AI Stocks Pressured In Early 2026 Test. Lumentum, Ciena Jump, Nvidia Edges Down

Core Viewpoint - Nvidia (NVDA) stock experienced an increase on Tuesday, contrasting with a broader sell-off in many data center infrastructure stocks, as investors consider the 2026 outlook for capital spending on artificial intelligence in light of upcoming tech earnings reports [1] Group 1: Company Performance - Nvidia (NVDA) shares rose on Tuesday, indicating positive investor sentiment amidst a general decline in the sector [1] - Lumentum Holdings (LITE) and Ciena (CIEN) also saw slight increases in their stock prices on the same day [1] Group 2: Market Trends - The overall market for data center infrastructure stocks faced a sell-off, with notable declines in companies such as Arista Networks (ANET), Amphenol (APH), Celestica (CLS), Credo Technology (CRDO), and Vertiv [1] - Investors are focusing on the future capital spending trends related to artificial intelligence, particularly looking ahead to 2026 [1]