The Story
News Summary
- Stewart Asset Management reported strong Q2 performance and highlighted a new stake in optical networking firm Lumentum Holdings.
- The fund cited robust AI infrastructure spending and multi-year data center demand driving an optical upgrade cycle, despite valuation concerns and customer concentration risks.
Explore US500 price history & advisor snapshot
These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.
Stored market data
US500 price history
7656.98
+14.20% over the displayed period
Advisor Snapshot
Unlock Member-Only Insights
Reserved for TradingNews24 members. Log in or create a free account to access market signals and exclusive tools.