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Lumentum

All articles tagged with #lumentum

Mizuho and BofA Highlight Nvidia, Broadcom, and Lumentum as Top AI Chip Stocks for 2026

Originally Published 2 days ago — by Yahoo Finance

Mizuho Securities predicts strong AI-driven demand will boost semiconductor stocks in 2026, highlighting Nvidia, Broadcom, and Lumentum as top picks due to their roles in AI accelerators, optical networking, and advanced chips, while also noting potential growth in related sectors like wafer fabrication and memory, despite some sector weaknesses.

business business ai-chips broadcom business lumentum nvidia semiconductors

AI Stock Trends and Investment Opportunities in 2026

Originally Published 5 days ago — by Investor's Business Daily

AI stocks experienced volatility in early 2026, with Lumentum and Ciena gaining significantly due to data center investments, while Nvidia edged down after CES announcements. Investor concerns include high valuations, debt levels, and energy costs for AI infrastructure, amid a broader market reevaluation of AI's growth prospects.

business business ai-stocks business ciena data-center lumentum nvidia