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US stocks rally on strong AI/chip earnings (CoreWeave, Super Micro) and favorable CPI data lowering rate hike odds to 39%. Q2 earnings tracking +32% growth, driven by AI infrastructure spending. Oil …
Sycamore Capital's Q2 2026 letter praised Microchip Technology (MCHP) for strong fiscal Q4 earnings, margin recovery, and robust Aerospace/Defense demand, signaling a shift from inventory destocking …
Ambiq Micro beat Q2 estimates and issued stronger Q3 guidance, sending shares higher. The low-power AI chipmaker's results signal robust demand in the semiconductor sector.