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Lumentum Holdings’ LITE strengthening liquidity position is improving financial stability and making its long-term growth outlook safer as booming AI-networking demand boosts cash generation, profitability and financial flexibility. During the third quarter of fiscal 2026, the company increased total cash, cash equivalents and short-term investments to roughly $3.17 billion, supported by strong operating cash flow and major financing initiatives. This stronger balance sheet is allowing Lumentum to aggressively expand manufacturing capacity, invest in advanced optical technologies and support rising demand for hyperscale AI infrastructure.

The improving liquidity profile is also being supported by stronger cash generation. The company’s operating cash flow improved sharply to $388.4 million in the first nine months of fiscal 2026, reflecting strong operating leverage, expanding operating margins and accelerating shipments of AI-focused optical products.

Importantly, Lumentum is deploying its liquidity strength toward long-term capacity expansion. The company recently expanded its manufacturing footprint through a new indium phosphide facility in North Carolina and additional production investments in Thailand. These initiatives should help LITE address growing AI-related demand while improving supply-chain resilience and revenue visibility.

Strategic partnerships are further strengthening long-term opportunities. Lumentum’s collaboration with NVIDIA and its growing exposure to co-packaged optics, optical circuit switching and AI data-center interconnect technologies position the company well for sustained long-term expansion. Although macroeconomic risks, tariffs and high capital expenditures remain concerns, Lumentum’s strong liquidity supports growth expansion.

Supporting this optimism, analysts’ revenue forecasts remain exceptionally strong. The Zacks Consensus Estimate projects annual revenue growth rates of 82.03% and 84.76% for fiscal 2026 and 2027, respectively.

How LITE’s Rivals Maintain Strong Liquidity for Future Growth

Coherent Corp. COHR is strengthening liquidity through disciplined cost controls, AI-driven optical networking demand and improved cash generation, directly challenging Lumentum. COHR benefits from diversified photonics exposure and strong hyperscaler demand, while also focusing on balance-sheet flexibility through restructuring initiatives. However, COHR faces integration and margin pressures from acquisitions.

Applied Optoelectronics AAOI is improving liquidity through rising AI transceiver demand, debt management and expanding cloud-data-center partnerships, placing it in closer competition with Lumentum. AAOI gains an advantage from focused optical transceiver specialization and faster AI-related revenue momentum. Still, AAOI remains vulnerable to customer concentration risks and earnings volatility.

Story Continues

LITE’s Share Price Performance, Valuation & Estimates

Lumentum’s shares have surged 164.5% in the past six months, significantly outperforming the Zacks Computer and Technology sector’s 14.4% gain and the Zacks Communication – Components industry’s 99.4% rise.

LITE’s Price PerformanceZacks Investment Research

Image Source: Zacks Investment Research

LITE’s valuation remains stretched, as reflected by its forward 12-month P/S ratio of 12.8X versus the sector’s 6.39X. LITE carries a Value Score of F.

LITE’s ValuationZacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for LITE’s fiscal 2027 earnings is pegged at $17.68 per share, up 3 cents over the past 30 days and indicating strong year-over-year growth of 115.37%.

Lumentum Holdings Inc. Price and ConsensusLumentum Holdings Inc. Price and Consensus

Lumentum Holdings Inc. price-consensus-chart | Lumentum Holdings Inc. Quote

Lumentum flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

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J.P. Morgan reiterates Overweight ratings on Coherent and Lumentum stocks in a research note Thursday.

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Optical and photonics products are in tremendous demand for serving global cloud and artificial intelligence (AI)/machine learning (ML) infrastructure. Large AI models require millions of graphical processing units (GPUs) working in tandem.

As a result, the ecosystem witnesses massive growth in data throughput (as high as 400 Gbps and 800 Gbps). The traditional copper wiring is unable to carry these extremely high-speed data packets properly, as it generates excessive heat slowing down the entire AI compute clusters.

The photonics technology solves this problem transmitting data at the speed of light through fiber optic network. Photonics enables high-speed, low-latency, and energy-efficient data transfer without overheating.

Here, we recommend investors keep a close watch on five photonics developers that have skyrocketed year to date. Industry-leading products of these companies and the unstoppable growth of AI-powered data centers make these stocks attractive investment opportunities for the long term.

These are: Corning Inc. GLW, Lumentum Holdings Inc. LITE, Coherent Corp. COHR, MACOM Technology Solutions Holdings Inc. MTSI and Marvell Technology Inc. MRVL.

The chart below shows the price performance of our five picks year to date.Zacks Investment Research

Image Source: Zacks Investment Research

Corning Inc.

