1 Top Stock to Buy as Nvidia Doubles Down on Copper

At Nvidia's (NVDA) 2026 GPU Technology Conference (GTC) in March, CEO Jensen Huang made one thing clear to the data center industry: copper is still going to matter in server racks for a while. His comment that copper remains important rattled optical component companies immediately, with Corning (GLW), Lumentum (LITE), Coherent (COHR), and Applied Optoelectronics (AAOI) all falling more than 3% on the news, while Ciena (CIEN) lost more than 1%. The move showed how much of the AI infrastructure trade had b ...