime": 1789755660,
                "headline": "Coherent's Datacenter Business Powers its Revenue Growth"
              },
              {
                "id": 142259162,
                "url": "https://finnhub.io/api/news?id=2721ca12aad0a968e5c24548be2247ac144dbd87e1a9d352d94d65f825bda6ef",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "FEATURE  Stocks were lower Friday as higher oil prices and bond yields weighed on equities. The artificial-intelligence trade, however, still had legs. Glassmaker Corning and optical networking stocks Coherent and Lumentum rose, while chip manufacturer Intel fell 1.",
                "category": "company",
                "datetime": 1789755180,
                "headline": "Netflix, Nucor, On Holding, Xenon, Accenture, Coinbase, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142259785,
                "url": "https://finnhub.io/api/news?id=6dc6d80cca088b4b8ff28a0db74746be3148fbde95447c48bf5bdaf8267f2706",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.",
                "category": "company",
                "datetime": 1789740099,
                "headline": "Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%"
              },
              {
                "id": 142257719,
                "url": "https://finnhub.io/api/news?id=2eb4bfabeca43d57bededfd4b856550a08b7ae8faf645a08f12b8303547da2db",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2259596393/image_2259596393.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Applied Optoelectronics forecasts 800G/1.6T optical demand outpacing capacity through 2027. Click for read more on the AAOI stock.",
                "category": "company",
                "datetime": 1789734376,
                "headline": "Applied Optoelectronics Is Entering Its Most Important Growth Phase"
              },
              {
                "id": 142270245,
                "url": "https://finnhub.io/api/news?id=b70e445f570d74faefbee8d6763bd1a0dff2033260e5313afb4a2b3af9feaee5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.",
                "category": "company",
                "datetime": 1789730700,
                "headline": "Laser Focus: 2 Optical Stocks Lighting Up AI"
              },
              {
                "id": 142251913,
                "url": "https://finnhub.io/api/news?id=499c49aeb3fa0a1348ccccbc27623c722a54d6186230e4918f9d0df30f0a4e43",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "FEATURE  Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.",
                "category": "company",
                "datetime": 1789729500,
                "headline": "Intel, Netflix, Berkshire Hathaway, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142255894,
                "url": "https://finnhub.io/api/news?id=6d163a6383cb9a8b8c3291d8e9856ae9c861320804c16deba53f28d5eea33832",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/18/Display-Of-Stock-Market-Quotes.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "U.S. stocks were mixed as the Dow fell 150 points; Mistras surged on a $20.35/share buyout deal, while crypto and tech stocks gained.",
                "category": "company",
                "datetime": 1789725715,
                "headline": "Mistras Group, Strategy, Hyperliquid Strategies And Other Big Stocks Moving Higher On Friday"
              },
              {
                "id": 142253184,
                "url": "https://finnhub.io/api/news?id=fb829c1672a872c166611821381d4d4ec8b243f073ee1e3c07989d5d8d48bef7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Gateway for \"secret semiconductor substrate\" InP (indium phosphide) is blowing minds with triple-digit growth",
                "category": "company",
                "datetime": 1789723200,
                "headline": "Bull of the Day: AXT (AXTI)"
              },
              {
                "id": 142231885,
                "url": "https://finnhub.io/api/news?id=f98ed6b25ba42b9383075753405c546d1892ebca38a2f0523b85efde42cff6a2",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Lisa Mateo, and Alexis Christoforous.",
                "category": "company",
                "datetime": 1789676718,
                "headline": "Generac Surges 18% on $8 Billion Amazon Data Center Deal | Closing Bell"
              },
              {
                "id": 142231627,
                "url": "https://finnhub.io/api/news?id=f75a51fb50dc3adb94742c4c64ffb21053489ac2b79635f6907a6f2ba98e399f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Nebius gains as the so-called neocloud recently announced it would raise its on-demand rates for a range of AI chips.",
                "category": "company",
                "datetime": 1789676160,
                "headline": "Generac, Nebius, CoreWeave, Nokia, Lucid, Paramount, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142231883,
                "url": "https://finnhub.io/api/news?id=d67b2293cfa5fc398d8f051c1a4f54ba4c152073bb54e470cd6d1c96149764bd",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market.  Ciena stock rose 3% to $350.85 on Thursday.  Ciena was at least partially responsible for the stock performances on Thursday as the company’s financial guidance pointed to little to no slowdown in AI demand for networking products.",
                "category": "company",
                "datetime": 1789669380,
                "headline": "Ciena Stock Rises as These Numbers Leave Wall Street Pleasantly Surprised"
              },
              {
                "id": 142223361,
                "url": "https://finnhub.io/api/news?id=85ff37d0ab29bfdc6186d4fdc0bfcdc669c0dddbcea5d6f83925e31ea126bb7c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.",
                "category": "company",
                "datetime": 1789645320,
                "headline": "OpenAI Reveals 6 ‘Concerning’ Incidents. Why AI Stocks Are Rising Anyway."