Corning continues to strengthen its competitive position through innovation across optical connectivity, advanced glass and semiconductor applications. GLW recently launched Gorilla Glass Ceramic 3 and continues to see opportunities for advanced optics products tied to AI-driven data center build-outs and semiconductor manufacturing demand.

Corning is also expanding its GenAI optical portfolio with multicore fiber and high-density connectivity solutions that improve network capacity and reduce installation complexity. GLW develops a wide range of photonics products, including optical fibers, high-performance cables, and specialty optical materials that serve as the backbone for AI data centers.

GLW also announced a long-term partnership with NVIDIA Corp. (NVDA) to expand U.S.-based optical connectivity manufacturing capacity by 10 times and increase domestic fiber production capacity by more than 50%. GLW upgraded and extended its Springboard plan through 2030 and expects its new Photonics Market-Access Platform to build a $10 billion revenue stream by 2030. GLW currently carries a Zacks Rank #3 (Hold).

Corning has an expected revenue and earnings growth rate of 13.9% and 26.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year's earnings has improved 1.9% in the last 60 days.

Story Continues

Lumentum Holdings Inc.

Lumentum designs and manufactures optical and photonic technologies for high-speed telecommunications, data centers, and advanced manufacturing. LITE provides innovative optical and photonic products that power global communications, cloud computing, and advanced AI infrastructure.

LITE's technology leadership in high-speed optical components has positioned it as an essential supplier to hyperscale customers deploying next-generation network architectures. LITE has a strong collaboration with NVIDIA for developing NVDA's silicon photonics ecosystem, especially for deploying the latter's Spectrum-X Photonics networking switches.

LITE currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.

Lumentum has an expected revenue and earnings growth rate of 84.8% and more than 100%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for next year's earnings has improved 0.2% in the last 30 days.

Coherent Corp.

Coherent sits at the center of the AI optics buildout, with strong demand visibility supported by long-term agreements. Mix should improve as higher-value pluggables ramp and as the shift to larger indium phosphide wafers lowers unit costs, positioning margins to expand.

COHR is positioned at the heart of the AI datacenter build-out, which has driven sustained strength in Datacenter and Communications. COHR provides highly scalable datacom transceivers, Co-Packaged Optics solutions, and high-speed VCSELs engineered to boost data center bandwidth.

COHR and NVIDIA entered into a strategic partnership focusing on next-generation optical technology and silicon photonics for AI data centers. NVDA will invest $2 billion in COHR for a multiyear agreement up to 2030. COHR currently carries a Zacks Rank #3.

Coherent has an expected revenue and earnings growth rate of 34.4% and 47.6%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for next year's earnings has improved 0.2% in the last 30 days.

MACOM Technology Solutions Holdings Inc.

MACOM Technology is seeing demand across AI Data Center, Industrial and Defense, and Telecom, supported by higher optical bandwidth needs, defense electronics content, and ongoing 5G and satellite programs. MTSI currently sports a Zacks Rank #1.

AI-powered data center has been MTSI's fastest-growing business segment over the past few quarters. MTSI designs and manufactures photonic semiconductor products including high-speed lasers, photodetectors, and RF-over-fiber systems built for AI data centers, 5G wireless networks, and aerospace/defense applications.

MACOM has an expected revenue and earnings growth rate of 29.5% and 42.1%, respectively, for the current year (ending September 2026). The Zacks Consensus Estimate for the current year's earnings has improved 2.7% in the last 30 days.

Marvell Technology Inc.

Marvell is benefiting from AI-led demand across the data center end market, with custom silicon, interconnect, switching and optics driving record revenues. MRVL's custom silicon strategy continues to benefit from hyperscaler demand for differentiated XPU and XPU-attach solutions. The company has highlighted more than 20 multi-generational socket wins and a broad design pipeline, which supports a longer runway than a single product cycle.

The expanded partnership with NVIDIA extends beyond a customer relationship and ties MRVL's roadmap more directly to next-generation AI system architecture. The collaboration spans optics, NVLink Fusion integration and AI-RAN, widening the set of platforms where Marvell silicon can be pulled through. MRVL currently carries aZacks Rank #3.

During the first quarter of fiscal 2027, Marvell issued $2 billion of Series A Convertible Preferred Stock to NVIDIA, signaling strategic alignment and supporting investment in scale-up connectivity and custom platforms. Over time, this relationship can improve program access, shorten adoption cycles and broaden MRVL's addressable opportunities across AI infrastructure builds.

