This sector is joining memory stocks as the next frontier of the AI trade

Image for article This sector is joining memory stocks as the next frontier of the AI trade
News Source : Business Insider

News Summary

  • Optical tech is the next bottleneck in the AI trade, according to WyzeMind CEO Dinesh Tyagi.
  • Investors are betting big on optical tech, along with memory chips, as they look for opportunity within emerging AI bottlenecks.
  • Lumentum, Ciena, and Corning within the top 10 best year-to-date S&P 500 performers, more than doubling since the start of 2026.
  • The Corgi Lithography & Semiconductor Photonics ETF, which trades under the ticker EUV, was listed on May 6.
Memory chips have emerged as the hottest investing theme on Wall Street in 2026, but there might be another new frontier in the AI trade posed to fuel strong stock gains.

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