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Impax Highlights Semi Capex Rebound and AI Tech Inflows in Q2 Letter

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Impax Asset Management highlighted tech and AI rotation driving Q2 2026 outperformance.
  • The fund spotlighted Applied Materials for strong order intake and upgraded guidance, fueled by recovering semiconductor capital expenditure and extensive data center infrastructure spending.
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US100 price history

29368.44 +18.07% over the displayed period

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