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Buy these stocks to ride the next big AI wave — connectivity, analyst says

Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.

Buy these stocks to ride the next big AI wave — connectivity, analyst says

Published September 1, 2026 · Category: Finance

Overview

Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.

Source

Originally published at www.marketwatch.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.