Lumentum Holdings Inc. - Common Stock (LITE)

Everyone knows AI needs powerful chips. But what if the next big AI opportunity is actually the technology helping all of those systems communicate with each other?

Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next one is forming.

Optical components are in high demand due to their mission-critical role in AI data centers, which explains why Lumentum Holdings' shares have shot up remarkably this year.

Photonics isn't just for high-speed AI connections, they need it in space, badly, to help advance its commercialization.

Lumentum Holdings Inc (NASDAQ: LITE) shares are soaring Monday after the company announced it will be added to the Nasdaq‑100 Index.

Nvidia announced two investments in March that signaled this was coming.