Buy 3 Momentum Anomaly Stocks as Tech Rally Spurs Fresh Highs

CMPR, MTSI and LITE pick up momentum interest as a tech-led AI rally lifts U.S. stocks to fresh highs.

Zacks Investment Research • 39 minutes ago

Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off

Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names.

24/7 Wall Street • May 29, 2026

This Fund Manager Has a Brilliant Strategy for Investing in AI Stocks

Fund manager Gavin Baker identified a "cross-sectional inefficiency" in AI stocks. He argued that valuations can't be accurate for both the cheap and expensive stocks in AI.

The Motley Fool • May 30, 2026

Baron Technology ETF Q1 2026 Portfolio Activity

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. We added to our position in Shopify Inc., the leading global operating system for commerce, after shares pulled back in a broader software sell-off. We exited our investment in Microsoft Corporation due to a combination of near-term execution shortfalls and longer-term structural concerns about its competitive positioning in AI.

Seeking Alpha • May 29, 2026

5 AI Stocks to Buy as Markets Defy "Sell in May and Go Away" Adage

AI-driven tech gains are lifting markets in May as CIEN, LITE, TER, MCHP and TXN ride strong demand trends.

Zacks Investment Research • May 28, 2026

Lumentum Stock Analysis: My Final Verdict

My overall takeaway about Lumentum (LITE 1.01%) stock.

The Motley Fool • May 27, 2026

Lumentum: Purchase Obligations Are Exploding And Here's Why That Matters (Rating Upgrade)

Lumentum Holding's purchase obligations have surged, signaling strong demand visibility and likely revenue acceleration as OCS systems and CPO laser backlog convert to sales in H2 2026 and FY27. Tight supply and sold-out demand in EMLs and lasers are worsening, supporting Lumentum's pricing power and a credible case for gross margin expansion over the next several quarters. Earlier, I had missed the financial impact of a $2B investment from Nvidia. This has significantly strengthened Lumentum's liquidity, reducing my risk concerns of large short-term convertible debt obligations.

Seeking Alpha • May 27, 2026

Huge News for Lumentum Stock Investors

This is one of the most innovative companies in the world.

The Motley Fool • May 26, 2026

Ride The Lumentum Momentum

Lumentum is initiated at a buy rating, driven by accelerating growth and critical positioning in AI data center infrastructure. They posted 90% YoY revenue growth in Q3, with gross margin and operating margin expanding by 12.7 and 21.4 percentage points, respectively. Q4 guidance calls for $960M-$1.01B in revenue and $2.85-$3.05 in adjusted EPS, both well above consensus, though dilution risks are rising.

Seeking Alpha • May 26, 2026

Lumentum: Holding Large Upside On The 3.2T Physics Wall

Lumentum is rated a strong buy as Wall Street underestimates the longevity and margin potential of its InP EMLs at the 3.2T node. LITE's shift to a foundry model, underpinned by Nvidia's $2B capacity lock-up, enables prepayments, inelastic pricing, and client-funded CapEx, supporting multiple expansions. Scale-Across pump lasers and intra-rack OCS drive significant long-term margin leverage, while vertical integration in transceivers is key to further margin accretion.

Seeking Alpha • May 23, 2026