Lumentum
PulseAugur coverage of Lumentum — every cluster mentioning Lumentum across labs, papers, and developer communities, ranked by signal.
1 day(s) with sentiment data
-
Wall Street dumps $1T in tech stocks, then pivots to stable sectors
The stock market experienced a significant midday downturn, with the Nasdaq Composite dropping over 4% as investors sold off high-volatility tech and AI-related stocks. This sell-off saw nearly $1 trillion in tech stock…
-
Nvidia reports record revenue, signals AI spending shift beyond GPUs
Nvidia reported record first-quarter fiscal 2027 revenue of $81.6 billion, with data center revenue climbing 92% to $75.2 billion. The company is restructuring its reporting to highlight growth beyond GPUs, separating r…
-
Hillhouse Capital boosts Nvidia, Intel, TSMC stakes; Chinese tech stocks dip
Hillhouse Capital has increased its holdings in several key technology companies, including Nvidia, Intel, and TSMC, according to its first-quarter 13F filing. The investment firm also initiated new positions in compani…
-
AI fuels Samsung's $1T market cap; Anthropic, Meta, SpaceX make major AI investments
The Beijing Academy of Artificial Intelligence (BAAI) has released BAAI Cardiac Agent, the first multimodal diagnostic agent for cardiac magnetic resonance imaging, capable of end-to-end automated analysis and report ge…
-
Lumentum CEO: AI component demand outstrips supply, orders booked until 2028
Lumentum, a major US optical module manufacturer, reported a record-breaking third fiscal quarter with revenue soaring 90% year-over-year to $808 million. The company also saw significant improvements in profitability, …
-
OpenAI offers free ChatGPT Plus to a nation; Alibaba Cloud leads AI market
OpenAI has announced that a country will receive free access to ChatGPT Plus, though the specific nation was not named. Separately, a report indicates that Alibaba Cloud leads the Chinese AI cloud market with a 38.1% sh…