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【Moo News】
AI spending is moving upstream, the fundamentals are moving too.
Revenue across major semiconductor equipment names has been trending higher as foundries and memory makers expand capacity for AI.
But recent stock performance has been much less uniform.
That gap is
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【Moo News】
$AMAT reports with expectations rising for another acceleration in semiconductor equipment demand as foundries and memory makers expand capacity for AI.
Semiconductor Systems will be the main test, especially across advanced logic, foundry and HBM-related spending.
【Moo News】
Nvidia is back near record territory. Earnings now have to justify it.
$NVDA has recovered from this week’s pullback and returned close to its highest weekly close, with earnings less than two weeks away.
The bigger test is no longer the chart.
Investors will be
