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Finance & Markets

Prediction: This Data Center Stock Will Be the AI Supercycle's Biggest Winner -- and It's Not a Household Name

The demand for optical networking components is poised to boom, and Lumentum is one of the best ways to capitalize on this lucrative niche.

We haven't written up this one. Motley Fool has the full story — the link below goes straight to it.

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Brent: Supply risks contrast softer prices – ING

ING strategists Ewa Manthey and Warren Patterson note ICE Brent and WTI started the week lower despite persistent supply risks and elevated speculative length. They highlight Saudi Aramco’s curtailed allocations after pipeline damage, tighter European crude markets, and strong bullish positioning.

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