Business

Stock Market Sentiment Shifts

Updated 2026-07-20 21:10 UTC 1 source Neutral

Barclays has turned bullish on Lumentum’s stock, reversing a period of underperformance. Meanwhile, Wall Street remains divided on the future of the AI-driven market.

Coverage timeline — 2 articles
MarketWatch
Three years into the AI trade, Wall Street is no closer to agreeing about whether it’s a bubble, how much longer it can keep going or what might ultimately end it.
2026-07-20 20:55 UTC
MarketWatch
A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector.
2026-07-20 21:05 UTC
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