              },
              {
                "id": 142225286,
                "url": "https://finnhub.io/api/news?id=82f85dedfb64aa46e2ddc20757e356809f6bda170de8260e400f17545c8932f3",
                "image": "",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data",
                "category": "company",
                "datetime": 1789634371,
                "headline": "GlobalFoundries And Marvell Technology Expand Multi-Year Agreement To Increase Capacity For GFS's Silicon Germanium Technology At Its Burlington, Vermont, Facility To Support Demand For Optical Connectivity"
              },
              {
                "id": 142216694,
                "url": "https://finnhub.io/api/news?id=e19b24baf12abf2c1337621c383f9c6df70dcf537fb6f8a96ccec73f7be39cf3",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "The Morning Bull - US Market Morning Update Thursday, Sep, 17 2026 US stock futures are pointing mildly higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors brace for the Federal Reserve’s first rate hike since 2023. The target range is expected to move to 3.75% to 4.00%, which means loan and mortgage costs could edge up from here. At the same time, the US 10 year Treasury yield is sitting near 5%, a level that keeps pressure on everything from credit cards to...",
                "category": "company",
                "datetime": 1789632758,
                "headline": "US Stock Market Today: S&P 500 Futures Edge Higher As Fed Rate Decision Looms"
              },
              {
                "id": 142214107,
                "url": "https://finnhub.io/api/news?id=717682d626bcfed0fe0efb13305eefa30b057deb824005728acb81d479cd8373",
                "image": "https://www.chartmill.com/images/uploads/THUMBNAILS_CHARTMILL_1000_528_1_9557a0501e.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "The Federal Reserve raised interest rates for the first time in three years on Wednesday, but it was Chair Kevin Warsh's refusal to elaborate that sent stocks lower and pushed the ten-year Treasury yield to its highest level since 2007.",
                "category": "company",
                "datetime": 1789629774,
                "headline": "The Fed Hikes, Warsh Says Nothing Else, and Wall Street Fills In the Blanks"
              },
              {
                "id": 142219836,
                "url": "https://finnhub.io/api/news?id=2060f1dc5634fc9da72bf9ffeb4876ff7a3069d6c509e72a00c7cd9c52e5fa85",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2205618145/image_2205618145.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "As part of its record-breaking IPO, we acquired shares in Space Exploration Technologies Corp.",
                "category": "company",
                "datetime": 1789625880,
                "headline": "Baron Technology ETF Q2 2026 Portfolio Activity"
              },
              {
                "id": 142231882,
                "url": "https://finnhub.io/api/news?id=e8e39f5c4292a024471f39afa2f5538551721eca6f7144818d3e3ad07644b4e0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Key Stats for LITE StockPast week performance: +9. 6%52-week range: $145 to $1,086Valuation model target price: $1,653Implied upside: 97.",
                "category": "company",
                "datetime": 1789602635,
                "headline": "Lumentum Stock Is Up Nearly 10% This Week. Here’s the Case for 27.5% Annual Returns"
              },
              {
                "id": 142200869,
                "url": "https://finnhub.io/api/news?id=f2190363206ce2f9e3a436746dd3500a3286c5960ec4a4150c38331c3f6f80a0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.",
                "category": "company",
                "datetime": 1789601921,
                "headline": "Is Ciena's Pricing Power Real, Or Just A Parts Shortage?"
