BUZZ — Barclays upgrades Soitec to 'overweight' on AI — photonics opportunity
* Barclays upgrades Soitec to "overweight" from "equal weight" and raises its PT by 82% to €200, saying the French semiconductor-wafer maker is being reshaped by demand for AI data centre networking * Barclays expects photonics to move from a niche product to Soitec's largest revenue stream this year, seeing the compan