$LUMN

Eminence Grey and Lumen Technologies (LUMN) have partnered to provide sovereign AI infrastructure for U.S. government agencies, enterprises, and AI innovators. The collaboration combines Eminence Grey's sovereign AI platform with Lumen's physical infrastructure and programmable network, offering secure connectivity from the edge to the cloud. The partnership aims to address the challenges of deploying AI on sensitive data while maintaining security, performance, and operational control.

Lumen Technologies, Inc. has filed a Form 25 notice with the SEC, indicating its intention to voluntarily delist from the New York Stock Exchange. The company, based in Monroe, Louisiana, has complied with the exchange's rules and SEC regulations for this withdrawal. The delisting is expected to occur on October 5, 2026, according to the filing.

Lumen Technologies plans to move its stock listing from NYSE to Nasdaq, stating the exchange better suits its tech-focused business. The transfer, expected on October 6, will not impact operations or shareholders. Lumen's stock will retain the ticker 'LUMN'.

Lumen Technologies, Inc. (LUMN) filed an SEC Form 8-K — Regulation FD Disclosure. Lumen Technologies Announces Intention to Transfer Stock Exchange Listing to Nasdaq DENVER, Sept. 25, 2026 – Lumen Technologies, Inc. (“Lumen,” “us,” “we,” or “our”) (NYSE: LUMN) today announced that its Board of Directors has approved the voluntary transfer of the listing of Lum

Midday trading saw gains in AI-related stocks like CoreWeave (+4%), Nebius (+5%), Lumentum (+8%), and Coherent (+6%). SpaceX (+5%) announced a Starship rocket test. Honeywell (+3%) reported strong orders. FTAI Aviation (+5%) approved a $500M share buyback. SK Hynix (+2%) and Intel (+5%) discussed potential U.S. chip manufacturing. J.B. Hunt (-13%) warned of lower Q3 earnings. Expedia (-1%) was downgraded by Morgan Stanley. Energy stocks fell with oil prices, including Diamondback Energy (-8%) an

Nvidia's $99B investment portfolio, reported at the end of its fiscal Q2, focuses on AI-related assets. It includes $47.7B in public equities, $47.9B in non-marketable securities, and $3.3B in equity-method investments. Key public holdings are Intel, SpaceX, and CoreWeave. Nvidia also invested in frontier AI labs like OpenAI and Anthropic. The portfolio targets AI infrastructure, including compute, optics, and networking. Retail investors can access public names like Coherent, CoreWeave, and Mar

Lumen Technologies (LUMN) shows strong bullish options activity, with a 2.4:1 call-to-put ratio on 44,713 contracts. The Sept 18, 2026 $7 call, already in-the-money, dominates volume. CFO Chris Stansbury highlighted strategic revenue growth and AI-related opportunities at a recent conference, likely driving the options flow. Technical indicators show mixed signals, with daily charts bullish and weekly charts bearish.

Lumentum Holdings (LITE) was a top-traded stock on ActivTrader in August, gaining 28.12% as investors focused on AI infrastructure. The company reported strong Q4 earnings with $1.006B revenue, up 109.3% YoY, and guidance for continued growth. Lumentum's optical technologies are in demand for AI data centers, positioning it as an AI infrastructure enabler.

Lumentum Holdings' stock rose 8% premarket after reporting strong Q4 results, with revenue doubling to $1.01B and EPS at $3.23. Coherent, Applied Optoelectronics, and POET also saw gains. Lumentum's guidance exceeded expectations. Coherent's earnings are due next. All four companies are key photonics suppliers for AI infrastructure.

The global optical transceiver market is growing due to AI-driven demand, strategic investments, and government policies. NVIDIA invested $2B in Lumentum, Marvell acquired Celestial AI for $5.5B, and companies like Applied Optoelectronics are expanding capacity. Key players include NVIDIA, Lumentum, Marvell, Celestial AI, and Applied Optoelectronics.