Applied Optoelectronics and Lumentum surged 15% on a $200M data center transceiver order and S&P 500 inclusion, signaling strong demand in the optics sector.
Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing
Lumentum, Coherent, and Vertiv joined the S&P 500, signaling AI infrastructure has transitioned from speculative to structurally embedded in the economy through forced institutional buying of over $7 trillion in benchmarked assets.