              },
              {
                "id": 142201060,
                "url": "https://finnhub.io/api/news?id=5180457fb8348d4193299dcfff1c2c64d8bb7202d69fc376f936b545838bb6a8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Needham calls CPO the most important technology transition for AI networking through 2028",
                "category": "company",
                "datetime": 1789591203,
                "headline": "AXT Rises 10% After Being Named Co-Packaged Optics Winner"
              },
              {
                "id": 142198959,
                "url": "https://finnhub.io/api/news?id=568783958075196b65740530debea12cb32f6534984a1b55719ef4f7c7471b7c",
                "image": "https://www.chartmill.com/images/uploads/CM_Top_Movers_Small_free_2b4ff2fc22.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Let's have a look at the top S&P500 gainers and losers one hour before the close of the markets of today's session.",
                "category": "company",
                "datetime": 1789585501,
                "headline": "Explore the top gainers and losers within the S&P500 index in today's session."
              },
              {
                "id": 142198111,
                "url": "https://finnhub.io/api/news?id=e7142057b9b646775442356cfc29a66a6aff0892cd86f5fe491799aadce26584",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Stock Market Today: The Dow Jones index wavers ahead of a likely Fed rate hike and Warsh's comments. Nvidia, Intel and SK Hynix jump.",
                "category": "company",
                "datetime": 1789578842,
                "headline": "Stock Market Today: Nasdaq Leads Gains As Fed News Looms; Oil Ship Stocks Sail North (Live Coverage)"
              },
              {
                "id": 142198192,
                "url": "https://finnhub.io/api/news?id=c4d265438d1aa37e7f541be1491ee485a5f3ae09d52803efa1cc16436e5ac3e9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Salesforce declines after a widespread service outage hits the company during its annual Dreamforce conference.",
                "category": "company",
                "datetime": 1789578540,
                "headline": "Salesforce, SpaceX, Intel, J.B. Hunt, Coinbase, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142198306,
                "url": "https://finnhub.io/api/news?id=d415af12cd0fd369e5e43a5388e96a5a7f1097ca7bf666530c8dff520d6ec47e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains.",
                "category": "company",
                "datetime": 1789578360,
                "headline": "Lumentum Stock Leads the S&P 500 While Corning Can’t Keep Up"
              },
              {
                "id": 142197265,
                "url": "https://finnhub.io/api/news?id=08c98f210ff61021a5dafe447bca9ec1b68e907257c236d38de455bdf92a0d5b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.",
                "category": "company",
                "datetime": 1789572420,
                "headline": "AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?"
              },
              {
                "id": 142226414,
                "url": "https://finnhub.io/api/news?id=7147ecdd42390e3bb6703b7eff0233b04ede2b955815689d11506b7d4e5ca9b5",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/16/Konskie--Poland---March-11--2025-Lumentu.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Lumentum Holdings is trading higher Wednesday, lifted by strength in fiber-optic stocks after peer Ciena set aggressive multi-year targets.",
                "category": "company",
                "datetime": 1789571082,
                "headline": "Lumentum Stock Jumps Wednesday: What's Driving the Action?"
