Lumentum Holdings, Inc. LITE

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.

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.

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...

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.

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.

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?

These three stocks offer three different ways to participate in the AI infrastructure buildout.

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,...

With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030.

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.

AI infrastructure demand continues to strengthen the optical networking growth story, according to Josh Brown.

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.

The U.S. can speed-run its AI data center boom or it can secure supply chains, but it "can't have it both ways."