🟢 Lumentum is trading 4.8% up today on sector positioning ahead of Nvidia earnings

Lumentum is trading 4.8% higher at $927.77, primarily on sector positioning ahead of Nvidia’s August 26 earnings report.

• Optical-networking peers also surged; Reuters noted Lumentum and Coherent rose more than 6% and 4%, respectively.
• The move extends Lumentum’s 6.67% gain on August 25 and follows recent volatility, reflecting renewed AI-infrastructure sentiment.
• No fresh company-specific announcement was identified for August 26; confidence is medium, with broader indexes largely mixed.