Tuesday, September 1, 2026
Financial News
Sep 1, 2026, 5:47 PMArtificial Intelligence

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

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

Editorial illustration for: Buy these stocks to ride the next big AI wave — connectivity, analyst says

Summary

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

Positives

  • The report adds a new data point to the technology market.
  • The development may create new product, research, or competitive opportunities.

Risks & concerns

  • The article may not provide enough evidence to validate every implication.
  • Execution, cost, adoption, regulation, or security could change the outcome.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/buy-these-stocks-to-ride-the-next-big-ai-wave-connectivity-analyst-says-196241b2?mod=mw_rss_topstories
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