Finance1h ago
Buy these stocks to ride the next big AI wave — connectivity, analyst says
AI EXECUTIVE SUMMARY
Deutsche Bank has singled out Coherent and Lumentum as its top hardware picks for investors looking to benefit from the AI boom. The bank rates these shares as its highest conviction among technology hardware firms. The recommendation highlights the perceived importance of AI‑related hardware in driving future growth.
WHY IT MATTERS
The endorsement signals that hardware companies supplying components critical to AI infrastructure are viewed as attractive investment opportunities, potentially shaping market sentiment and capital flows.
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.
This story was originally reported by MarketWatch. As an automated real-time news aggregator, NewsToolBar provides multi-perspective indexing and AI summarization while directing full readership directly to primary publisher sources.
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