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Buy these stocks to ride the next big AI wave — connectivity, analyst says

Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI.

Buy these stocks to ride the next big AI wave — connectivity, analyst says

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AI labs are facing an agent control problem

Under current systems, AI labs can no longer guarantee that AI agents won't swarm and escape their testing environments. Why it matters: The attack on Hugging Face by OpenAI agents was a warning shot — and researchers say better security controls alone won't prevent similar incidents as AI agents become more capable.

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