Lumentum is likely to see its shares rise thanks to the high-speed networking equipment, 3D sensors and industrial lasers it makes for AI data centers.
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The bank initiated the company, which produces cables and chips to connect powerful AI computers, at a buy rating.
Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue,…
JPMorgan analyst Doug Anmuth believes that the AI theme will continue to "drive continued outperformance in Quality Growth,…
JPMorgan analyst Harlan Sur said that Nvidia's development of physical AI "could potentially drive the next leg of revenue…
The rise of artificial intelligence is driving strong demand for the company's fiber and connectivity products used inside data…
JPMorgan sees shares rising 69% from here.
