$LITE Lumentum Holdings Tape Reports
Per Ticker.id: $LITE Lumentum Holdings Tape Reports — 13 podcast mentions across 5 podcasts (30 days), latest 2026-08-13 17:10 UTC.
Where are we on that narrative right now, which when you talk to investors, look, I mean, if we look at Supermicro results yesterday and also some, some of the other smaller pick and shovel guys like Lumentum and Cohere the other day, I mean, the spending on the cloud is really, really starting to ramp up, right? We're still in like, I would say, the third inning. And 2027 is going to be the ramp-up phase into 2020 as well as into 2028 as these infrastructure buildouts continue to keep pace. Now, where it hasn't really started to pick up and Cisco is starting to see it is on the corporate IT side. And that's going to be a positive read-through for someone like a Dell or HPE, which reports later in the month and early in September.
Woojin Ho — Bloomberg Intelligence · Anthropic in Talks to Buy Startup Decart for $6 Billion · 2026-08-13I don't know what we make of that going into today, but whether it was Lumentum even or CoreWeave or any of the others, CoreWeave in shares here.
David Faber — Squawk on the Street · 9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26 · 2026-08-13They pulled Ashton Blanner, the boy wonder, in that fund, had borrowed so much money to build his $45 billion portfolio that even a small dip in the stocks, just that's all it took, trashed his fund. The margin butchers took their pound of flesh. Don't worry about Astro Ben, I've seen these types, you know, valedictorian kind of stuff. I usually go a couple of weeks and then they get the money again because millionaires, moths to flame. His stocks, though, different story. They got crushed even as the business for almost all of them was terrific. That really threw me off. That real irony here before I get to the real nitty-gritty. On July 24th, right when he was teetering, he sent out a letter urging his investors to send in more money because, quote, at times we call out opportunities that seem like a particularly good time to add funds if you have been waiting for one, end quote. He was right, except he created the opportunity with his own personal crash. He just didn't get to participate in it. The demise of Situation Awareness stopped the nascent data center rally in its tracks. Now, I was personally sickened by it. That Friday morning of this fund's doom, I was telling club members to buy the stock of Intel after an amazing quarter. It was almost immediately mauled by the situational awareness bear. The stock tipped up to $110. That made sense to me, up about $4. But next thing you know, it was $109, $108, $107, $106, $105, $104, falling 16 points from $110 before an anemic bounce. Oh, I was situationally Unaware. The takedown for Intel and so many other semis seemed to last forever. We thought there was something really wrong. Nvidia stock traded from $212 at the time of detonation to $190. Data center builder CoreWeave went from $83 to $60. Its doppelganger Nepenthes went from $219 to $148. Optical provider Lumentum fell from $833 to $602. Data infrastructure specialist Supermicro dropped from $30 to $25. If you were like me, you felt like drinking some cheap scotch. While you lie on a dirty linoleum floor. Now the group's trying to find a base, but it's been touch and go ever since Situation Witters got its clock cleaned. We never knew what was going to happen next.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12But on Monday, a day when I was busy trying to land a 100-pound tarpon— that's Philadelphia talk for tarp on— Nvidia CEO Jensen Huang was busy landing an entire raft of Wall Street biggies to launch a brilliant idea: securitization of basically compute, the sum total of the value that comes out of the data center every minute of the day. The consortium is putting $500 billion behind it. Big money. You can trade compute like a bond, just like a mortgage bond or a bond backed by auto loans. Packages securitized just like those. For many skeptics, this was a bridge too far, a kooky idea that made no sense. Because don't the chips that Nvidia make last about— they last like 3 years, right? I mean, then they lose all their value, don't they? I mean, isn't Nvidia just enriching itself? Circular reasoning, like Lazy Susan. All sorts of popcock. At the same time, Intel, worried about its balance sheet, had to come to the market with 15 million shares, raise some money. The deal would be priced at $95, a huge decline from its recovery run back to $100. That way, it was closer to where the situation of implosion was. If that weren't enough, interest rates shot up to a 19-year high because oil climbed back over $90 as Iran and Trump were once again at loggerheads. Now, that was the scenario when the bulls were snorting, getting ready to stampede. Oh, we had a clue that something big was about to break up. We got so much demand for Intel that they upsized the deal to 20 million shares and still sold out, moving up $2 Tuesday morning. Almost from the get-go, we started to get some more positive feedback about the GPU securitization. Risk takers thinking, hmm, might be worth a flyer, if only because almost everyone important seemed on board. This morning, the rockets went off and the fabled six fighting bulls— Supermicro, Nvidia, Intel, Nibius, Lumentum, and CoreWave— tore out of their pens and proceeded to trample the nonbelievers who didn't realize you're taking your life in your hands when you bet against these companies. It actually started last night when Supermicro reported.