Business

AI Investment Opportunities

Updated 2026-05-11 21:15 UTC 1 source Neutral

Investors are advised to capitalize on the growing connectivity needs of AI data centers, with Lumentum's stock performing well in this sector.

Coverage timeline — 3 articles

MarketWatch

Here’s the next AI ‘battleground’ — and how investors can get in on the action

Lumentum’s stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein.

2026-05-11 20:59 UTC

MarketWatch

Investors continue to underestimate AI. These are the next hot plays, says five-star manager

Alger Focus Equity Fund co-manager Patrick Kelly says investors should not lose sight of AI’s impact, with major secular trends in place.

2026-04-01 10:43 UTC

MarketWatch

Why prominent short-selling firm Muddy Waters is now targeting credit

Because the timing of labor market displacement is so uncertain, Muddy Waters recommends using derivative exposure to take a bearish view on corporate credit.

2026-04-01 10:52 UTC