Business
AI Stock Picks and Strategy
Deutsche Bank recommends Coherent and Lumentum as top picks for AI hardware. A BofA analyst predicts Microsoft's stock could rally another 20% due to its full-stack strategy and custom chips.
Coverage timeline — 2 articles
MarketWatch
A BofA analyst says Microsoft’s full-stack strategy and custom chips are driving superior AI economics.
2026-09-01 17:38 UTC
MarketWatch
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.
2026-09-01 17:47 UTC