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Ivana Delevska: Optics stocks surge as AI sector draws analyst attention

Ivana Delevska: Optics stocks surge as AI sector draws analyst attention
Optics stocks jump on AI analyst moves

Ivana Delevska, founder / CIO at SPEAR Invest, reports that optics and broader networking stocks are currently among the most attractive segments within the AI value chain.

She notes that several optics stocks are up approximately 5–10% today, with new coverage initiated by Bernstein, target price increases from Citi, and Jefferies' Asia team releasing relevant analysis.

Delevska has recently highlighted AVGO's focus on closed AI models, noting CEO Hock Tan's comparisons between the economics of open and frontier models in a previous analysis. She also reported Meta's Muse AI service surpassed 500,000 users in its first week, with increased engagement affecting hardware demand, according to recent commentary. These observations contribute to her broader assessment of trends within the AI sector.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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