LYTE is trading at $25.85 (+4.74%) as technology and AI-infrastructure stocks strengthen ahead of the July CPI release.

  • Nasdaq futures were higher, while strong AI-linked results from Super Micro Computer and CoreWeave revived demand for growth stocks.
  • Its concentrated photonics and optics exposure includes Coherent, Lumentum, Eoptolink, Innolight, and Ciena, which collectively represent roughly 70% of the portfolio, positioning the ETF to benefit disproportionately from AI-data-center connectivity demand.