Photonics 'On Fire:' Companies & ETFs to Consider as AI Buildout Accelerates

from Schwab Network · host Schwab Network

As the AI infrastructure story presents new investment opportunities, Neena Mishra of Zacks Investment Research points to photonics companies as one of the largest. The space includes everything from photonics-centric stocks like Lumentum (LITE) and Coherent (COHR) to chipmakers with less exposure like Nvidia (NVDA) and Broadcom (AVGO). Neena highlights photonic ETF opportunities she sees.

Episode metadata supplied by the publisher feed · Published Aug 26, 2026

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Photonics 'On Fire:' Companies & ETFs to Consider as AI Buildout Accelerates

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