The Next Tech Boom Is Optics (3 Stocks to Buy Now) Hosted by Bridget BennettJune 25, 2026Add As Preferred SourceShareShareShare This VideoLink copied to clipboard. Play video for The Next Tech Boom Is Optics (3 Stocks to Buy Now)DetailsGuestsThe AI data center build out is approaching a trillion dollars in infrastructure spending — and most investors are focused on the same handful of names. Lucas Downey from TradeSmith breaks down the fifth and final layer of the AI data center stack that almost nobody is talking about yet: optics and networking connectivity. He covers three stocks with multi-year hyperscaler deals already locked in and earnings that keep blowing past analyst expectations.Get the Offer Read The AI Boom Has a Second Act—And It's Playing Out in OpticsBridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Lucas Downey, GuestEditor, TradeSmithLucas Downey is the editor of Quantum Edge Pro, TradeSmith Investment Report, Alpha Signals by TradeSmith, and Signals.Prior to joining TradeSmith, Lucas spent more than eight years on Wall Street handling institutional stock, ETF, and derivative trading. He began his career as a clerk for the derivatives desk at Cantor Fitzgerald in 2007. Within a few years, he started his own business there and led ETF sales. Lucas then joined Jefferies in 2013 to build out the company’s ETF business. He is co-founder of MoneyFlows.com. Lucas’s work has been featured at Bloomberg, YahooFinance, Investopedia, Schwab, and other wide-reaching financial outlets. His research firm created a popular options course in partnership with Investopedia Academy. Luke enjoys fitness, personal finance, and youth sports with his children. He currently lives in Connecticut with his wife and four kids.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms Recent VideosDips Never Last. This Sector Will SOAR. (3 Stocks to Buy Now)MarketBeat TV | August 9, 2026Watch VideoMy Last Warning on These AI Data Center Stocks. (3 to Buy, 2 You'll Regret)MarketBeat TV | August 7, 2026Watch VideoThe Stocks You'll Wish You Bought For Your Kids (Not For Yourself)MarketBeat TV | August 6, 2026Watch Video Featured Articles and OffersSpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have ControlAugust 3, 2026Ready to give options a try? 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Hosted by Bridget BennettJune 25, 2026Add As Preferred SourceShareShareShare This VideoLink copied to clipboard. Play video for The Next Tech Boom Is Optics (3 Stocks to Buy Now)DetailsGuestsThe AI data center build out is approaching a trillion dollars in infrastructure spending — and most investors are focused on the same handful of names. Lucas Downey from TradeSmith breaks down the fifth and final layer of the AI data center stack that almost nobody is talking about yet: optics and networking connectivity. He covers three stocks with multi-year hyperscaler deals already locked in and earnings that keep blowing past analyst expectations.Get the Offer Read The AI Boom Has a Second Act—And It's Playing Out in OpticsBridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Lucas Downey, GuestEditor, TradeSmithLucas Downey is the editor of Quantum Edge Pro, TradeSmith Investment Report, Alpha Signals by TradeSmith, and Signals.Prior to joining TradeSmith, Lucas spent more than eight years on Wall Street handling institutional stock, ETF, and derivative trading. He began his career as a clerk for the derivatives desk at Cantor Fitzgerald in 2007. Within a few years, he started his own business there and led ETF sales. Lucas then joined Jefferies in 2013 to build out the company’s ETF business. He is co-founder of MoneyFlows.com. Lucas’s work has been featured at Bloomberg, YahooFinance, Investopedia, Schwab, and other wide-reaching financial outlets. His research firm created a popular options course in partnership with Investopedia Academy. Luke enjoys fitness, personal finance, and youth sports with his children. He currently lives in Connecticut with his wife and four kids.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
