Skip to main content
TradingNews

Market news

Impax Fund Highlights Semiconductor Rebound and Massive AI Capex Spend

Insider Monkey Read original source (opens in a new tab)
The Story

News Summary

  • Impax Asset Management outperformed benchmarks in Q2, driven by AI trends and semiconductor equipment recovery.
  • The fund highlighted Applied Materials' strong performance amid rising chipmaker capex and massive $750B to $1T data center investments.
Explore NVDA price history & advisor snapshot

These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.

Stored market data

NVDA price history

210.97 +18.92% over the displayed period

Advisor Snapshot

Unlock Member-Only Insights

Reserved for TradingNews24 members. Log in or create a free account to access market signals and exclusive tools.

Open NVDA advisor →
Browse September 2026 news → ← Back to market news

Market analysis for educational use. Trading involves risk. AI sentiment is not financial advice.

Methodology · Risk disclosure