Oleblue
2週前
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
May 21, 2026
Beth Kindig
Lead Tech Analyst
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43%—its best monthly return since April 2020, when the market rebounded from COVID-era lows. The Nasdaq-100 achieved the same feat, rising over 15%.
Against this backdrop, I/O Fund performed exceptionally well, as we owned 4 of the market’s 10 best-performing large caps in April. This includes the market’s top large cap gainer, Bloom Energy, which soared 112.81%. In February, my firm called out Bloom as our Top AI Stock Pick for 2026.
Adding to AI energy's strong performance was networking stocks, a subsector that most investors shy away from due to the complexity of the products, in addition to the supply chain moving lightning fast with immense volatility in both directions. The reason networking sees immense volatility is straightforward: much of the market is tied to a single customer, Nvidia; and Nvidia is rolling out new architectural iterations at an unusually fast pace these days.
AI networking stock Lumentum is among the key I/O Fund winners in 2026. We allocated heavily to LITE in January—a month before Nvidia backed the company. While most investors couldn’t stomach taking a stake in this stock that soared 339% in 2025, I/O Fund built a 9% position that has since paid off in spades. Overall, in just five brief months, our Lumentum position delivered a return of 135.4%, or 6.8X higher than Nvidia’s 19.9% return since the end of January.
For investors new to this name, Lumentum recently received significant validation from the world’s most valuable company—Nvidia—with the dominant force in AI infrastructure investing $2 billion in LITE. However, the importance of this goes far beyond the investment itself. The real story is Lumentum’s central position in Nvidia’s multi-year networking roadmap, and the broader AI market, which is affording Lumentum the opportunity to grow its business several times over.
Below, we break down the key dynamics currently benefiting Lumentum, the structural factors supporting continued margin and EPS growth, and our perspective on the key question: “Is it too late?”
CONTINUED:
https://io-fund.com/ai-stocks/ai-networking-stock-vs-nvidia-7x-returns
Weekly Chart
https://schrts.co/EfXqpnRj
US Market News
2月前
Lumentum to Announce Fiscal Third Quarter 2026 Financial Results on May 5, 2026April 6, 2026 8:30 AM
Business Wire
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal third quarter 2026 financial results on Tuesday, May 5, 2026, after the market closes.
Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link.
The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call and earnings release will be posted under the "Events" section.
About Lumentum
Lumentum (NASDAQ: LITE) is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on decades of photonics innovation, Lumentum delivers high-performance lasers, modules, and optical subsystems that enable scalable, energy-efficient data center connectivity, advanced telecom networks, industrial manufacturing, and sensing applications. Headquartered in San Jose, California, the company operates R&D, manufacturing, and sales facilities worldwide. Learn more at www.lumentum.com.
Category: Financial
View source version on businesswire.com: https://www.businesswire.com/news/home/20260406583395/en/
Investors: Kathy Ta, +1.408.750.3853; investor.relations@lumentum.com
Media: Victoria McDonald, +1.408.404.0636; media@lumentum.com
Original: Lumentum to Announce Fiscal Third Quarter 2026 Financial Results on May 5, 2026
iHub News
2月前
Lumentum to launch North Carolina plant producing lasers for AI data centersMarch 26, 2026 10:05 AM
IH Market News
Lumentum Holdings Inc. (NASDAQ:LITE) said it plans to open a manufacturing facility in Greensboro, North Carolina, focused on producing indium phosphide-based optical components used in artificial intelligence data centers.The company has acquired a 240,000-square-foot site from semiconductor firm Qorvo. The facility is already operational and will be upgraded to manufacture continuous-wave and ultra-high-power lasers using 6-inch indium phosphide (InP) wafers. Production at the site is expected to begin scaling up in mid-2028.NVIDIA is expected to be among the customers supplied by the facility under previously announced strategic agreements with Lumentum. As part of the transaction, a portion of the experienced workforce from the previous operation will transition to the new facility.Lumentum said it intends to invest several hundred million dollars over the coming years to expand manufacturing capacity at the site. The company expects the project to retain and create more than 400 manufacturing positions, including roles in fabrication process engineering, production technicians, operations, supply chain management and quality assurance.