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The London Company's Q2 letter highlights Entegris (ENTG) as a top contributor due to AI and semiconductor tailwinds. However, the firm prefers other AI stocks for better risk/reward, implying a posi…
US markets opened higher as semiconductor stocks rallied and Treasury yields eased. AMD surged nearly 5% in premarket trading alongside Nvidia and Micron ahead of key earnings and economic data. 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 …
Markets rallied on strong earnings from Caterpillar and Palantir, plus semiconductor recovery led by Broadcom. Oil dropped on Iran diplomacy progress while gold rose. Broad-based gains signal healthi…
JPMorgan dismissed recent rumors of custom AI chip delays, reiterating an Overweight rating on Broadcom. The bank urged aggressive buying, highlighting Broadcom's dominance in advanced packaging and …
Nvidia CEO Jensen Huang dismissed recent tech selloffs as buying opportunities, asserting the AI expansion is in its infancy. Concurrently, Nvidia partnered with SK Hynix to supply advanced component…