Lumentum Stock, AAOI Drive Telecom-Fiber Optics Group Rebound

Blockhead11-11

Boosted by earnings reports from Lumentum Holdings (LITE) and Applied Optoelectronics (AAOI), IBD's Telecom-Fiber Optics group has climbed to No. 3 out of 197 industry groups tracked. Lumentum stock ...

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Lumentum stock ...</p>\n\n<a href=\"https://www.investors.com/news/technology/lumentum-stock-aaoi-stock-ai-stocks-fiber-optics/\">Source Link</a>\n\n</div>\n","source":"investor_business_daily_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lumentum Stock, AAOI Drive Telecom-Fiber Optics Group Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLumentum Stock, AAOI Drive Telecom-Fiber Optics Group Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 01:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/lumentum-stock-aaoi-stock-ai-stocks-fiber-optics/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Boosted by earnings reports from Lumentum Holdings (LITE) and Applied Optoelectronics (AAOI), IBD's Telecom-Fiber Optics group has climbed to No. 3 out of 197 industry groups tracked. Lumentum stock ...</p>\n\n<a href=\"https://www.investors.com/news/technology/lumentum-stock-aaoi-stock-ai-stocks-fiber-optics/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.investors.com/news/technology/lumentum-stock-aaoi-stock-ai-stocks-fiber-optics/","article_id":"2482294574","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2020/05/Stock-Lumentum-03-shutt-150x150.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482294574","pubTimestamp":1731261064,"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"Boosted by Lumentum and Applied Optoelectronics earnings reports, IBD's Telecom-Fiber Optics group has climbed to No. 3 out of 197 industries tracked.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","ORCL":"甲骨文","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","INFN":"英飞朗","LU0109392836.USD":"富兰克林科技股A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","CSCO":"思科","BK4560":"网络安全概念","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","AAOI":"Applied Optoelectronics Inc.","MSFT":"微软","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1046421795.USD":"富达环球科技A-ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LITE":"Lumentum Holdings Inc.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4528":"SaaS概念","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","AMZN":"亚马逊","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4525":"远程办公概念","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4524":"宅经济概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","CIEN":"Ciena科技","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0056508442.USD":"贝莱德世界科技基金A2","VIAV":"Viavi Solutions Inc.","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC"},"translate_title":"Lumentum股票、AAOI推动电信光纤集团反弹","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"VIAV":1,"ORCL":1,"MSFT":1,"LITE":1,"INFN":1,"CSCO":1,"CIEN":1,"AAOI":1,"AMZN":1},"content_text":"Boosted by earnings reports from Lumentum Holdings (LITE) and Applied Optoelectronics (AAOI), IBD's Telecom-Fiber Optics group has climbed to No. 3 out of 197 industry groups tracked. Lumentum stock has jumped 60% in 2024 while AAOI stock has gained 43% as analysts focus on new artificial intelligence infrastructure being deployed at internet data centers.\nCiena (CIEN), Infinera (INFN) and Viavi Solutions (VIAV) also belong to the Telecom-Fiber Optics group, which has underperformed since 2022 amid weak demand from telecom customers.\n\n\n\n↑\nX\n\n\n\n\nHow This Cybersecurity Leader Plans To Combat The Growing Threat Of AI Computer Attacks\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nHow This Cybersecurity Leader Plans To Combat The Growing Threat Of AI Computer Attacks\n\n\n\n\nBut internet giants and cloud computing service providers are adding clusters of AI computer servers in data centers that require faster optical communications.\nLumentum and Applied Opto both reported Thursday night.\nLumentum Stock Jumps\nFor the current quarter ending in December, Lumentum forecast revenue of $390 million vs. consensus of $356 million. The company said it expects adjusted profit of 35 cents at the mid-point of guidance, topping estimates of 28 cent profit.\n\"It's apparent the company is seeing a significant degree of operating leverage,\" said Jefferies analyst George Notter in a report.\nHe added: \"The company disclosed a transceiver win with another major cloud provider – bringing their total to three major hyperscalers.\"\nIn fiscal Q1, Lumentum adjusted profit fell 25% to 18 cents while revenue rose 6% to $337 million, snapping a six-quarter skid of falling sales growth.\nLumentum stock jumped 13.9% to 83.85 on Friday, up 28.3% for the week to a two-year high\n\nFurther, Lumentum has been a consolidator in the fiber-optic components industry. It acquired NeoPhotonics and Oclaro.\nAlso, Lumentum sells Apple (AAPL) optical components built into iPhones. Apple is among AI stocks to watch.\nAAOI Stock Pops\nMeanwhile, AAOI stock skyrocketed 55.1% to 27.76 on Friday, capping a near-65% weekly spike to a six-year high.\nApplied Optoelectronics reported a Q3 loss of 21 cents a share, widening from a 5-cent loss a year earlier.  Analysts had estimated a loss of 17 cents per share. Revenue grew 4% to $65.2 million, topping views of $62.6 million.\nThe company forecast December quarter of $99 million at the midpoint of guidance, slightly above estimates.\n\"Key (AAOI) customers include Microsoft (MSFT), Amazon.com (AMZN) and Oracle (ORCL)in datacenter,\" said Simon Leopold, a Raymond James analyst in a report.\n\"The Microsoft project and new 400G single-mode awards at two hyperscalers are boosting data center growth in fiscal Q4. The Microsoft project is ramping more slowly, but the 400G ramp from new cloud customers (Amazon and Oracle) are making up for it, and AAOI expects a significant 800G ramp in 2025.\"\nMeanwhile, Hannover, Md.-based Ciena reports earnings in early December. Ciena competes against Infinera and Cisco Systems (CSCO). Cisco, which is in the Computer-Networking group, reports Q3 earnings Wednesday.\nAlso, Infinera stock has climbed 40% in 2024 while Ciena stock has jumped 60%. Viavi stock is up 4.6%.\nFollow Reinhardt Krause on Twitter @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.\nYOU MAY ALSO LIKE:\nLearn The Best Trading Rules At Investor's Corner\nWant To Trade Options? 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