“Our customers are building the infrastructure that will define the next era of computing,” said Michael Hurlston, Chief Executive Officer of Lumentum. “Adding this new InP manufacturing facility significantly expands our capacity, deepens our strategic partnerships, and ensures we can deliver the performance, reliability, and scale required for the AI revolution.”The new plant will strengthen Lumentum’s U.S.-based manufacturing footprint for optical components used in cloud computing and AI network infrastructure. The project is being supported by state and local economic development initiatives.Lumentum, headquartered in San Jose, California, develops optical and photonic technologies used in data center connectivity, telecommunications networks and industrial markets, with research, production and sales operations located around the world.Lumentum stock price
Original: Lumentum to launch North Carolina plant producing lasers for AI data centers
iHub News
3月前
Marvell and Lumentum to showcase optical circuit switching for AI data centers at OFC 2026March 16, 2026 11:29 AM
IH Market News
Marvell Technology (NASDAQ:MRVL) and Lumentum Holdings (NASDAQ:LITE) said they will present a live demonstration of integrated optical networking technologies designed for next-generation artificial intelligence infrastructure at the OFC 2026 conference in Los Angeles.The demonstration will feature Marvell optical connectivity solutions working alongside Lumentum’s optical circuit switching (OCS) platform in a rack-level system. The joint setup will be displayed at Marvell’s booth during the event, scheduled for March 17–19 at the Los Angeles Convention Center.The companies said the technology is aimed at addressing rapidly rising data traffic driven by large-scale AI workloads. As data centers expand to support increasingly complex AI models, operators are seeking networking architectures capable of delivering higher bandwidth, lower latency and improved power efficiency.Optical circuit switching enables direct optical connections between endpoints, allowing large AI clusters to move data more quickly while reducing power consumption. The approach also avoids intermediate packet processing and optical-electrical-optical conversions common in traditional network designs.The demonstration will combine several Marvell products—including its Aquila 1.6T coherent-lite DSPs, Ara 1.6T PAM4 optical DSPs and the COLORZ 800 ZR/ZR+ data-center interconnect module—with Lumentum’s R300 optical circuit switch. According to the companies, the setup is designed to create high-bandwidth optical paths that can dynamically adapt to changing AI workloads while improving network efficiency.The system will also incorporate Marvell’s RELIANT platform, which provides telemetry, analytics and automation tools intended to improve monitoring and optimization of connectivity infrastructure.“AI is redefining every layer of the data center stack, and connectivity is at the center of that transformation,” said Xi Wang, senior vice president and general manager of the Connectivity Business Unit at Marvell. “By demonstrating Marvell optical connectivity solutions interoperating with Lumentum’s OCS platform, we’re showcasing how tomorrow’s AI networks can achieve massive gains while delivering breakthrough gains in performance, power efficiency and architectural agility.”“AI scaling is pushing conventional packet-based networks beyond their practical limits,” said Peter Roorda, general manager of Switching at Lumentum. “The R300 optical circuit switch delivers large-port-count, software-controlled optical connectivity that enables predictable low-latency paths while reducing the power overhead associated with traditional switching layers. Our demonstration with Marvell illustrates how circuit switching and advanced DSP technologies can be combined to build scalable, high-performance AI fabrics.”
About Marvell
Marvell develops semiconductor technologies for data infrastructure used across enterprise, cloud and telecommunications networks. The company focuses on solutions that enable the movement, storage, processing and security of data, working closely with major technology firms to support next-generation digital infrastructure.
