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BullishMEDIUM severityTech & AI13d ago

Lumentum sees sales more than double as AI demand swells

Reported by MarketWatch · marketwatch.com · August 11, 2026

Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours.

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What the tape says

What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.

Market reaction today: $LITE -4.22%

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