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12Not one of my faves, but it's a key data infrastructure player and it charged out and gored anyone in its path with a sharply better than expected guide. And there's a lot of people in its path because it's heavily shorted. Then today, aided by a benign Consumer Price Index number, the data center stocks couldn't be contained. Lumentum, which makes fiber optics, told a terrific tale. We got Cohere on tonight. See if it matches the company's performance. Competitor Intel surging through $100 barrier, leading at $100.95. Cloud platform NIBI soared $66 to $259. And finally, CoreWeave reported a monster quarter demonstrating their strategy of building data centers embedding NVIDIA chips would have a longer shelf life than 3 to 5 years was more than paying off. CoreWeave CEO Michael Intrader told us an insanely good story when he appeared on Squawk on the Street. He gave us genuine proof that older NVIDIA GPUs are as valuable or even more valuable than when they were built, even ones that came out of the foundry 9 years ago. Yes, of course they are. We got a chip shortage. Nvidia's chips are the most sought after of all semiconductors, and they hold their value. Anyone who is worried about compute-backed bonds being dragged down by depreciation now looks like a dope. These chips aren't like cars that lose half their value the moment they drop off a lot. They're more like fine jewelry. Plus, people keep forgetting that Nvidia also has a software company with its its CUDA product and the massive developer ecosystem that can be upgraded through all cycles, allowing 9-year-old chips to keep their value or even appreciate. Autolones can't make that claim, can they? In the end, Core, we finished up $17. NVIDIA rallied $7. Remember, that's the world's largest company. Many of these bulls are now knocking on the door of where they were before situational awareness imploded. Now, just like in Pamplona, where a bunch of bulls are released after the fighting bulls, pretty much every semiconductor company took off. Remember those tech companies that have to buy the semis? Well, they're overrun, so their stocks don't get to play, including, yes, the Magnificent Seven. I cannot stress enough how important today's session was, though.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12So, you know, from my vantage point, we've got the— if we call the picks and shovels play, that's data centers. Well, it's more more GPUs, let's just say, right, that's, that's powering the AI. But more, more so than GPUs, the optical names have actually been one of the better performing areas. If we look at, you know, Lumentum, you know, one of my colleagues, Jake Silverman, covers that name. They reported last night and they reported some stellar numbers and stellar growth expectations. And that whole optical layer that's trying to speed the data across, you know, data centers as well as across the country, that, that whole segment is going to actually blossom over through the end of the decade. Companies like Corning, Sienna, even Nokia are going to be beneficiaries of that.
Speaker A — Bloomberg Intelligence · CoreWeave Shares Soar After Booming AI Demand Boosts Outlook · 2026-08-12Good Wednesday morning. Welcome to Squawk on the Street. I'm Sarah Izen with Karl Quintanilla and David Faber. We are live, as always, from post-9 of the New York Stock Exchange. Stocks are mostly higher this morning as the latest read on inflation showed a pullback from June, though the Dow has dipped negative. We'll get first reaction from Goldman Sachs chief U.S. economist David Maracle. Plus, we'll get to this move in CoreWeave as the cloud computing stock jumps Double digits on strong AI demand, up 19%. Speaking of AI winners, CEO of Lumentum is with us as the optical technology company's stock pops after revenue more than doubles from last year. That name is up 600% over the last 12 months. Guys, let's start on inflation. Pretty much in line, which is good news, I think, for the markets, especially for the markets that are not expecting the Fed to urgently hike rates anymore in September. There's nothing in here that would suggest that they absolutely need to do this. There's the headline headline number in line month over month, 0.1, which is what was estimated. Take out food and energy, 0.2, which was estimated. Core, as I mentioned, again, June was really soft, right? Remember, core in June was zero. So the 0.2 is a little bit higher. But still, we're talking about a year-over-year pace down to 2.5% on core inflation. That's really good. It's the lowest level since February and marks a return to prewar levels, which is also something— again, the headline not, but the core, yes. I wanted to go beneath the headline and get into some of the numbers that showed where the inflation is and where the inflation is not, where we're actually seeing negative numbers. So in terms of the, the gains, let's just give you a sense of where the gains are. We've seen it in places like motor oil, coolant and fluids, computers. Why? We know about the memory price chips, right? The shortage causing prices to rise. Airline fares. You feel this, you book this 2.2% higher on the month. Fresh fruits was also kind of a hotspot among food for, for inflation and public transportation. If you look into where some of the deflationary, you know, impact was lettuce. Lettuce. You know why? Because we're not buying lettuce because of cyclospora.
Sarah Eisen — Squawk on the Street · 10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26 · 2026-08-12Take a look at our roadmap for the rest of the hour. When we come back, we'll talk about some major movers today, including Lumentum, up more than 600% in a year, adding to gains on these recent results. The company CEO is with us exclusively.
Carl Quintanilla — Squawk on the Street · 10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26 · 2026-08-12