Marvell has an expected revenue and earnings growth rate of 38.2% and 41.2%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 5.5% in the last 30 days.

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Applied Optoelectronics AAOI is trading at a premium, meaning investors are willing to pay more for the stock. Based on a forward 12-month Price/Sales (P/S), AAOI trades at 8.71x, compared with the Zacks Computer and Technology sector’s 6.62x. It also appears to be highly overvalued relative to peers in the sector, such as Microchip Technology MCHP and Fabrinet FN. Microchip and Fabrinet’s forward sales sit at 7.76X and 3.68X, respectively. Applied Optoelectronics has a Value Score of F.

AAOI Stock Looks PriceyZacks Investment Research

Image Source: Zacks Investment Research

Shares of Applied Optoelectronics have surged 367% year to date, significantly outperforming both the broader sector and the sectoral players like Microchip Technology and Fabrinet. The company is benefiting from the rapid growth of artificial intelligence infrastructure, with AI-driven data center expansion boosting demand for its high-speed transceivers.

YTD Price Performance ComparisonZacks Investment Research

Image Source: Zacks Investment Research

The growth outlook remains attractive. However, has the stock appreciated too much in too short a period? Is Applied Optoelectronics justified in commanding its current valuation premium, or does the recent rally suggest that investors should consider booking some gains? Let's examine the situation more closely.

AI Boom Supporting AAOI’s Phenomenal Price Surge

Applied Optoelectronics is benefiting from increasing demand for its 400G and 800G offerings as enterprises around the world shift from conventional data centers to AI-centric infrastructure. AI-powered data centers require sophisticated networking capabilities and high-speed optical interconnect solutions to support substantially larger workloads, making them critical for next-generation computing architectures.

The rapid growth of AI is also driving the adoption of higher-speed networking standards, including 400G, 800G and eventually 1.6T optical modules. Compared with traditional cloud computing environments, AI training clusters demand significantly greater bandwidth, prompting data center operators to modernize their networking infrastructure. To address these evolving requirements, Applied Optoelectronics has been broadening its product portfolio, positioning itself to capitalize on rising investments from major cloud and AI customers. Additionally, the company’s vertically integrated manufacturing approach may strengthen its ability to satisfy growing demand while preserving cost efficiency.

In addition to direct product revenues, the expansion of AI applications is fueling a broader data center growth cycle, creating long-term opportunities for Applied Optoelectronics. As enterprises and cloud service providers deploy larger AI models and support increasing inference workloads, they need to build more interconnected data center capacity, driving demand for optical networking solutions across the ecosystem. Should AI-related capital spending remain robust in the years ahead, Applied Optoelectronics may benefit from sustained demand growth, greater revenue visibility and enhanced opportunities to strengthen relationships with leading technology companies making substantial investments in AI infrastructure.

Story Continues

Deal With Mediacom: Another Positive

Earlier this year, Applied Optoelectronics announced a collaboration with Mediacom to support the acceleration and continued expansion of its fiber and coaxial network infrastructure.

Mediacom, the fifth-largest cable operator in the United States, provides high-speed Internet, video, phone and mobile services to more than 3 million residential and business customers across 22 states. The agreement is likely to strengthen Applied Optoelectronics’ position in the broadband infrastructure market by expanding the adoption of its DOCSIS 4.0-related products among major North American cable operators.

Growth Opportunity for AAOI Is Real, But So Are the Risks

Applied Optoelectronics is facing stiff competition from Lumentum LITE and Coherent COHR in the optical networking market. Coherent and Lumentum’s partnerships with NVIDIA pose a significant threat to AAOI. In March, Coherent and NVIDIA announced a multi-year strategic agreement to develop advanced optical technologies used in AI data centers. Also, NVIDIA has announced a multi-year strategic partnership with Lumentum to develop advanced optical technologies used in AI data centers.

Applied Optoelectronics’ earnings outpaced the Zacks Consensus Estimate in two of the last four quarters and missed the mark in the other two. The average miss is 9.6%.

Applied Optoelectronics Price and EPS SurpriseApplied Optoelectronics, Inc. Price and EPS Surprise

Applied Optoelectronics, Inc. price-eps-surprise | Applied Optoelectronics, Inc. Quote

How to Play Applied Optoelectronics Stock Now

Applied Optoelectronics’ prospects are aided by its strong portfolio. Vertical integration and expanding U.S. manufacturing de-risk supply, costs and policy exposure. However, its valuation picture is far from encouraging. Its earnings surprise history and stiff competition add to the list of concerns.

