Citi Says These 2 AI Infrastructure Framework Stocks Are Top Picks for 2025


AI has been driving the markets for the past two years, proving that the technology truly is a game changer – and for multiple games. AI has impacted cloud computing, networking services, content and graphic design – the list seems limitless.

While this is undoubtedly good for the economy, and it’s helped boost the stock market to record levels, it’s also driving gains for individual companies and their investors, even beyond the expected horizon of AI stocks.

Looking at the tech sector and its relation to AI, Citi’s Atif Malik, an analyst ranked in 7th spot amongst the thousands of Wall Street stock pros, highlights networking equipment as a segment that will keep on thriving over the coming year – and he bases his stance in part on the impact of AI.

“After strong outperformance by the networking equipment group, investors are looking for next areas of AI dislocations in networking. Following ‘stage 1’ of Ethernet networking, we move to ‘stage 2’ and ‘stage3’ where the acceleration of ASIC solutions drive the need for AI Infrastructure intra and inter server networking and data center interconnects (DCI),” Malik explained.

Malik isn’t just offering broad commentary — he has singled out two AI infrastructure framework stocks for closer attention, naming both as “top picks” for 2025. To gauge the broader sentiment, we ran both names through the TipRanks database to see how the rest of Wall Street views their prospects. Here are the details.

Coherent Corporation (COHR)

The first stock we’ll look at is Pennsylvania-based Coherent, a company with a solid reputation in several high technology fields. Coherent got its start in the semiconductor industry, as a maker of high-end optics and materials used in chip production, and later added a wide range of industrial-grade optoelectronic components, optical and laser subsystems for communications and industrial uses, and high-tech instrumentation. The company operates in all aspects of these fields, including research and development, manufacturing, sales and marketing, distribution, and service and support.

Coherent’s products, especially lasers, optoelectronics, and optical systems, are frequently used in a variety of high-tech sensor systems – they are found in visual scanners, in touch screens, in automotive LiDAR units, to name just a few. Sensors make much of modern automation possible, and that links them directly to AI technology. Cutting edge AI systems, designed to pull the strongest possible results from automation, is made possible by high-tech sensors – and is required to parse the data pulled in by the myriads of sensor tech systems in our digital world.



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