U.S. stock night market volatility: Lumentum rose 3.65% in after-hours trading, supported by a $2 billion investment from Nvidia

U.S. Stock Market After-Hours Movements

Lumentum rose 3.65% in after-hours trading. Based on recent key news:

1. On July 21, Lumentum's CEO stated that Nvidia's $2 billion strategic investment highlights the cooperation between the two companies in the high-density packaging optics field. Orders are sold out until 2028, with revenue expected to triple, driving the stock price up.

2. On July 21, Barclays upgraded Lumentum's stock rating from "Equal Weight" to "Overweight," reiterating a target price of $1,000. AI hardware stocks rebounded, with Lumentum's stock price rising 7.7%, making it the best-performing stock in the S&P 500 index.

3. On July 20, Lumentum's annualized return over the past 10 years was 25.12%, with a market capitalization of $61.24 billion. Its strong long-term performance has attracted investor attention. The rebound in AI hardware stocks has increased the appeal of the optics sector.

Stocks with High Trading Volume in the Industry

Applied Optoelectronics rose 3.47% in after-hours trading. Based on recent key news:

1. On July 20, Applied Optoelectronics achieved an annualized return of 23.57% over the past decade, outperforming the market. The company's market capitalization is $8.36 billion, with significant returns for long-term investors, driving the stock price up. Source: Benzinga

2. On July 20, stock market analyst Ai Yi pointed out that the account of U.S. stock market promoter Serenity experienced a 49.4% drawdown, affecting holdings in small-cap stocks like Applied Optoelectronics. Nevertheless, Serenity expects a turning point in earnings to occur in the second half of 2027. Source: OdailyAI Industry volatility is increasing, and investors should be cautious.

Nokia rose 6.13% in after-hours trading. Based on recent news:

1. On July 22, after the Hong Kong stock market rebounded to 25,000 points, it consolidated sideways, with capital rotation and chasing laggards improving market performance. Nokia benefited from the warming market sentiment, leading to a rise in stock price. Source: Zhitong Finance

2. On July 20, Nokia faced component supply shortages and valuation challenges, with the market questioning its ability to achieve AI company profit margins. However, its potential to transform into an AI infrastructure supplier remains optimistic, driving the stock price up. Source: Business Weekly

3. On July 20, several tech giants are set to release earnings reports this week, and the market is highly focused on Nokia's performance amid macroeconomic uncertainties, with expectations that its AI-related business revenue will be key to boosting stock prices. Source: Wall Street Insight Tech Giants Earnings Week, Market Sentiment Fluctuates

Arista Networks rose 1.10%. Based on recent key news:

1. On July 22, Arista Networks achieved an annualized return of 44.39% over the past decade, outperforming the market. This information has strengthened investor confidence in the company, driving the stock price up. Source: Benzinga

2. On July 20th, MarketBeat analysts believe that Arista Networks, although rated as a buy, is not on the recommended list of five stocks. This information may have a certain impact on investor sentiment. Source: MarketBeat

3. On July 21st, analysts expect Arista Networks' stock price to rise by 21%. This forecast may further drive investors to buy the stock. Source: Citigroup Technology stocks have performed strongly recently, with significant capital inflows