About Lumentum
Lumentum specializes in optical and photonic technologies used in communications networks, cloud computing systems and AI infrastructure. The company produces lasers, optical modules and related components designed to support high-speed data transmission and scalable connectivity in modern data centers and telecommunications systems. Headquartered in San Jose, California, Lumentum operates research, manufacturing and sales facilities globally.Marvell Technology stock priceLumentum stock price
Original: Marvell and Lumentum to showcase optical circuit switching for AI data centers at OFC 2026
US Market News
3月前
Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600March 6, 2026 6:39 PM
PR Newswire (US)
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices:
NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE: ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on Monday, March 23, as part of the quarterly rebalance. The changes ensure that each index is more representative of its market–capitalization range. The companies being removed from the S&P SmallCap 600 are no longer representative of the small–cap market space.Following is a summary of the changes that will take place prior to the open of trading on the effective date:Effective
DateIndex Name ActionCompany NameTickerGICS SectorMar 13, 2026S&P SmallCap 600AdditionNAPCO Security Technologies NSSC Information Technology Mar 13, 2026S&P SmallCap 600DeletionAlexander & Baldwin ALEX Real EstateMar 23, 2026S&P 100AdditionMicron TechnologyMU Information Technology Mar 23, 2026S&P 100AdditionLam ResearchLRCX Information Technology Mar 23, 2026S&P 100AdditionApplied MaterialsAMAT Information Technology Mar 23, 2026S&P 100AdditionGE VernovaGEV Industrials Mar 23, 2026S&P 100DeletionPayPal HoldingsPYPL Financials Mar 23, 2026S&P 100DeletionAmerican Intl GroupAIG Financials Mar 23, 2026S&P 100DeletionMetlifeMET Financials Mar 23, 2026S&P 100DeletionTargetTGT Consumer Staples Mar 23, 2026S&P 500AdditionVertiv HoldingsVRTIndustrialsMar 23, 2026S&P 500AdditionLumentum Holdings LITEInformation TechnologyMar 23, 2026S&P 500AdditionCoherentCOHRInformation TechnologyMar 23, 2026S&P 500AdditionEchoStarSATSCommunication ServicesMar 23, 2026S&P 500DeletionMatch Group MTCHCommunication ServicesMar 23, 2026S&P 500DeletionMolina HealthcareMOHHealth CareMar 23, 2026S&P 500DeletionLamb Weston Holdings LWConsumer StaplesMar 23, 2026S&P 500DeletionPaycom Software PAYCIndustrialsMar 23, 2026S&P MidCap 400AdditionSolstice Advanced Materials SOLSMaterialsMar 23, 2026S&P MidCap 400AdditionSiTime SITMInformation TechnologyMar 23, 2026S&P MidCap 400AdditionMoog MOG.AIndustrialsMar 23, 2026S&P MidCap 400AdditionInterDigital IDCCInformation TechnologyMar 23, 2026S&P MidCap 400AdditionVicor VICRIndustrialsMar 23, 2026S&P MidCap 400AdditionCareTrust REIT CTREReal EstateMar 23, 2026S&P MidCap 400DeletionLumentum Holdings LITEInformation TechnologyMar 23, 2026S&P MidCap 400DeletionCoherent COHRInformation TechnologyMar 23, 2026S&P MidCap 400DeletionEchoStar SATSCommunication ServicesMar 23, 2026S&P MidCap 400DeletionZoomInfo Technologies GTMCommunication ServicesMar 23, 2026S&P MidCap 400DeletionASGN ASGNInformation TechnologyMar 23, 2026S&P MidCap 400DeletionKemper KMPRFinancialsMar 23, 2026S&P SmallCap 600AdditionMatch Group MTCHCommunication ServicesMar 23, 2026S&P SmallCap 600AdditionMolina HealthcareMOHHealth CareMar 23, 2026S&P SmallCap 600AdditionLamb Weston Holdings LWConsumer StaplesMar 23, 2026S&P SmallCap 600AdditionPaycom Software PAYCIndustrialsMar 23, 2026S&P SmallCap 600AdditionVSE VSECIndustrialsMar 23, 2026S&P SmallCap 600AdditionArgan AGXIndustrialsMar 23, 2026S&P SmallCap 600AdditionRithm Capital RITMFinancialsMar 23, 2026S&P SmallCap 600AdditionLyft LYFTIndustrialsMar 23, 2026S&P SmallCap 600AdditionLaureate Education LAURConsumer DiscretionaryMar 23, 2026S&P SmallCap 600AdditionLife Time Group Holdings LTHConsumer DiscretionaryMar 23, 2026S&P SmallCap 600AdditionLife360 LIFInformation TechnologyMar 23, 2026S&P