MarketPulse

Lumentum

2 articles
Investing.comInvesting.com··Leo Miller

AI Infrastructure Stocks Surge Into S&P 500 as Data Center Boom Accelerates

Three AI infrastructure stocks—Lumentum, Coherent, and Vertiv—joined the S&P 500 on March 23, 2026, reflecting data center buildout demand and NVIDIA's $2B strategic investments.
NVDAVRTLITECOHRSATSAI stocksdata center infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Darlings Eclipse Micron in 2026: Lumentum and Western Digital Lead the Charge

Lumentum and Western Digital outperform Micron in 2026 with 90% and 77% gains, driven by supply constraints in optical interconnects and HDD storage for AI data centers.
MUWDCLITEdata centersearnings growth