It seems that expectations are already embedded in the stock price. Investors are effectively valuing Applied Optoelectronics based on what the business could become in the future, driven by AI-led opportunities, rather than what it is today. For that valuation to hold, the company will likely need to execute almost flawlessly and capitalize on the AI infrastructure buildout without major delays.

Given the stock's extraordinary run and the significant gap between current fundamentals and future expectations, the risk-reward profile appears unfavorable at current levels.

As a result, we believe that existing investors should retain AAOI stock for now. New investors may prefer waiting for a better entry point. Applied Optoelectronics stock currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Coherent Corp. (COHR) : Free Stock Analysis Report

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Quick Read

AAOI has surged 367% year to date while LITE posted record $808 million in revenue, both fueled by explosive AI datacenter demand. NVDA invested $2 billion in COHR, deepening a partnership on laser and optical networking products as AI infrastructure scales rapidly. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Optoelectronics didn't make the cut. Grab the names FREE today.

Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to $174, while Lumentum (NASDAQ:LITE) shares are up 5% to $859 and Coherent (NYSE:COHR) stock is trading 2% higher near $363.luchschenF / Shutterstock.com

The move comes after a choppy stretch for the group. All three names had pulled back sharply over the prior several sessions before today's bounce, so investors are watching whether buyers can defend recent levels.

What's striking is the underlying trend behind today's intraday gains. AAOI is up 416% year to date, while LITE has gained 139% year to date and COHR has climbed 101% year to date.

AI Data-Center Demand Powers the Optics Trade

The catalyst is thematic rather than company-specific. As AI clusters scale, optical interconnects and high-speed transceivers become critical infrastructure for moving massive amounts of data between AI chips and across data centers. That has turned this group into one of the most leveraged ways to play hyperscaler capex.

Applied Optoelectronics is squarely in the middle of that story. The company posted Q1 2026 revenue of $151.14 million, up 51% year over year, with the datacenter segment more than doubling to $81.4 million on its first volume shipment of 800G transceivers to a large hyperscale customer. CEO Thompson Lin pointed to "strong customer engagement around our 800G transceivers and 1.6 Tb products, particularly as AI-driven datacenter investments accelerate."

Lumentum's setup looks similar. The company reported Q3 FY2026 revenue of $808.4 million, up 90% year over year, with co-packaged optics and optical circuit switch backlog already topping $400 million. CEO Michael Hurlston said, "Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million."

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Optoelectronics didn't make the cut. Grab the names FREE today.

Story Continues

NVIDIA Halo Lifts Coherent

Coherent rounds out the trade, and it now sits at the intersection of the photonics buildout and the NVIDIA (NASDAQ:NVDA) ecosystem. The company posted Q3 FY2026 revenue of $1.81 billion, up 21% year over year, with the Datacenter & Communications segment up 41% to $1.36 billion, now 75% of revenue.

The bigger story is strategic. NVIDIA invested $2 billion in Coherent, deepening a partnership on laser and optical networking products. CEO Jim Anderson framed it confidently, declaring, "As AI datacenter infrastructure continues to scale, we are rapidly expanding capacity to meet demand."

The Group Trades as One

Today's tape underscores how tightly correlated this basket has become. When sentiment around hyperscaler spending firms up, the optics names tend to move together, and when it softens, the pullbacks are equally sharp. Today's intraday moves illustrate just how leveraged these stocks are to the AI capex cycle.

The valuation backdrop reflects that enthusiasm. Coherent trades at a forward P/E ratio of 51x, with an analyst target price of $380.62 and a beta of 2.05. That kind of multiple leaves little room for execution stumbles.

What to Watch Into the Close

The first read is whether today's gains hold into the close, or whether the group fades again the way it did earlier this month. Trading volumes and the behavior of the broader semiconductor complex into the bell should tell the story.

Beyond today, the next anticipated catalysts are hyperscaler capex updates and any incremental NVIDIA-related news flow tied to next-generation networking. Earnings from Applied Optoelectronics, Lumentum, and Coherent will then sharpen the picture on 800G ramp velocity, co-packaged optics adoption, and capacity expansion timelines.

These remain high-beta, momentum-driven names, and investors sizing their positions should remember that big up days can both follow and precede sharp pullbacks. The AI optics thesis is intact, but the path is rarely a straight line.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Optoelectronics didn't make the cut. Grab the names FREE today.

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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.

