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Lumentum CEO: See Huge Opportunity for Optics Industry

Jun 9th, 2026 Lumentum CEO: See Huge Opportunity for Optics Industry Michael Hurlston, CEO of Lumentum, discussed the critical role of indium phosphide in optical chips, particularly lasers, which are essential for the AI revolution. He explained that the increasing speeds and bandwidth requirements in data centers are driving a shift toward optical connectivity using fiber optics, as light offers unmatched transmission speed. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

Bloomberg Technology 9h ago

Why Lumentum, Coherent and other optical stocks are rocketing toward big gains

Nvidia’s Jensen Huang spoke highly of Marvell, and his comments are sparking broad enthusiasm for providers of optical components.

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Stocks Pare Tech-Led Drop as Rotation Gains Speed | The Close 6/9/2026

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Jim Cramer's top 10 things to watch in the stock market Tuesday

My top 10 things to watch Tuesday, June 2 1. Marvell Technology is flying over 20% this morning after Nvidia CEO Jensen Huang said at Computex that the networking supplier and custom AI chip designer could be the next trillion-dollar company. Marvell ended yesterday with a market cap of $192 billion.

CNBC 7d ago