U.S. Stock Night Market Movements

Lumentum Holdings rose 3.31% in the night market. Based on recent key news:

1. On August 12, Lumentum released its Q4 fiscal year 2026 results, with revenue of $1.01 billion, a year-on-year increase of 109.3%; adjusted earnings per share were $3.23, estimated at $2.97. This earnings report exceeded market expectations, driving the stock price up. Source: BlockBeats

2. On August 12, Mizuho analysts pointed out that Lumentum is a key optical equipment supplier for NVIDIA, which invested $2 billion in Lumentum in March this year to support its optical technology and research. This news enhanced market confidence in Lumentum's future growth. Source: MarketWatch

3. On August 12, Lumentum projected Q1 fiscal year 2027 revenue to be between $1.225 billion and $1.275 billion, with adjusted earnings per share between $4.05 and $4.35, all higher than analyst expectations. This optimistic performance guidance further boosted the stock price. Source: DoNews The demand in the optical communication industry is strong, with increased bandwidth demand from AI clusters.

Stocks with High Trading Volume in the Industry

Applied Optoelectronics rose 1.24% in the night market. Based on recent key news:

1. On August 10, Applied Optoelectronics' management disclosed an aggressive expansion plan, aiming to become the fourth supplier, with expected monthly production capacity of about 650,000 units by the end of the year, driving the stock price up. Source: Zhito Finance

2. On August 10, the U.S. Federal Communications Commission may ban the import of new optical modules made in China, and Applied Optoelectronics emphasized its domestic production capacity advantage, further boosting market confidence. Source: Reuters

3. On August 10, Cathay Securities released a report stating that Applied Optoelectronics' performance met expectations, with an upward revision of production capacity guidance, and the industry is welcoming a dual-line driven growth dividend. Source: Cathay Securities The optical communication industry is welcoming a dual-line growth dividend.

Ondas rose 1.13% in the night market. Based on recent key news:

1. On August 11, Ondas announced it won a multi-million dollar strategic tender from the Israeli Ministry of Defense to develop and produce a new generation of tactical attack drones. This news drove the stock price up.

2. On August 10, technical indicators showed strong short-term momentum for Ondas stock, with MACD turning bullish and increased trading volume, but RSI nearing 75 indicated that the stock is in an overbought state, potentially facing short-term correction risks.

3. On August 11, Ondas stock holds a significant weight in multiple ETFs, and any significant inflow or outflow of funds will lead to automatic buying or selling behavior, further impacting the stock price. The drone industry has performed strongly recently, with noticeable capital inflows.

Cisco rose 0.63% in the night market. Based on recent key news:

1. On August 10, Cisco announced strong demand for its AI infrastructure, expecting total orders to reach $9 billion in fiscal year 2026, up from the previous guidance of $5 billion. This news drove the stock price up. Source: Benzinga

2. On August 11, analysts pointed out strong demand for Cisco in the campus and enterprise markets, expecting to maintain revenue and order growth momentum. Cisco's AI revenue target was raised to $6.5-7 billion. Source: Evercore

3. On August 12, Cisco expected to exceed its adjusted earnings per share expectations, and the market held an optimistic view of its financial report performance. Source: PolymarketAI Demand drove tech stocks up