Snapshot from Aug 24, 2026 at 07:00 UTC. For live data and tracking: View Live
Entities / Companies / Lumentum
Company

Lumentum

Tracked across 7 events · 407 articles · First seen Mar 16, 2026 · Last active Aug 22, 2026

Sentiment
33
Attention
8
Events
7
Relationships
2
Live sentiment trends, attention charts, and prominence tracking available on the Ergen Dashboard
Events (7)
8 80
Business
Nvidia invests billions in photonics
Impact: Lumentum is a recipient of Nvidia's investments in photonics technology, leading to a substantial increase in its stock price and market valuation.
May 29, 2026 · 6 articles
8 -50
International
China Restricts Indium Phosphide Exports
Impact: Lumentum is a U.S. photonic product maker that has received investment from Nvidia and is experiencing supply disruptions due to InP export restrictions, being sold out through 2028.
Apr 20, 2026 · 6 articles
6 60
Regulatory
US drafts ban on Chinese data center transceivers
The Trump administration, through the United States — Federal Communications Commission (FCC), is drafting a ban on US imports of new models of Chinese optical transceivers used in data centers. The measure aims to prevent…
Impact: Lumentum, another US transceiver manufacturer, is expected to gain market share from the ban, with shares up 7% following the announcement.
Aug 04, 2026 · 38 articles
7 60
Business
AI earnings drive record stock highs
A wave of strong corporate earnings, particularly from AI-related companies, drove major U.S. stock indexes to record highs in early August 2026. Microsoft, Amazon (company), Palantir, and Caterpillar reported better-than-expected results, easing investor concerns about…
Impact: Rose on reports of a potential U.S. ban on Chinese data center components.
Jul 14, 2026 · 280 articles
6 70
Business
AI Infrastructure Boom Lifts Stocks
A surge in AI infrastructure spending is driving strong earnings growth and stock rallies across technology and manufacturing sectors. CoreWeave and Supermicro raised forecasts, signaling robust demand for AI computing capacity, while Bloom Energy's fuel…
Impact: Lumentum surged 13.6% after forecasting strong revenue.
Aug 05, 2026 · 65 articles
8 10
Tech
Nvidia unveils AI chips, $1T forecast
Impact: Nvidia invested $2 billion in Lumentum, which makes lasers for sending information between chips.
Mar 16, 2026 · 6 articles
2 0
Business
Lumentum joins Nasdaq-100, CoStar exits
May 09, 2026 · 6 articles
Key Actions (2)
70 Lumentum forecast revenue above expectationsAI Infrastructure Boom Lifts Stocks
55 Lumentum gained on import ban newsAI earnings drive record...
Relationships (2)
United States ↔ Lumentum
United States ↔ Lumentum
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