Lumentum has seen a 90.1% year-over-year revenue increase to $809 million in Q3 2026, driven by strong demand for its photonics technologies used in data centers. The company benefits from a $2 billion investment by Nvidia targeting next-generation AI infrastructure, positioning it well for growth amid rising AI-related capital expenditures. Its non-GAAP gross margins expanded significantly to 47.9%, reflecting operational efficiency. Inclusion in the Nasdaq-100 highlights Lumentum's strategic importance, though investors should watch for risks related to capital expenditure cycles.
Perplexity AI CEO Aravind Srinivas shared lessons from Nvidia's Jensen Huang and Tesla's Elon Musk, highlighting Huang's mindset of running Nvidia as if it could fail within 30 days despite its $5 trillion valuation and advanced technology. Srinivas ...
SpaceX stock surpassed $200 for the first time since its recent IPO, drawing praise from Jim Cramer who called it a 'Monster' due to its strong performance. Despite concerns about it becoming a meme stock with limited sellers, SpaceX's fundamentals a...
Howard Marks of Oaktree Capital cautions that many AI-related stocks are more speculative than investors realize, as their valuations rely on uncertain future profits rather than predictable cash flows. He highlights that while large tech companies l...
ChatGPT analysis predicts Nvidia stock may reach around $226 by July 1, 2026, with a 6% upside from current prices. This outlook is based on strong demand for Nvidia's AI systems, especially Blackwell-based infrastructure, and positive earnings growt...
The T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) and the GraniteShares 2x Long NVDA Daily ETF (NVDL) both aim to deliver twice the daily return of NVIDIA stock using total return swaps with daily resets. However, over the past year, NVDL outperformed...
