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Changed How it Talks About Cash Flow. What That Means for Buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2674830526","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674830526?lang=en_us&edition=fundamental","pubTime":"2026-10-09 18:47","pubTimestamp":1791542851,"startTime":"0","endTime":"0","summary":"The race to develop artificial intelligence is as much about creating ecosystems as it is about building chips and data centers. Acknowledging this requires investors to rethink a bedrock of 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Communication Stocks Rally as Lumentum Optical Component Capacity Sold Out Through 2029, Shares Rise Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674837707","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674837707?lang=en_us&edition=fundamental","pubTime":"2026-10-09 17:11","pubTimestamp":1791537082,"startTime":"0","endTime":"0","summary":"TradingKey - On October 9, U.S. optical communications stocks generally rose in pre-market trading, with Applied Optoelectronics (AAOI) rising over 5%, Lumentum (LITE) up over 4%, and MaxLinear (MXL), Coherent (COHR), and AXT (AXTI) all gaining more than 3%. The main catalyst behind the sector's strength came from the latest remarks by optical communications leader Lumentum. The company's CEO, Michael Hurlston, stated that driven by demand for AI data center construction, its optical component capacity has been booked by customers through early 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