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Deutsche Bank Names Lumentum and Coherent Top AI Infrastructure Picks

Deutsche Bank logoDeutsche Bank
Sig1.35Sen+2.25Env0.00Soc0.00Gov0.00
Lumentum logoLumentum
Sig1.60Sen+3.20Env0.00Soc0.00Gov0.00
Coherent Corp. logoCoherent Corp.
Sig1.21Sen+5.48Env0.00Soc0.00Gov0.00

Deutsche Bank began covering hardware stocks tied to expanding AI infrastructure, naming Lumentum Holdings and Coherent as top picks. The bank’s analyst said rising AI adoption is increasing demand for computing capacity and may broaden opportunities beyond GPUs to CPUs and optical components, with both firms citing laser technologies and supply constraints. Deutsche Bank also gave Buy ratings to Arista Networks and Cisco.

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