Lumentum

Goldman Sachs: companies we visited see pricing competition remaining healthy, with 800G optical module pricing decline within single digits in 2027, and 1.6T optical module price to sustain at $700+.

The memory storage sector has already rebounded significantly, with gains comparable to other semiconductors. I'm more bullish on optical communications; LITE and MU were once priced similarly. $Lumentum(LITE.US)

Citi: Scale-out should be one of the major scenarios in

Incredible growth expected for $Lumentum(LITE.US), $Coherent Corp.(COHR.US), and $Applied Optoelectronics(AAOI.US) with new GS optical transceiver forecasts.

Guidance raises off actual bookings are a different animal from a stock just being up. Ciena's Q3 revenue was already +37% and data center is now 79% of the book, so this isn't a story that needs Marvell or Lumentum to also work out for it to be right. Worth separating "Ciena beat" from "the whole networking basket ripped."

deutsche bank naming lumentum and coherent as top picks this early in the cycle, anyone actually trade off these sector calls or just noise until the next earnings print

Goldman Sachs: Global Optical Transceiver Shipments

With no dot plots and little guidance on rate hikes, traders place extra weight on Kevin Walsh speech. a hawkish hint can now cause a relatively huge wave in the market

Warsh’s hawkish tone reinforces the Fed’s focus on persistent inflation rather than recent cooling data. The sharp rise in September hike expectations signals greater policy uncertainty and could keep Treasury yields elevated, strengthening the dollar while pressuring rate-sensitive equities, particularly growth and technology stocks. However, the Fed remains data-dependent, with upcoming employment and inflation reports likely to determine the September decision.