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Stock And 2 AI Infrastructure Names Worth Watching As Yields Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2664128883","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664128883?lang=en_us&edition=fundamental","pubTime":"2026-09-01 02:22","pubTimestamp":1788200526,"startTime":"0","endTime":"0","summary":"Tech and AI related stocks have been in the spotlight after a strong August, with major U.S. indexes on track for monthly gains and the S&P 500 tech sector up around 6%. At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. 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That makes the AI infrastructure story especially interesting today. Investors are paying closer attention to companies that already turn AI demand into cash flow, not just headlines. This article highlights three AI infrastructure stocks from our screener that align with that theme and may merit closer examination.\nThe three stocks highlighted 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Lumentum, and Other Hot AI Stocks are Falling Today. They Shouldn't Be.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662647800","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662647800?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:48","pubTimestamp":1787914080,"startTime":"0","endTime":"0","summary":"Stocks often fall in sympathy after a rival or peer's disappointing earnings. But sometimes that reaction is flawed.Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology. Memory names Sandisk, Micron and Western Digital were also down.Yes, they are red-hot momentum plays and volatility comes with the territory. But Marvell's numbers point to the relentless AI boom showing no signs of stopping. The company, which designs custom chips and supplies optical networking technology, did everything right. It's only problem is that the stock has jumped 184% this year, heading into earnings.Marvell is at the heart of the great AI date-center buildout. And it's thriving. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.Analysts expect data center revenue to grow 69% in the third quarter and 85% in the fourth 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Top and Bottom Performing Stocks at About 02:45 P.m. EDT on 2026-08-26","url":"https://stock-news.laohu8.com/highlight/detail?id=2662749136","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662749136?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:45","pubTimestamp":1787769907,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 02:45 p.m. EDT on 2026-08-26Nasdaq 100.NDXTop PerformersPercent ChangeLumentum Holdings Inc.LITE.OQ+6.5%Datadog IncDDOG.OQ+2.9%Western Digital CorpWDC.OQ+2.8%Palantir Technologies Inc.PLTR.OQ+2.8%Fortinet, Inc.FTNT.OQ+2.8%Bottom PerformersPercent ChangeFerrovial N.V.FER.OQ-4.9%Nebius Group NVNBIS.OQ-3.5%Intuit Inc.INTU.OQ-3.3%Strategy IncMSTR.OQ-2.7%The Kraft Heinz CompanyKHC.OQ-2.6%The Nasdaq 100.NDXgained 17.40 points, or 0.06%, to 29,226.63 and recorded no new highs and no new lows. 52 stocks rose and 50 fell as advancing issues outnumbered decliners by a about a 1-to-1 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