#lumentum Tech News.
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Lumentum stock has soared 1034%, driven by artificial intelligence infrastructure demand. Revenue growth is accelerating, and Wall Street sees further upside. Investors face the question of whether the company can grow fast enough to justify the rally.
Applied Optoelectronics jumped 7%, Lumentum climbed 5%, and Coherent rose 2% as optical-networking stocks rallied on AI datacenter demand. AAOI is up 416% year to date, LITE gained 139%, and COHR climbed 101%. NVDA invested $2 billion in COHR, deepening a laser and optical networking partnership.
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