SmallCap 600AdditionSphere EntertainmentSPHRCommunication ServicesMar 23, 2026S&P SmallCap 600AdditionZoomInfo Technologies GTMCommunication ServicesMar 23, 2026S&P SmallCap 600AdditionASGNASGNInformation TechnologyMar 23, 2026S&P SmallCap 600AdditionKemper KMPRFinancialsMar 23, 2026S&P SmallCap 600DeletionSolstice Advanced Materials SOLSMaterialsMar 23, 2026S&P SmallCap 600DeletionSiTimeSITMInformation TechnologyMar 23, 2026S&P SmallCap 600DeletionMoog MOG.AIndustrialsMar 23, 2026S&P SmallCap 600DeletionInterDigital IDCCInformation TechnologyMar 23, 2026S&P SmallCap 600DeletionVicor CorpVICRIndustrialsMar 23, 2026S&P SmallCap 600DeletionCareTrust REIT CTREReal EstateMar 23, 2026S&P SmallCap 600DeletionDave & Buster's Entertainment PLAYConsumer DiscretionaryMar 23, 2026S&P SmallCap 600DeletionSunCoke Energy SXCMaterialsMar 23, 2026S&P SmallCap 600DeletionAH Realty Trust AHRTReal EstateMar 23, 2026S&P SmallCap 600DeletionSummit Hotel Properties INNReal EstateMar 23, 2026S&P SmallCap 600DeletionKKR Real Estate Finance Trust KREFFinancialsMar 23, 2026S&P SmallCap 600DeletionBloomin' Brands BLMNConsumer DiscretionaryMar 23, 2026S&P SmallCap 600DeletionMyriad Genetics MYGNHealth CareMar 23, 2026S&P SmallCap 600DeletionCars.com CARSCommunication ServicesMar 23, 2026S&P SmallCap 600DeletionANGI ANGICommunication ServicesABOUT S&P DOW JONES INDICESS&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spglobal.com/spdji/en/.FOR MORE INFORMATION:S&P Dow Jones Indices
index_services@spglobal.comMedia Inquiries
spdji.comms@spglobal.com
View original content:https://www.prnewswire.com/news-releases/vertiv-holdings-lumentum-holdings-coherent-and-echostar-set-to-join-sp-500-others-to-join-sp-100-sp-midcap-400-and-sp-smallcap-600-302707297.htmlSOURCE S&P Dow Jones Indices
Original: Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
US Market News
4月前
Tradr Debuts Leveraged ETFs on Lumentum, Sandisk and Western DigitalJanuary 27, 2026 11:46 AM
PR Newswire (US)
Launch captures the secular renaissance of memory stalwarts SNDK and WDCNEW YORK, Jan. 27, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched three new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver twice (200%) the daily performance of a specific underlying stock. All three ETFs are first-to-market strategies.The following ETFs are expected to open for trading today:Tradr 2X Long LITE Daily ETF (Cboe: LITX) – Lumentum Holdings Inc. (Nasdaq: LITE)Tradr 2X Long SNDK Daily ETF (Cboe: SNXX) – tracks Sandisk Corp. (Nasdaq: SNDK)Tradr 2X Long WDC Daily ETF (Cboe: WDCX) – tracks Western Digital Inc. (Nasdaq: WDC)"Both Sandisk and Western Digital have experienced massive positive momentum since last summer," said Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs. "The renaissance of memory stocks has been one of the U.S. market's brightest yet surprising stories and we are excited to finally give traders high conviction tools to play this secular boom."Tradr's lineup of 62 leveraged ETFs represents $2 billion in assets under management. Tradr's strategies can be accessed through most brokerage platforms and allow investors to avoid the hassle of using margin and the complexity of options trading. The firm continues its mission of providing sophisticated investors with innovative trading tools that enhance their ability to express market views with precision and efficiency.For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.About Tradr ETFs
