Deutsche Bank names LITE and COHR as AI hardware picks
Deutsche Bank names Lumentum Holdings (LITE) and Coherent (COHR) as its highest-conviction AI hardware picks, arguing for lasers and optical connectivity beyond GPUs.
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Deutsche Bank names Lumentum and Coherent top AI hardware picks
Deutsche Bank started coverage of AI-infrastructure hardware stocks, citing rising demand for computing capacity. Lumentum Holdings (LITE) and Coherent (COHR) were flagged as its top picks.