
Why Lumentum Stock Is Up 115% in 2026 — and Jumped 12% on Meta's AI Memo
Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.
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TECHi reporting and analysis covering Lumentum. 1 article, newest first.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.