WEEX Labs: Nvidia's Strong Guidance Boosts AI Hardware Sector

Following Nvidia's Q2 fiscal 2027 earnings report, which showed a 106% year-over-year revenue increase and strong Q3 guidance, the AI hardware sector saw significant gains. WEEX TradFi reported that Lumentum (LITE) rose 10.16%, Arm (ARM) gained 8.19%, and Western Digital (WDC) increased 7.82%. WEEX Labs suggests the market is shifting focus from GPUs toward optical interconnects and storage, though it warns of potential volatility as expectations are realized.