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Lumentum CEO Michael Hurlston On Nvidia’s $2B Bet And Why Light Is Replacing Copper In AI Data Centers

Jul 21, 2026 · 08:10 AM ET· updated 4h ago
Lumentum CEO Michael Hurlston On Nvidia’s $2B Bet And Why Light Is Replacing Copper In AI Data Centers

Credit: Michael Hurlston(CEO Lumentum) and Anna Tutova(Founder AI Crypto Minds) at RAISE AI Summit in Paris. The optics giant’s stock has surged 637% in a year, but a recent pullback has Wall Street asking: Is

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Why It Matters

Lumentum makes special light-based technology that big companies like Nvidia are using instead of copper wires in AI data centers, which is why the company has grown a lot. When you see a stock jump huge and then pull back, it's good to watch whether the company keeps winning new customers or if excitement just cooled down.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

Disclosure: Educational and informational purposes only — not financial advice. We educate, not advise. Market data may be delayed up to 15 minutes unless marked real-time. Past performance is not indicative of future results.