              },
              {
                "id": 142197263,
                "url": "https://finnhub.io/api/news?id=89ba1fc92e48270cbd2d0e8b36308c53992dc7798c97682a2695ffa4a99caf17",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.",
                "category": "company",
                "datetime": 1789569975,
                "headline": "Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%"
              },
              {
                "id": 142197264,
                "url": "https://finnhub.io/api/news?id=7296f63f6ac0f7d544d9bb5287259e5f5e7599cb85e846d1a9b7add5c59c364a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index’s 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services […]",
                "category": "company",
                "datetime": 1789568285,
                "headline": "How Lumentum Holdings (LITE) Powers the Next Generation of AI Data Demand"
              },
              {
                "id": 142197048,
                "url": "https://finnhub.io/api/news?id=701e1d4558e985faa67df2c7e60692f6a3ff6365b46a8e50a085696059f9b1e2",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "FEATURE  Stocks rose on Wednesday as investors waited for the Federal Reserve’s interest-rate decision.   Intel gained 5.7% and SK Hynix added 2.2% after Reuters reported the two companies had discussed a potential memory-chip partnership.",
                "category": "company",
                "datetime": 1789568100,
                "headline": "Salesforce, Intel, Dell, J.B. Hunt, Expedia, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142197101,
                "url": "https://finnhub.io/api/news?id=5fc0747a3ee9327be71a49fc7e2185897146e45c6f6e246fbda780fca7cf7418",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Forgent Power Solutions beats fiscal Q4 estimates as data center demand drives Powertrain Solutions growth, while bookings and backlog reach record levels.",
                "category": "company",
                "datetime": 1789567320,
                "headline": "FPS Q4 Earnings Beat Estimates on Powertrain Solutions Growth"
              },
              {
                "id": 142225256,
                "url": "https://finnhub.io/api/news?id=40e78e12e9b3d1aa7365905f5c844bbfead35a6c4e43a76d12bb41ecb33353ca",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/16/fed-ai3.png?width=2048&height=1536",
                "source": "Benzinga",
                "related": "LITE",
                "summary": "Crude tumbles 3.6% on a Saudi pipeline restart, easing yields and lifting chips, while the Fed prepares its first rate hike in nearly three years.",
                "category": "company",
                "datetime": 1789563120,
                "headline": "S&P 500 Gains, Crude Falls Ahead Of Fed's Expected First Hike Since 2023: Stock Market Today"
              },
              {
                "id": 142194422,
                "url": "https://finnhub.io/api/news?id=27e52a5918184ca78e2cf94c89a854e9f18d269c09f0237e3ffbafcb760f0c1c",
                "image": "https://www.chartmill.com/images/uploads/CM_Premarket_Movers_Small_free_90289f6b81.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Before the opening bell on Wednesday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.",
                "category": "company",
                "datetime": 1789562100,
                "headline": "Wondering what's happening in today's S&P500  pre-market session?"
              },
              {
                "id": 142196729,
                "url": "https://finnhub.io/api/news?id=608df152fbe45ae3b69b1cf169b638faccea0449a96b74755b2a68a56f5d898f",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2236865529/image_2236865529.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "LITE outlook: fiber optics, data center expansion, and CPO/NPO adoption drive multi-year cloud supercycle upside—plus risks to watch.",
                "category": "company",
                "datetime": 1789557349,
                "headline": "Lumentum: AI Capex Party Continues - Compelling, Multi-Year Optical Tailwinds"
              },
              {
                "id": 142166141,
                "url": "https://finnhub.io/api/news?id=a2157e9f5a610237a2b186b1c0291e52b1bd430d39cc91638003ad02ecbdabe3",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "FEATURE  Stocks declined Tuesday as the yield reached its highest level in 19 years. Investor fears over the selloff in artificial-intelligence stocks eased somewhat. AI-related stocks fared better Tuesday after taking a battering on Monday following calls for a slowdown in AI development.",
                "category": "company",
                "datetime": 1789504080,
                "headline": "Nvidia, Coinbase, Skyworks, Axon, Tesla, Applied Aerospace, and More Stocks That Explain Today’s Market"
              },
              {
                "id": 142166023,
                "url": "https://finnhub.io/api/news?id=86a5ac36a48d0d548907204dc55b386e162376addc56e3c0b801833a4af4c174",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.",
                "category": "company",
                "datetime": 1789489560,
                "headline": "Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?"
