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Read Head Bidding War Misunderstood: Seagate and Western Digital Are Being Unfairly Punished","url":"https://stock-news.laohu8.com/highlight/detail?id=1163097527","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163097527?lang=en_us&edition=fundamental","pubTime":"2026-10-09 16:13","pubTimestamp":1791533621,"startTime":"0","endTime":"0","summary":"According to a report from Woofun AI dated October 7, 2026, Bernstein strongly rebutted recent market panic, arguing that the dispute over the ownership of TDK's read head business does 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CEO Says Optical Component Capacity Sold Out Through 2029, Some Products Face 70% Demand Shortfall","url":"https://stock-news.laohu8.com/highlight/detail?id=1143363838","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143363838?lang=en_us&edition=fundamental","pubTime":"2026-10-09 15:45","pubTimestamp":1791531909,"startTime":"0","endTime":"0","summary":"Nvidia-backed optical component maker Lumentum Holdings Inc. (LITE) is facing a massive capacity gap 鈥?its CEO says the company's products are fully sold out through early 2029, with surging AI data...","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITG","LUMA","LU0823414551.USD","LU0240878834.USD","LAZR","IE0004445239.USD","LU0511384066.AUD","LU0289961442.SGD","LU0289739343.SGD","LU0012050646.USD","LU0348723411.USD","LU2543165471.USD","BK4588","LU0106261612.USD","LU0240877869.USD","LU1861215975.USD","LITC","LU2290526834.HKD","LITE","LU0205193047.USD","BK4585","LU1861220033.SGD","LU0823414478.USD","LU2249611893.SGD","LU2294711713.HKD","LU2506951792.HKD","FOTO","EGGY","LITZ","LU0205194284.USD","LU2360107168.USD","LITX","LITU","LU2357125470.USD","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143073652","title":"Lumentum Says Optical Component Orders Fully Booked Through Early 2029 on AI Data Center Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=1143073652","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143073652?lang=en_us&edition=fundamental","pubTime":"2026-10-09 11:00","pubTimestamp":1791514858,"startTime":"0","endTime":"0","summary":"Lumentum Holdings Inc. has seen its optical component production capacity completely sold out through early 2029 as technology companies race to build faster AI data centers, according to the...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360107168.USD","LUMA","LU0348723411.USD","LITX","LU2506951792.HKD","LU0289961442.SGD","LU0205193047.USD","LU0823414551.USD","LU1861220033.SGD","LU2294711713.HKD","BK4588","LITE","LU0823414478.USD","FOTO","LITC","LITU","IE0004445239.USD","LU2543165471.USD","BK4585","LITZ","LU0511384066.AUD","LU2290526834.HKD","LU0289739343.SGD","LU2357125470.USD","EGGY","LITG","LU0012050646.USD","LU0106261612.USD","LU0240877869.USD","LU0205194284.USD","LU0240878834.USD","LU1861215975.USD","BK4020","LAZR","LU2249611893.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674059889","title":"Today’s Market Recap: OpenAI Revenue Concerns; Nasdaq Falls 1.25%, AAOI Drops 13.58%, Brent Gains 4.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674059889","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674059889?lang=en_us&edition=fundamental","pubTime":"2026-10-09 08:51","pubTimestamp":1791507088,"startTime":"0","endTime":"0","summary":"TradingKey - On October 8, Eastern Time, the three major U.S. stock indices posted mixed results. 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Although AI infrastructure investment continues to expand, earnings prospects among hardware companies are diverging, and the narrative of \"continued growth in AI demand\" may not be sufficient to support further upside in stock 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Technology Inc Stock (MU) Moved Down by 3.91% on Oct 8: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2674001237","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674001237?lang=en_us&edition=fundamental","pubTime":"2026-10-09 01:15","pubTimestamp":1791479728,"startTime":"0","endTime":"0","summary":"• Micron faced downward pressure from Taiwan labor strike authorization risks.\n• Peak-cycle skepticism and profit-taking created volatility despite strong earnings.\n• Technical indicators show neutral MACD and RSI with neutral market 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Corp Stock (COHR) Moved Down by 5.64% on Oct 8: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2674009255","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674009255?lang=en_us&edition=fundamental","pubTime":"2026-10-09 00:15","pubTimestamp":1791476123,"startTime":"0","endTime":"0","summary":"• Coherent Corp. shares declined due to sector-wide profit-taking and market softness.\n• Elevated put volume and insider share disposals increased short-term tactical risk reduction.\n• Annual revenue reached $7.12 billion with net profit at $769.90 million.","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262206660-market-movers-cohr-20261008","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ81514606.USD","LU2360107168.USD","IE00B19Z4B17.USD","LU2931357623.SGD","LUMA","BK4148","SGXZ51526630.SGD","LU1861220033.SGD","LU2272731782.SGD","BK4588","IE0031619046.USD","SPRX","LU2272731865.HKD","LU0266013472.USD","LU1720051017.SGD","IE00B7SZL793.SGD","BK4157","LU2357305700.SGD","LU2322448791.USD","LU2322448957.HKD","COHX","BK4585","LU1992135399.USD","IE00B66KJ199.SGD","LU2290526834.HKD","SGXZ99366536.SGD","LU0274383776.USD","COHC","LU1548497426.USD","EGGY","LU1992135472.HKD","COHH","LU1720051108.HKD","LU2473716301.USD","COHQ","LU2089985449.USD","LU1861215975.USD","LU2272731600.USD","COHR","LU2211815571.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674300980","title":"S&P 500 Top and Bottom Performing Stocks at About 12:00 P.m. 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