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Lumentum, and Other Hot AI Stocks are Falling Today. They Shouldn't Be.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662647800","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662647800?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:48","pubTimestamp":1787914080,"startTime":"0","endTime":"0","summary":"Stocks often fall in sympathy after a rival or peer's disappointing earnings. But sometimes that reaction is flawed.Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology. Memory names Sandisk, Micron and Western Digital were also down.Yes, they are red-hot momentum plays and volatility comes with the territory. But Marvell's numbers point to the relentless AI boom showing no signs of stopping. The company, which designs custom chips and supplies optical networking technology, did everything right. It's only problem is that the stock has jumped 184% this year, heading into earnings.Marvell is at the heart of the great AI date-center buildout. And it's thriving. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.Analysts expect data center revenue to grow 69% in the third quarter and 85% in the fourth 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Buzz: Wallstreetbets Stocks Lower Pre-Bell Friday; Nvidia, Marvell Technology to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2662406108","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662406108?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:33","pubTimestamp":1787913216,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were lower hours before Friday's opening bell.Nvidia  retreated 0.7%, following an 8.7% gain in the prior session.Marvell Technology  fell 7.8%, extending the 1.5% loss at Thursday's close.Micron Technology  was down 2.4% after a 0.3% retreat at the prior close.Iren  shares declined by 7%, swinging from a 2.4% gain in the previous day's session.Sandisk  was 2.6% lower after a nearly 1% loss in Thursday's session.Palantir Technologies  was down 0.9% following a 4.8% increase at the end of Thursday trading.Salesforce  decreased 0.7% after a 22.6% surge in the prior session.Broadcom  retreated 0.1% following a 4.5% gain at the end of the prior 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This followed reports that 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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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