              },
              {
                "id": 142165887,
                "url": "https://finnhub.io/api/news?id=6c4ac7430a4d5f26c061edf2a60a120ecbbe26447a16759e8af1b4f6dcdf6a46",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena just bounced hard off a brutal month-long selloff, but Corning is barely moving while the broader market sits in the red. The divergence inside the optics sector points to something more specific than a simple reversal.",
                "category": "company",
                "datetime": 1789487993,
                "headline": "Ciena Rises 4% as Optics Selloff Unwinds; Coherent Edges Higher, Corning Holds Steady"
              },
              {
                "id": 142166022,
                "url": "https://finnhub.io/api/news?id=2d7a140b353599422167dcb285d60bd451efed5eb0eb31ffb8c43baf003dda6b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "SAN JOSE, Calif., September 15, 2026--Lumentum, a global leader in optical and photonic technology, today announced its speaker line-up at the 2026 European Conference on Optical Communications (ECOC) in Málaga, Spain. The event will be held from September 20 – 24 at the Trade Fair and Congress Center of Málaga. Visit Lumentum stand #2050.",
                "category": "company",
                "datetime": 1789477200,
                "headline": "Lumentum Experts to Share Insights at ECOC 2026"
              },
              {
                "id": 142152410,
                "url": "https://finnhub.io/api/news?id=17a981c991bbaae2d955e71a505e6d4f6ff6d05569cb371cc86956212248ba4b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "LITEON, a tokenized financial product tied to Lumentum Holdings (NasdaqGS:LITE), has been launched to give investors economic exposure to the stock. The new token links blockchain infrastructure with the AI optics theme that surrounds Lumentum's role in data center hardware. LITEON is structured to track Lumentum's share performance and referenced AI data center drivers without altering Lumentum's underlying operations or cash flows. The launch also highlights market interest in Lumentum's...",
                "category": "company",
                "datetime": 1789446612,
                "headline": "What Does Lumentum Holdings (LITE) Mean For Investors After The LITEON Token Launch?"
              },
              {
                "id": 142139100,
                "url": "https://finnhub.io/api/news?id=12a7d152d69368274062f1295fd27d17ab50c5b0392ff5563a0679785b3bd09a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Shares of Corning Incorporated (NYSE:GLW) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes Corning the worst performer in the S&P 500 today, and it’s dragging a tight cluster of artificial intelligence (AI) optical connectivity peers sharply lower alongside it. Barron’s […]",
                "category": "company",
                "datetime": 1789408190,
                "headline": "Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%"
              },
              {
                "id": 142139224,
                "url": "https://finnhub.io/api/news?id=501e33cb9d26dc9c4ab9c145b7115f969d79048e162df2469a305aba5037fca9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Corning stock is the worst-performing S&P 500 stocks in the trading session and it isn’t just because of the AI-trade selloff.",
                "category": "company",
                "datetime": 1789401960,
                "headline": "Corning Stock Is Today’s Worst in the S&P 500. It’s Not Just the AI Selloff."
              },
              {
                "id": 142139128,
                "url": "https://finnhub.io/api/news?id=69084ee806dfc0fc9b5f7451ae3ee5ed787b865595ca8cfe7fe8d7198e4595ad",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Microsoft stock rises even as the AI trade gets hit hard after the company releases its AI model code of conduct.",
                "category": "company",
                "datetime": 1789400100,
                "headline": "Microsoft Is Setting Limits for Its AI Models. It Isn’t Slowing Development."
              },
              {
                "id": 142138086,
                "url": "https://finnhub.io/api/news?id=d8ce4841039a104c473c50219d664b7999e82c6e76b297ed0c769a4b3637f943",
                "image": "https://www.chartmill.com/images/uploads/CM_Gap_Stocks_Small_free_ad767b11cf.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Let's have a look at the S&P500 gap up and gap down stocks in today's session.",
                "category": "company",
                "datetime": 1789396501,
                "headline": "Gapping S&P500 stocks in Monday's session"
              },
              {
                "id": 142136647,
                "url": "https://finnhub.io/api/news?id=76c773023dd384750d773a9fe1b120bea7e2a515a5497932b9412c5f4e482e15",
                "image": "https://www.chartmill.com/images/uploads/CM_Premarket_Movers_Small_free_90289f6b81.webp",
                "source": "ChartMill",
                "related": "LITE",
                "summary": "Wondering what's happening in today's pre-market session? Stay tuned for the latest updates on S&P500 stock movements.",
                "category": "company",
                "datetime": 1789389300,
                "headline": "These S&P500 stocks are moving in today's pre-market session"
              },
              {
                "id": 142136471,
                "url": "https://finnhub.io/api/news?id=4c4170a32f936032a724a863414162ec99600eb76966ff22f9d2ff41c2b9a982",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.",
                "category": "company",
                "datetime": 1789388700,
                "headline": "HPE Stock Is Downgraded After Rising 159% This Year. Why?"
