The AI Boom Is Fueling an Unlikely Stock Rally—And 3 Companies Are Leading

Group 1 - Ciena Corp, Coherent Inc, and Lumentum Holdings Inc are analyzed for market performance and investment opportunities [1] - The analysis covers recent financial results, market trends, and competitive positioning of these companies [1] - Key metrics such as revenue growth, profit margins, and market share are highlighted to assess the companies' financial health [1] Group 2 - Ciena Corp reported a significant increase in revenue, driven by strong demand for its networking solutions [1] - Coherent Inc has shown resilience in its financial performance despite market challenges, focusing on innovation and product development [1] - Lumentum Holdings Inc is positioned well in the optical communications market, with a focus on expanding its product offerings and customer base [1]