Lumentum

LITE

Market cap $22.5B

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Nov.10:

The Google parent's stock is on a run — and that's lifting shares of major suppliers including Broadcom, Celestica and Lumentum.

Is it time to start buying tech stocks again?

AI data centers need fast transmission speeds, and Lumentum's products help achieve them. The company is growing at a stunning pace, and the stock has shot up impressively in the past year.

“Big mo” stock strategies have lost their advantage, but these companies display relative strength.

Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.

Three data center stocks skyrocketed after releasing their latest financial results. However, Wall Street analysts appear concerned about two of these names, while being more optimistic about another.

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled participate in the following investor events: Event: 6th Annual Needham Tech Week (virtual) Date: Friday, November 21, 2025 Presentation Times: 10:15 a.m. – 4:25 p.m. Eastern Time   Event: 2025 UBS Global Technology and AI Conference, Scottsdale, AZ Date: Wednesday, December 3, 2025 Webcast Link: https://url.us.m.mimecastprotect.com/s/jVfTCxkN97fjNNL0f8f3Cyfwjz?d.

Lumentum capitalized on the accelerating adoption of AI infrastructure, with record shipments of key optical components and the launch of innovative products. Rush Street Interactive: Despite headwinds from increased taxes in Illinois, New Jersey, and Colombia, the company raised its full-year guidance. Bloom Energy's stock soared 254% during 3Q, driven by surging demand for its fuel cell technology to power AI-focused data centers.

LITE's surging AI-driven demand for laser chips and optical transceivers fuels a 209.5% YTD stock rally and strong growth outlook.