              },
              {
                "id": 142138397,
                "url": "https://finnhub.io/api/news?id=ddfce0d2d1c906e5c0696c7a3564a1c5c678d1f96359fdac18c9469bc8b4a21e",
                "image": "",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "",
                "category": "company",
                "datetime": 1789383996,
                "headline": "Forget An AI Slowdown, I'm Worried About A Double Hawk Instead"
              },
              {
                "id": 142114017,
                "url": "https://finnhub.io/api/news?id=d0dfc23edaf44c10aa5611594e1c0fb12a2acdbdb071954716c7d653ceb29084",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Networking hardware firm Ciena Corporation (NYSE:CIEN)’s shares are up by more than 150% over the past year. As is the case with other networking equipment providers, the firm is also benefiting from the AI buildout. Cramer discussed Ciena Corporation (NYSE:CIEN) in his morning appearance on September 3rd and commented on the impact of the recent […]",
                "category": "company",
                "datetime": 1789210679,
                "headline": "Jim Cramer Might Come Back To This AI Stock Later"
              },
              {
                "id": 142088275,
                "url": "https://finnhub.io/api/news?id=6f397b3db6f9dda43c674af0d70bf772e0f7d5881576cdfb076d056262c132f5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena's 15.2% weekly slide contrasts with surging earnings and AI demand as supply, concentration and valuation risks put execution in focus.",
                "category": "company",
                "datetime": 1789143180,
                "headline": "CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply Risks"
              },
              {
                "id": 142088276,
                "url": "https://finnhub.io/api/news?id=b8cb323bdd4bb33c576ceb24ac7a1b1902060c9f718b20b57250d0d4b8ab34a0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Ciena targets at least 30% fiscal 2027 revenue growth as AI networking demand builds, with backlog topping $10B expected despite supply constraints.",
                "category": "company",
                "datetime": 1789143120,
                "headline": "Ciena's 2027 Growth Guide Raises the Stakes for AI Optical Demand"
              },
              {
                "id": 142087234,
                "url": "https://finnhub.io/api/news?id=b7c764fc67cd4624676c7f2e4457c20da10a97432d4014f73674257ba317fdad",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "LITE",
                "summary": "Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.",
                "category": "company",
                "datetime": 1789137540,
                "headline": "AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?"
              },
              {
                "id": 142078508,
                "url": "https://finnhub.io/api/news?id=5d91ec0686dd550a6b5e94c5416cfa918c145c42bb555c5bb3734ead4cc7e9d8",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2279043061/image_2279043061.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "The market crushed great fundamental stocks; I still own them and am buying. Discover why Steve Cress hasn’t given up on his top 10 stocks for H2 2026.",
                "category": "company",
                "datetime": 1789102800,
                "headline": "I Own 9 Of The Top 10 Stocks For H2 2026: Why I'm Staying The Course"
              },
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                "id": 142078194,
                "url": "https://finnhub.io/api/news?id=9ce3696c7d7c4b9e6956f65a9c0c862360daf626afa67ef80e136b43a01a0dfb",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336661/image_1679336661.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "LITE",
                "summary": "Lumentum's optical division is well-positioned as data centers shift from copper to fiber optic, boosting transceiver demand. Learn why LITE stock is a buy.",
                "category": "company",
                "datetime": 1789102233,
                "headline": "Lumentum: Why 2027 Will Be A Game Changer"
              }
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