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LITE-News
LITE-Events
Lumentum Shares Rise 8.39% to $819.60
Moderately bullish activity in Lumentum (LITE), with shares up $63.43, or 8.39%, near $819.60. Options volume roughly in line with average with 49k contracts traded and calls leading puts for a put/call ratio of 0.64, compared to a typical level near 0.78. Implied volatility (IV30) is higher by 1.2 points near 82.01,and below the 52wk median, suggesting an expected daily move of $42.34. Put-call skew flattened, suggesting a modestly bullish tone.Looking ahead: Lumentum (LITE) will report earnings after the close on 2026-11-05.Option markets are pricing in a 50% probability of a move greater than 12.47% or $102.18.
Comfort Systems USA Gains $80.78
Notable gainers among liquid option names this morning include Comfort Systems USA (FIX) $1241.64 +80.78, Tesla (TSLA) $393.90 +21.68, Lumentum (LITE) $796.80 +40.63, Dow Chemical (DOW) $34.08 +1.47, and Lululemon (LULU) $103.47 +4.46.
Nasdaq Falls 0.4%, WTI Crude Rises to $93
Escalating geopolitical tensions and a more wobbly AI trade was the story of the day on Monday, with Tech-heavy Nasdaq Composite following 0.4% and S&P 500 finishing the day down by a decimal.WTI crude oil was up for the third consecutive day, rising above $93 per barrel as attack on a Saudi airport by Iran-backed Houthi militia - followed by a strong rebuke of the strike from the White House - threatened to draw the US into the Saudi-Yemen conflict and further destabilize the Middle East. Energy was the best-performing sector in the S&P 500, followed closely by Consumer Staples stocks.Technology was the worst performing area of the market, as the basket of stocks most closely associated with the AI buildout drove the retreat. Communication Equipment and Semiconductor Equipment and Materials saw outsized selling, with stocks like Ciena, Lumentum, Corning, and Sandiskregistering some of the biggest daily declines in the S&P 500 on Monday.In the opening hour of the evening session, index futures are slightly lower, with S&P e-minis down by a decimal and the Nasdaq 100 contract off by 0.2%. Q3 earnings season kicks off on Tuesday with high-profile earnings from large financials, including JPMorgan Chaseand Goldman Sachs.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Nurix Therapeuticsup 4.1%ALSO HIGHER -Navitas Semiconductorup 4.3% after announcing a partnership with Nvidia on power delivery boardFormFactorup 3.6% after announcing a $300M investment from TeraDyneImmuCellup 2.2% after Q3 revenue pre-announcementLOWER -Syndax Pharmaceuticalsdown 19.4% after idiopathic pulmonary fibrosis study did not meet endpointSix Flags Entertainmentdown 11.9% after report of rollercoaster fatality in Georgia
Trump Says U.S. Will Not Strike Iran, Oil Pulls Back
Bets on a solid earnings season sent stocks to within striking distance of their all-time highs and oil pulled back as President Trump said that the U.S. will not resume military strikes against Iran before the November midterm elections. In addition, Trump said late in the session that Russian leader Vladimir Putin had agreed to release diesel supplies into the global market.The corporate earnings test begins next week, with reports due from JPMorgan, Bank of America, Citigroup, Johnson & Johnson, and UnitedHealth.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXwill acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band as part of efforts to help Starlink Mobile become a "major mobile carrier" in the U.S.Humanashares jumped while Alignment Healthcareslipped after the Centers for Medicare & Medicaid Services published its 2027 Medicare Part C and Part D Star RatingsDeltareported mixed Q3 results and cut its FY26 earnings outlookApplehas asked some of its suppliers to cut production of components for its iPhone 18 Pro and iPhone 18 Pro Max, Nikkei Asia reportsLumentumCEO Michael Hurlston said the company has "completely sold out" in its optoelectronics parts through nearly 2029, Bloomberg reports2. WALL STREET CALLS:Scotiabank upgraded Webullto Outperform on valuationPershing Squaredowngraded to Sell at Citi after share rallyMonness upgraded Elasticto Buy on agentic AI trendsAlignment Healthcaredowngraded to Neutral at BofAOppenheimer upgraded Fastlyto Outperform on solid industry checks, agentic AI opportunity3. AROUND THE WEB:Hunterbrook is short Meta, saying data show that Muse downloads are slowingCable Oneis close to closing a $1.25B first-lien financing deal, WSJ reportsSouthwestis leaning toward Boeing's787 Dreamliner as its first widebody aircraft to support potential long-haul international expansion, though no final decision has been made and approval rests with the board, Reuters reportsChina-made Teslavehicles were up 5% from a year ago in September, an increase from a 3.6% gain in August, Reuters saysCarlyleis no longer actively pursuing a deal to acquire international assets of Lukoil, Reuters reports4. MOVERS:Quantum-Sigained after announcing it demonstrated detection of 19 amino acids in its Proteus development programGinkgo Bioworksrose after announcing it will provide autonomous lab access to NSF X-Labs researchersModernasurged after the New York Times reported that that NIH is making a big bet on a public-private partnership over cancer vaccinesBrookdale Senior Livingwas lower after announcing occupancy for SeptemberJoby Aviationfell after Barclays downgraded the stock to Underweight5. EARNINGS/GUIDANCE:Braema Hotels & Resortsprovided guidance for FY27Park Aerospacereported Q2 results, with EPS and revenue higher year-over-yearOil-Dri Corporation of Americareported Q4 results, with Daniel Jaffee commenting the company reported its "strongest full year sales" in its historyJPMorganto report Q3 results on October 13Johnson & Johnsonto report Q3 results on October 13INDEXES:The Dow rose 423.31, or 0.83%, to 51,654.95, the Nasdaq gained 172.83, or 0.64%, to 27,366.17, and the S&P 500 advanced 46.18, or 0.59%, to 7,811.54.
