Meta's Hyperion AI data center campus in Louisiana is driving massive demand for optical fiber, estimated at 8 million miles to support its 5-gigawatt expansion. This shift from copper to fiber is due to copper's limitations at high speeds, with NVIDIA and others pushing for co-packaged optics in AI clusters. Fiber suppliers such as Corning, Lumentum, Coherent, and Applied Optoelectronics are benefiting from this surge, posting strong revenue growth and contracts, including Corning's $6 billion deal with Meta. Meanwhile, Broadcom leads in AI semiconductor chips but faces different market dynamics. The buildout highlights a profitable capital cycle in AI infrastructure beyond just chipmakers.
The Undercovered Dozen is a weekly series that spotlights 12 lesser-covered stocks with actionable investment ideas, including companies like i-80 Gold, Hercules Capital, and Aya Gold & Silver rated Buy or Strong Buy. The list features a mix of growt...
Optical stocks like Lumentum and Applied Optoelectronics are rising sharply due to their key role in AI infrastructure, with Lumentum up 4% and Applied Optoelectronics up 3%. Analysts highlight optics as a critical bottleneck in AI expansion, especia...
BlackBerry has transformed from a phone maker to a key player in automotive and industrial tech, powering 275 million vehicles and seeing its stock surge 146.5% in 2026. This reinvention contrasts with other companies like Corning, IBM, Nokia, and We...
