Key Takeaways AI connectivity growth lifts both stocks, but LITE emerges as the stronger pick right now.Lumentum saw Q1 FY26 revenues up 58%, with over 60% from cloud and AI customers.MRVL's acquisitions and leverage raise concerns despite strong enterprise and carrier networking growth.Marvell Technology (MRVL) and Lumentum Holdings (LITE) are two prominent players in the AI connectivity space, offering semiconductor solutions that are crucial for networking in data centers and high performance computing i ...