JPMorgan analyst predicts traditional IT infrastructure and industrial tech will see a cyclical rebound, with top picks like Dell, Corning, Coherent, Arista, Cisco, and Amphenol poised for growth.

benefit from the artificial intelligence boom but from very different industries.

I recently explained why Coherent Corp. is one of my favorite semiconductor stocks thanks to its exposure to optical transceivers. But today, I want to talk about Cisco Systems Inc.

Macom Technology has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI stock surged this week.

COHR earnings call for the period ending September 30, 2024.

The legendary investor is moving his capital into two different emerging categories. One stock is already up big for him.

Wall Street is priming for a positive start on Friday after the major averages ended narrowly mixed in the previous session.