Lumentum Holdings Inc is trading 6.4% up at $874.69 as the stock rebounds from yesterday’s sharp selloff tied to sector-wide concerns about delays in co-packaged optics and AI hardware demand.

  • Today’s move appears to be a partial recovery as investors buy back into photonics and AI-related names following recent volatility.
  • No fresh company-specific news or guidance changes have been reported to drive the current price action.