Lumentum reaffirmed its projection to achieve $500 million in quarterly revenue by the end of calendar 2025, driven by AI and cloud market dynamics.

Optics and photonics giant Lumentum is to get a new boss this week, after the Silicon Valley company appointed Michael Hurlston to succeed retiring CEO Alan Lowe.

The optical transceiver, shipments projected to grow by 56.5% in 2025; data center interconnectivity set to benefit from ...

Coherent (NASDAQ:COHR), Credo Technologies (NASDAQ:CRDO), and Lumentum Holdings (NASDAQ:LITE) were all up 3% or more on the news. The first 1-million-square foot data center is already under ...

Optical transceivers based on advanced technologies like Coherent Optical Technology and DWDM (Dense Wavelength Division Multiplexing) enable long-distance, high-capacity communication while ...

Photonics-AI connection While there remains some skepticism about the DeepSeek technology, the slumping valuations reflect ...

In a report released today, Meta Marshall from Morgan Stanley maintained a Hold rating on Coherent Corp (COHR – Research Report), with a price ...

Arista Networks, known for its cloud networking solutions, has been a key supplier to tech giants like Microsoft, which positions the company favorably in the wake of the 'Stargate' AI project news.

JPMorgan maintains Ciena as its third-ranked pick among optical companies, behind Coherent (NYSE:COHR) and Lumentum.