The Morning Bull - US Market Morning Update Wednesday, Jun, 10 2026

US stock futures are pointing slightly higher this morning, with key contracts on the S&P 500 and Nasdaq up around 0.2% to 0.7%, as investors weigh cooler US inflation expectations against a climb in government bond yields. The US 10 year yield is around 4.57%, which means borrowing costs across mortgages, credit cards, and business loans remain relatively high. At the same time, one year ahead US consumer inflation expectations sit at 3.5%, suggesting households see price pressures easing. The puzzle for investors is whether this mix keeps pressure on interest rate sensitive areas like real estate and utilities while growth oriented sectors such as technology and smaller companies stay in focus.

With inflation expectations easing but borrowing costs still elevated, focus on 63 resilient stocks with low risk scores to stay selective.

Top Movers

Credicorp (BAP) surged 9.29%. Amphenol (APH) jumped 7.29% after a Barclays price target increase tied to AI growth expectations. Rocket Companies (RKT) gained 6.72% following news around a proposed private offering and funding plans.

Is Rocket Companies still a smart investment or just hype? Read our most popular narrative and get all the answers you need.BAP 1-Year Stock Price Chart

Top Losers

Coherent (COHR) declined 11.44% after commentary comparing its valuation to other optical component peers. IonQ (IONQ) fell 9.73% following recent earnings and continued pressure on quantum computing stocks. IREN (IREN) declined 8.73% despite earlier optimism around its Australian data center plans.

If you want to see how other stocks with similar risk profiles are trading after moves like these, turn to 63 resilient stocks with low risk scores.

Look past the noise - uncover the top narrative that explains what truly matters for Coherent's long-term success.COHR 1-Year Stock Price Chart

On The Radar

Earnings from large software and housing companies sit alongside ongoing US inflation data focus over the next few sessions.

US Inflation Data Focus: Upcoming CPI and PPI readings this week keep attention on how inflation trends align with Fed policy. Oracle (ORCL): Q4 2026 results on Wednesday will spotlight cloud demand trends and any commentary on enterprise IT spending. Adobe (ADBE): Q2 2026 earnings on Thursday will highlight subscription growth and how customers are adopting new AI related tools. Lennar (LEN): Q2 2026 report on Thursday will give a closer look at US housing demand and pricing with higher mortgage costs.

Story Continues

Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!

Find Tomorrow's Top Performers

When markets feel noisy, it helps to have a shortlist built on quality and resilience, and spots on it do not stay open for long, so zero in on solid balance sheet and fundamentals stocks screener (46 results) for companies that pair sturdy finances with timely potential.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Die Aktien von Lumentum Holdings sind im letzten Monat um 14,9% gefallen und unterperformten damit das breitere Zacks-Computer- und Technologie-Sektor. Der Rückgang spiegelt die Besorgnis der Investoren wider, die sich Sorgen machen über Engpässe in der Lieferkette, Risiken bei der aggressiven Kapazitätsausweitung im Bereich künstliche Intelligenz sowie Schwäche in den nicht-AI-gesteuerten Geschäften trotz starken Quartalsergebnisses. Investoren bleiben vorsichtig wegen des hohen Investitionsaufwands für AI-Infrastruktur, steigender Lagerbestände und großflächiger Fertigungsexpansion, die kurzfristige Profitabilität und Ausführung beeinträchtigen könnten. Darüber hinaus bleibt die Weichheit in der Industrie für Laser und Kabelzugang weiterhin ein Problem, was die Abhängigkeit des Unternehmens von AI-gesteuerten Wachstumsfaktoren verstärkt.

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Amazon-Investitionen helfen Corning, seine Produktionsstätten in North Carolina auszubauen und 1.000 Arbeitsplätze zu schaffen

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Lumentum Holdings' Wachstumsaussichten für das laufende Quartal verstärken sich, da die nach wie vor ansteigende Nachfrage nach AI-Infrastruktur weiterhin den Umsatzanstieg, die Margenverbesserung und langfristige Geschäftschancen antreibt. Das Unternehmen hat seine Vorhersage für das laufende Quartal im Rahmen der laufenden Fiskalperiode aufgrund der beschleunigten Nachfrage in allen Cloud-Netzwerken, optischen Verbindungen und Hyperscale-Datencenter-Infrastrukturmärkten angepasst. Lumentum erwartet für das laufende Quartal Umsätze zwischen 960 Millionen und 1,01 Milliarden US-Dollar, getrieben durch den starken Schwung in Cloud-Transceivern, Laserchips und skalierbaren Netzwerkprodukten.

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Amazon's Investitionen werden Corning helfen, seine Produktionsstätten in North Carolina auszubauen und 1.000 Arbeitsplätze zu schaffen