Tech Stock Rebound Boosts Major Averages
The major averages were broadly higher near noon as a rebound in tech stocks helps Wall Street bounce back. The major indexes are still on track for weekly gains, despite two consecutive sessions of losses for the S&P 500 and Nasdaq. The 10-year Treasury yield is holding around 5.27%, below Wednesday's 24-year high of 5.36%. Meanwhile, President Donald Trump said that the U.S. will not resume military strikes against Iran before the November midterm elections, citing productive discussions with Tehran, helping to calm the oil market.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXwill acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band as part of efforts to help Starlink Mobile become a "major mobile carrier" in the U.S.Humanashares jumped while Alignment Healthcareslipped after the Centers for Medicare & Medicaid Services published its 2027 Medicare Part C and Part D Star RatingsDeltareported mixed Q3 results and cut its FY26 earnings outlookApplehas asked some of its suppliers to cut production of components for its iPhone 18 Pro and iPhone 18 Pro Max, Nikkei Asia reportsLumentumCEO Michael Hurlston said the company has "completely sold out" in its optoelectronics parts through nearly 2029, Bloomberg reports2. WALL STREET CALLS:Scotiabank upgraded Webullto Outperform on valuationPershing Squaredowngraded to Sell at Citi after share rallyMonness upgraded Elasticto Buy on agentic AI trendsAlignment Healthcaredowngraded to Neutral at BofAOppenheimer upgraded Fastlyto Outperform on solid industry checks, agentic AI opportunity3. AROUND THE WEB:Southwestis leaning toward Boeing's787 Dreamliner as its first widebody aircraft to support potential long-haul international expansion, though no final decision has been made and approval rests with the board, Reuters reportsChina-made Teslavehicles were up 5% from a year ago in September, an increase from a 3.6% gain in August, Reuters saysNvidiaconsidered a last-minute OpenRouter bid, telling its leadership it was prepared to make a generous offer, but OpenRouter didn't want to wait, The Information reportsSources detail MetaCEO Mark Zuckerberg's decision to launch Muse despite safety concerns, including an unauthorized password change, after seeing that AI startup Instinct's similar agent product gained traction, NY Times saysCarlyleis no longer actively pursuing a deal to acquire international assets of Lukoil, Reuters reports4. MOVERS:Quantum-Sigains after announcing it demonstrated detection of 19 amino acids in its Proteus development programGinkgo Bioworksrises after announcing it will provide autonomous lab access to NSF X-Labs researchersTevahigher in New York after announcing the FDA approved WeltruzaBrookdale Senior Livinglower after announcing occupancy for SeptemberJoby Aviationfalls after Barclays downgraded the stock to Underweight5. EARNINGS/GUIDANCE:Braema Hotels & Resortsprovided guidance for FY27Park Aerospacereported Q2 results, with EPS and revenue higher year-over-yearOil-Dri Corporation of Americareported Q4 results, with Daniel Jaffee commenting the company reported its "strongest full year sales" in its historyJPMorganto report Q3 results on October 13Johnson & Johnsonto report Q3 results on October 13INDEXES:Near midday, the Dow was up 289.63, or 0.57%, to 51,521.27, the Nasdaq was up 151.83, or 0.56%, to 27,345.17, and the S&P 500 was up 36.74, or 0.47%, to 7,802.10.
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