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Lumentum Holdings

Featured in 5 tracked stories · first seen 2 months ago

Situations

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SanDisk AI rally continues amid index inclusion and risks

48 clusters · 97 sources · last updated about 12 hours ago

Latest: Sandisk reports record revenue driven by AI demand

SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Following its February 2025 separation from Western Digital, the company has become a top performer in the S&P 500. In Sep

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Marvell in advanced talks to acquire Lumentum

9 clusters · 31 sources · last updated 1 day ago

Latest: Marvell in advanced talks to acquire Lumentum

Lumentum Holdings continues to face significant supply constraints as demand for AI-driven optical connectivity outpaces production capacity. CEO Michael Hurlston has stated that some optical component capacity is effect