<turbo-stream action="append" target="news"><template>  <div class="row mb-4 py-2 news-box">
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Market Watch</div>
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        <div class="me-2 text-gray">22 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.marketwatch.com/story/nearly-40-of-the-s-p-500-is-in-a-bear-market-here-are-10-of-those-stocks-that-analysts-say-can-gain-up-to-81-93a51af6">Nearly 40% of the S&amp;P 500 is in a bear market. Here are 10 of those stocks that analysts say can gain up to 81%.</a>
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        The S&amp;P 500&#39;s strong overall performance reflects its heavy weighting at the top. Under the surface, more than a third of the index&#39;s stocks are down at least 20% from their 52-week highs.
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          Negative
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Market Watch</div>
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        <div class="me-2 text-gray">25 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.marketwatch.com/story/why-ciena-lumentum-and-other-optical-stocks-were-among-the-markets-biggest-losers-on-monday-b3e53f6a">Why Ciena, Lumentum and other optical stocks were among the market&#39;s biggest losers on Monday</a>
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        The sharp moves could partly be a reaction to recent cautious commentary on AI spending.
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          Neutral
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Business Wire</div>
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        <div class="me-2 text-gray">26 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.businesswire.com/news/home/20261012075402/en/Lumentum-Astera-Labs-and-Corning-to-Demonstrate-1060-nm-VCSEL-Based-PCIe-over-Optics-for-AI-Rack-Scale-Connectivity-at-the-2026-OCP-Global-Summit/">Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit</a>
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        SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (NASDAQ: LITE), Astera Labs, Inc. (NASDAQ: ALAB), and Corning Incorporated (NYSE: GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration combines an Astera Labs Scorpio Smart Fabric Switch with Lumentum...
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Invezz</div>
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        <div class="me-2 text-gray">28 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://invezz.com/news/2026/10/09/coherent-stock-forms-bullish-pattern-as-lumentum-projects-strong-optics-demand/?utm_source=snapi">Coherent stock forms bullish pattern as Lumentum projects strong optics demand</a>
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        Coherent (COHR) stock has wavered since mid-August, in step with the consolidation among leading companies in the artificial intelligence industry. Shares were trading at $309.60 on Friday, about 30% below their high for the year.
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Investopedia</div>
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        <div class="me-2 text-gray">29 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.investopedia.com/market-update-nvidia-backed-lumentum-says-it-cant-keep-up-with-ai-demand-the-stock-is-surging-lite-12166244">Nvidia-Backed Lumentum Says It Can&#39;t Keep Up With AI Demand. The Stock Is Surging</a>
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        Lumentum shares are rallying Friday after the company said it&#39;s selling out of AI server products.
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Proactive Investors</div>
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        <div class="me-2 text-gray">29 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.proactiveinvestors.com/companies/news/1099911?SNAPI">Lumentum shares rise as AI demand fills production capacity through early 2029</a>
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        Lumentum Holdings (NASDAQ:LITE) shares rose over 4% on Friday morning after the optical technology supplier warned that strong demand from artificial intelligence (AI) data centers had effectively booked its production capacity through early 2029. CEO Michael Hurlston told Bloomberg Television in Tokyo that demand for optical and laser components used in high-speed data transmission continued t...
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Barrons</div>
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        <div class="me-2 text-gray">29 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://www.barrons.com/articles/lumentum-stock-ai-optical-component-shortages-b2580d80">Lumentum Can&#39;t Keep Up With AI Demand—and Its Stock Is Surging</a>
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        Lumentum says demand for some optical components will exceed supply through 2028, lifting its shares and other optical networking stocks.
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          Positive
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/Lumentum-Holdings-Inc-US55024U1097">Lumentum Holdings, Inc.</a></div>
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        <div class="me-2 text-gray">Invezz</div>
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        <div class="me-2 text-gray">29 days ago</div>
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      <a target="_blank" rel="nofollow" href="https://invezz.com/news/2026/10/09/lumentum-stock-rises-6-as-ai-demand-fills-optical-orders-through-2029/?utm_source=snapi">Lumentum stock rises 6% as AI demand fills optical orders through 2029</a>
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        Shares of Lumentum Holdings LITE rose 6% in pre-market trading on Friday after Chief Executive Officer Michael Hurlston said demand for the company&#39;s optical components had exceeded available supply, with orders booked through early 2029. The company is struggling to keep pace with demand from technology firms expanding artificial intelligence data centres.
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