Story thread · 2 reports / 2 sources

Optical stocks surge again as hedge funds revive AI momentum trade

hedgeweek.com · 2hShare

Optical component stocks are once again emerging as a favoured momentum trade as investors regain confidence in the scale of artificial intelligence spending by the world’s biggest technology companies, according to a report by Bloomberg.

First report: Market’s Momentum Darlings Resurface as Optical Stocks Take Off — bloomberg.com, 1d