$LITE

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.

Tower Semiconductor rallied 31.5% this week after announcing AI networking partnership and new power management tech, riding silicon photonics momentum.

S&P 500 slides to November lows as crude oil tops $100/barrel following Iranian strikes on Gulf infrastructure, reigniting stagflation concerns amid Fed hawkishness.

Optical fiber infrastructure providers like Lumentum and Nokia capitalize on AI's bandwidth demands, with Lumentum posting 65.5% YoY growth.

Ardsley Advisory Partners sells 440,000 Hut 8 shares (55% stake) worth $19.4M in Q4 2025, citing concerns over 26x price-to-sales valuation despite strong growth.

Nvidia posts $216B revenue with 65% growth amid AI boom, but stock trades at cheapest valuation since ChatGPT, as diversification into PCs, analytics, and edge computing proceeds.

Nvidia commits $36B to AI partners in 30 days, including $30B to OpenAI, strategically controlling the entire AI infrastructure ecosystem around its dominant chips.

S&P 500 adds AI infrastructure companies Vertiv and Lumentum while removing Match Group and Paycom effective March 23, 2026, signaling market shift toward cloud and AI enablement.

U.S. optical interconnect market projected to reach $67.14B by 2035 with 13.86-14.14% CAGR, driven by data center and AI expansion.

Large-cap stocks plunged week of March 2-6 as Lumentum, Corning, and MongoDB led declines amid earnings misses, geopolitical tensions, and AI spending concerns.

Nvidia's partnerships with Coherent and Lumentum boosted those stocks 14-15%, while smaller optics firms nLIGHT and Applied Optoelectronics surged 20-21% on acquisition speculation.

Nvidia invests $2B in optical components maker Lumentum with multibillion-dollar purchase commitment, strengthening AI data center supply chain.

Optical networking stocks surge as cloud providers boost AI data center investments. Ciena and Lumentum gain on strong demand for high-speed equipment.