Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

After reporting second-quarter fiscal 2026 results that beat Wall Street expectations on revenue and adjusted earnings, Lamb Weston shares still fell sharply as investors zeroed in on what management said comes next: continued discounting, unfavorable price/mix, and higher international manufacturing costs that could keep profitability under pressure into the back half of the year. Barron's+2Reuters+2

December 20, 2025 — Lamb Weston Holdings, Inc. is having the kind of week investors don’t put on a vision board. After reporting fiscal Q2 2026 results that beat Wall Street expectations on revenue and adjusted earnings, Lamb Weston stock still fell sharply as markets fixated on a tougher message: pricing pressure is still doing push-ups in the background, and the company’s reaffirmed full‑year outlook implies a more challenging second half than many had hoped. Reuters+2TradingView+2