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Market Alert: Optical Communication Stocks Slide, Lumentum Drops Over 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119178038","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119178038?lang=en_us&edition=fundamental","pubTime":"2026-09-01 23:05","pubTimestamp":1788275121,"startTime":"0","endTime":"0","summary":"On Tuesday, shares of optical communication companies experienced a broad decline, with Lumentum Holdings Inc. falling more than 5%, while Credo Technology slipped nearly 5%. 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Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. 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Bank Initiates Lumentum Holdings at Buy With $1,200 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2664855375","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664855375?lang=en_us&edition=fundamental","pubTime":"2026-09-01 19:15","pubTimestamp":1788261330,"startTime":"0","endTime":"0","summary":"Lumentum Holdings (LITE) has an average rating of buy and mean price target of $1,142.92, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from 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(AXTI) Pulls Back After A Strong Run, Is The Stock Still Cheap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664832308","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664832308?lang=en_us&edition=fundamental","pubTime":"2026-09-01 15:26","pubTimestamp":1788247593,"startTime":"0","endTime":"0","summary":"AXT (AXTI) draws fresh attention after recent share price moves, with the stock last closing at US$60.61. Investors are weighing this level against the company’s fundamentals and recent return profile.\nOver the past year AXT has delivered very large total shareholder returns, with the 1-year total shareholder return more than 10 times higher, even though the share price return over the last 90 days is down 43.2% and recent 7-day trading also shows weaker momentum.\nCompare AXT's sharp moves...","market":"hk","thumbnail":"https://images.simplywall.st/asset/industry/8211000-choice1-main-header/1585186899663","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8211000-choice1-main-header/1585186899663"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-axti/axt/news/axt-axti-pulls-back-after-a-strong-run-is-the-stock-still-ch","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-axti/axt/news/axt-axti-pulls-back-after-a-strong-run-is-the-stock-still-ch","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["AXTQ","LAZR","CDIG","AXTL","PTF","AXTI","AXTX","LUMA","AXTC","FCUS","XITK","BK4147","AXTU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664958883","title":"Lumentum initiated with a Buy at Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2664958883","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664958883?lang=en_us&edition=fundamental","pubTime":"2026-09-01 04:35","pubTimestamp":1788208519,"startTime":"0","endTime":"0","summary":"Deutsche Bank analyst Gianmarco Conti initiated coverage of Lumentum (LITE) with a Buy rating and $1,200 price target Lumentum “wins under every ar...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/lumentum-initiated-with-a-buy-at-deutsche-bank-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/lumentum-initiated-with-a-buy-at-deutsche-bank-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LAZR","BK4020","EGGY","LU0289739343.SGD","LITX","LU2290526834.HKD","FOTO","LU2294711713.HKD","LU0205194284.USD","LU2249611893.SGD","LU2506951792.HKD","LU2360107168.USD","LU0289961442.SGD","LU1861215975.USD","LU0205193047.USD","LITG","LU0240878834.USD","LU0348723411.USD","LITZ","LITU","LU0823414551.USD","LU1861220033.SGD","LU2357125470.USD","LU0012050646.USD","LU2543165471.USD","LUMA","BK4588","LU0511384066.AUD","LU0240877869.USD","LU0106261612.USD","LITC","LU0823414478.USD","BK4585","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664128883","title":"Teradyne Stock And 2 AI Infrastructure Names Worth Watching As Yields Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2664128883","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664128883?lang=en_us&edition=fundamental","pubTime":"2026-09-01 02:22","pubTimestamp":1788200526,"startTime":"0","endTime":"0","summary":"Tech and AI related stocks have been in the spotlight after a strong August, with major U.S. indexes on track for monthly gains and the S&P 500 tech sector up around 6%. At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. 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Infrastructure Stocks Backed By Real Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=2663013968","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663013968?lang=en_us&edition=fundamental","pubTime":"2026-08-29 03:30","pubTimestamp":1787945456,"startTime":"0","endTime":"0","summary":"With Europe-wide inflation concerns pushing expectations for more ECB rate hikes, funding costs for large tech projects are in sharper focus. That makes the AI infrastructure story especially interesting today. Investors are paying closer attention to companies that already turn AI demand into cash flow, not just headlines. This article highlights three AI infrastructure stocks from our screener that align with that theme and may merit closer examination.\nThe three stocks highlighted below...","market":"nz","thumbnail":"https://images.simplywall.st/asset/industry/8132000-choice2-main-header/1585186832476","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8132000-choice2-main-header/1585186832476"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/ca/tech/tsx-cls/celestica-shares/news/ai-infrastructure-stocks-backed-by-real-cash-flow","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/ca/tech/tsx-cls/celestica-shares/news/ai-infrastructure-stocks-backed-by-real-cash-flow","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["BK4585","LU0511384066.AUD","LU0240877869.USD","LITZ","BK4020","IE00B894F039.SGD","LU2764263203.CNY","LU2125909916.SGD","LU2543165471.USD","IE00BN0W2T93.GBP","VRTL","LU0348723411.USD","IE00BMPRXR70.SGD","LU1620156130.USD","LU2360107168.USD","BK4588","IE00B19Z9Z06.USD","LUMA","FOTO","IE00B19Z9P08.USD","LU0823414551.USD","IE00BN0W2W23.USD","LU2048586759.USD","LU0012050646.USD","LU0205193047.USD","LU1861220033.SGD","LU1923622614.USD","LU2290526834.HKD","LU1165135440.EUR","LU2764262908.HKD","LU1923622291.USD","LU1988902786.USD","LU2413665964.HKD","IE00BMPRXQ63.HKD","LITE","IE00BMPRXN33.USD","LU1596574779.USD","LU2125909247.SGD","LITG","LU0353189763.USD","LU2294711713.HKD","LU0205194284.USD","LU2764263039.SGD","VRC","LITU","BK4096","LU0289739343.SGD","LU2506951792.HKD","IE0001KFT4U8.USD","LU0353189680.USD","LU2264538146.SGD","LU0106261612.USD","LU0240878834.USD","EGGY","LU1620156213.USD","LU1093756168.USD","LAZR","LU2357125470.USD","BK4543","LU2125909759.SGD","LU1721427968.SGD","LU2087625088.SGD","LU0823414478.USD","IE00BN0W2V16.EUR","IE00BZ9MQY76.HKD","LU2125909593.SGD","LU2720916845.USD","LITX","LU0289961442.SGD","LU1064131342.USD","LU1543694498.USD","EPAI","LU2065731478.USD","LU1861215975.USD","LU2413666004.HKD","VRT","LU2433249047.HKD","LITC","LU2249611893.SGD","LU1093756325.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}