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While software headlines grab attention, the critical hardware, power, and connectivity behind AI can convert demand into real cash flow. This article highlights three stocks from our AI Infrastructure Stocks screener that stand out for their role in this...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/why-retail-investors-are-adding-these-ai-infrastructure-stoc","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/why-retail-investors-are-adding-these-ai-infrastructure-stoc","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":"simplywall_highlight","symbols":["LU2543165471.USD","IE00B894F039.SGD","LU2125909916.SGD","LU2413665964.HKD","LU1861220033.SGD","BK4585","BK4020","LU1165135440.EUR","LU0823414551.USD","LU0106261612.USD","LU0240877869.USD","LU2087625088.SGD","LU0012050646.USD","LU2125909759.SGD","LU2764263039.SGD","BK4096","LU2048586759.USD","LU0289739343.SGD","LU2360107168.USD","LU2433249047.HKD","LU2764262908.HKD","LU2357125470.USD","LU0289961442.SGD","LU0205193047.USD","LU2290526834.HKD","VRTL","LU0823414478.USD","BK4588","IE00BN0W2V16.EUR","LU2413666004.HKD","LU2294711713.HKD","VRT","LU1093756168.USD","BK4543","LU2125909593.SGD","LU0240878834.USD","LU0511384066.AUD","LITE","IE00BMPRXN33.USD","LU2249611893.SGD","LU2720916845.USD","LU0205194284.USD","LU2125909247.SGD","IE00BZ9MQY76.HKD","LU1923622614.USD","LU1064131342.USD","FRMI","LU1988902786.USD","LU1596574779.USD","LU1620156130.USD","LU1861215975.USD","IE00B19Z9Z06.USD","LU2506951792.HKD","IE00BMPRXR70.SGD","LU1093756325.SGD","BK4222","LU1620156213.USD","LU2065731478.USD","LU2264538146.SGD","LU0353189680.USD","IE0001KFT4U8.USD","IE00B19Z9P08.USD","IE00BMPRXQ63.HKD","IE00BN0W2W23.USD","LU1721427968.SGD","LU1923622291.USD","LITX","IE00BN0W2T93.GBP","LU2764263203.CNY","LU1543694498.USD","EGGY","LU0353189763.USD","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163477879","title":"Weekly Winners | HPE Soars 18%; Meta Rockets 15%; Storage Chip Stocks Surge, Led by Seagate's 11% Gain; Broadcom Jumps 11%; SanDisk Gains 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163477879","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163477879?lang=en_us&edition=fundamental","pubTime":"2026-07-12 09:54","pubTimestamp":1783821288,"startTime":"0","endTime":"0","summary":"This week, which stocks led the S&P 500 higher? The Weekly Winners column tracks market-moving trends, highlighting the strongest sector momentum, top-performing stocks, and key thematic drivers...","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":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","AVGG","FBYY","AVGW","STX","SNDK","HPE","AVGX","SNDG","SNDU","AKAM","META","AVGO","SNXX","HPQ","AVL","FBY","AVS","LITX","SNDQ","DLLL","SNDC","METW","AVGU","METD","FBL","METU","ANET","DELL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650152908","title":"Is Lumentum Holdings (LITE) A Bargain As AI Networking Demand Lifts Interest?","url":"https://stock-news.laohu8.com/highlight/detail?id=2650152908","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650152908?lang=en_us&edition=fundamental","pubTime":"2026-07-12 04:27","pubTimestamp":1783801652,"startTime":"0","endTime":"0","summary":"Recent CEO commentary on business trends and AI demand, along with research highlighting Lumentum Holdings (LITE) exposure to AI networking, has drawn fresh attention to the stock after its double digit price move.\nSee our latest analysis for Lumentum Holdings.\nThe recent double digit move in Lumentum Holdings comes after a 7 day share price return of 10.12% and a year to date share price return of 107.72%. This sits alongside a very large 1 year total shareholder return and an even higher 3...","market":"nz","thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/is-lumentum-holdings-lite-a-bargain-as-ai-networking-demand","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/is-lumentum-holdings-lite-a-bargain-as-ai-networking-demand","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":"simplywall_highlight","symbols":["LU0205194284.USD","LU2543165471.USD","BK4588","LU0511384066.AUD","LU2360107168.USD","LU0012050646.USD","LU0240878834.USD","LU0348723411.USD","LU2290526834.HKD","BK4020","LU0106261612.USD","LU1861220033.SGD","LU0289739343.SGD","LU0240877869.USD","LU0205193047.USD","LITE","LITX","EGGY","BK4585","LU0289961442.SGD","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650134873","title":"AI Hardware Selloff Seen as Valuation Reset, not Faltering Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2650134873","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650134873?lang=en_us&edition=fundamental","pubTime":"2026-07-11 01:43","pubTimestamp":1783705380,"startTime":"0","endTime":"0","summary":"1343 ET - The recent selloff of AI hardware stocks represents a reset in valuations as expectations pull ahead of fundamentals, and shouldn't be taken as a sign that demand for hardware is faltering, according to Stifel in a note. Samsung posting a 19-fold increase in its operating profit was seen by the market as \"not good enough,\" the analysts say, but the fundamentals across the sector remain in place. \"We believe that demand remains supply-gated, not demand-limited,\" they say. \"The Samsung episode says in-line-to-slightly-above prints will be read as misses.\" According to the analysts, investors should consider stocks with already-compressed multiples such as Celestica, Jabil, TTM Technologies and Lumentum, or where revisions should outrun multiples, as in Ciena, Viavi and Nvidia. Dow Jones NewswiresJuly 10, 2026 13:43 ET Copyright  2026 Dow Jones & Company, 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Alert｜Lumentum Holdings Falls 3.01% in Pre-Market Trading, Optical Communication Sector Retreats After Prior Session Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1164024253","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164024253?lang=en_us&edition=fundamental","pubTime":"2026-07-10 16:40","pubTimestamp":1783672825,"startTime":"0","endTime":"0","summary":"On July 10, Lumentum Holdings fell 3.01% in pre-market trading, trading at $764.99/share, with turnover of $11.71 million.On the news front, semiconductor, storage, and optical communication 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