Lumentum is trading at $864.23, up +4.60%, as reports indicate the Trump administration may restrict U.S. imports of Chinese data-center components, especially optical transceivers.
- Proposed FCC measures could strengthen U.S. optical-networking suppliers serving AI infrastructure.
- Positive sentiment across optical stocks and positioning ahead of Lumentum’s August 2026 earnings are adding support.
- Broader technology markets remain mixed.