LYTE.MI is trading at €6.40, up +4.01%, as analysts described optics as a critical bottleneck in AI infrastructure.
- Analysts cited capacity constraints and resilient AI spending.
- Bloomberg reported Marvell was in advanced talks to acquire Lumentum, a major ETF holding; Lumentum rose while Marvell fell after hours, creating mixed effects within the fund.
- The move is sector-specific; broad tech weakness is a countervailing risk. Trading volume data was unavailable.