Buy these stocks to ride the next big AI wave — connectivity, analyst says
Reported by MarketWatch · marketwatch.com · September 1, 2026
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $LITE +4.00%
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