Tradr ETFs are designed for sophisticated investors and professional traders who are looking to express high conviction investment views. The strategies include leveraged and inverse ETFs that seek short or long exposure to actively traded stocks and ETFs.IMPORTANT RISK INFORMATIONTradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other ETFs. The Funds are intended to be used as short-term trading vehicles and pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund's return as much as, or more than, the return of the underlying security.Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.Leverage increases the risk of a total loss of an investor's investment, may increase the volatility of the Funds, and may magnify any differences between the performance of the Funds and their reference security. The Funds seek leveraged investment results for a specific period (daily, monthly or quarterly). The exact exposure of an investment in the Fund intra-period will depend upon the movement of the reference security from the end of the prior period until the time of investment by the investor.The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund's underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.ETFs involve risk including possible loss of the full principal value. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus. Past performance does not guarantee future results.ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Fund is contained in the Prospectus, which can be obtained by visiting www.tradretfs.com. The Prospectus should be read carefully before investing.Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000843
View original content to download multimedia:https://www.prnewswire.com/news-releases/tradr-debuts-leveraged-etfs-on-lumentum-sandisk-and-western-digital-302670663.htmlSOURCE Tradr ETFs
Original: Tradr Debuts Leveraged ETFs on Lumentum, Sandisk and Western Digital
US Market News
4月前
Tradr to Launch Leveraged ETFs on LITE, SNDK and WDCJanuary 26, 2026 6:20 PM
PR Newswire (US)
Three first-to-market single-stock leveraged ETFs seeking 200% long exposureNEW YORK, Jan. 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three new single stock leveraged ETFs on Tuesday, January 27. The funds will be listed on Cboe and all three represent first-to-market strategies. Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock.Expected Tradr launches:Tradr 2X Long LITE Daily ETF (Cboe: LITX) – Lumentum Holdings Inc. (Nasdaq: LITE)Tradr 2X Long SNDK Daily ETF (Cboe: SNXX) – tracks Sandisk Corp. (Nasdaq: SNDK)Tradr 2X Long WDC Daily ETF (Cboe: WDCX) – tracks Western Digital Inc. (Nasdaq: WDC)For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.About Tradr ETFs
Tradr ETFs are designed for sophisticated investors and professional traders who are looking to express high conviction investment views. The strategies include leveraged and inverse ETFs that seek short or long exposure to actively traded stocks and ETFs.IMPORTANT RISK INFORMATIONTradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other ETFs. The Funds are intended to be used as short-term trading vehicles and pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund's return as much as, or more than, the return of the underlying security.Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.Leverage increases the risk of a total loss of an investor's investment, may increase the volatility of the Funds, and may magnify any differences between the performance of the Funds and their reference security. The Funds seek leveraged investment results for a specific period (daily, monthly or quarterly). The exact exposure of an investment in the Fund intra-period will depend upon the movement of the reference security from the end of the prior period until the time of investment by the investor.The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund's underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.ETFs involve risk including possible loss of the full principal value. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus. Past performance does not guarantee future results.ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Fund is contained in the Prospectus, which can be obtained by visiting www.tradretfs.com. The Prospectus should be read carefully before investing.Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000841
View original content to download multimedia:https://www.prnewswire.com/news-releases/tradr-to-launch-leveraged-etfs-on-lite-sndk-and-wdc-302670270.htmlSOURCE Tradr ETFs
Original: Tradr to Launch Leveraged ETFs on LITE, SNDK and WDC