FinanceAsianet Newsable
COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally
in5points
Photonic stocks COHR, AAOI, LITE, and POET are rallying on Google capital expenditure increases.
Hyperscalers like Google are ramping up AI infrastructure spending, boosting investor interest.
The rally reflects market confidence in photonics as a key technology for AI data centers.
The article frames these stocks as beneficiaries of the broader AI investment trend.
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Asianet News Network
Rajeev Chandrasekhar / Jupiter Capital interests historically