BELLINGS

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.

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

BELLINGS Intelligence Score: 8

Why it matters

This is routine market commentary recommending specific stocks based on an analyst's view of the AI sector, which is common and does not materially affect credit markets or financing conditions.

Sources