Lumentum jumped nearly 9% and Coherent more than 5% pre-market, making optical networking the strongest setup before tonight’s catalysts.
First, U.S. CPI will reset technology valuations; then Coherent’s after-hours earnings will test AI-interconnect demand. Overnight, memory stocks rose despite sharp broker target cuts, suggesting supplier pricing power remains intact.
Related stocks: $Lumentum(LITE.US)$Coherent Corp.(COHR.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)
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