http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 10 Aug 2026 10:03:24 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald+Reiterates+Overweight+Rating+on+SanDisk+%28SNDK%29/26895739.html <p>Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $2,900.00 price target on SanDisk (NASDAQ: SNDK).</p><p>The analyst commented, "Following a ~55% decline in shares in the last 5 weeks, the August 13th Analyst Day cannot come fast enough. To wit, we expect management first and foremost to highlight how the New Business Model (NBM) contracts have structurally re-rated the earnings power of the NAND business, supportive of a consistent, predictable economic model going forward. As part of this, we look for more clarity on NBM/LTA contract structure(s), where concrete contract coverage is the most direct rebuttal to "this time http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald+Reiterates+Overweight+Rating+on+SanDisk+%28SNDK%29/26895739.html Mon, 10 Aug 2026 10:03:24 -0400 SNDK http://www.streetinsider.com/Upgrades/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html (Updated - August 10, 2026 7:34 AM EDT) <p>Argus analyst Jim Kelleher upgraded SanDisk (NASDAQ: SNDK) from Hold to Buy with a price target of $1,600.00.</p><p>The analyst comments "Raising rating to BUY on strong fundamentals, recent profit taking • BUY-rated Sandisk Corp. (NSM: SNDK) reported sharply above-consensus results for fiscal 4 Q26 and guided for continued exceptional growth for fiscal 1Q27. • Sandisk is seeing accelerating momentum in data center, driven by artificial intelligence (AI) infrastructure investments, as well as in client solid-state drives (SSDs) and enterprise solutions. • The shares rallied sharply with data storage peers through June 2026 but http://www.streetinsider.com/Upgrades/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html Mon, 10 Aug 2026 07:34:31 -0400 SNDK http://www.streetinsider.com/AI/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html (Updated - August 10, 2026 7:34 AM EDT) <p>Argus analyst Jim Kelleher upgraded SanDisk (NASDAQ: SNDK) from Hold to Buy with a price target of $1,600.00.</p><p>The analyst comments "Raising rating to BUY on strong fundamentals, recent profit taking • BUY-rated Sandisk Corp. (NSM: SNDK) reported sharply above-consensus results for fiscal 4 Q26 and guided for continued exceptional growth for fiscal 1Q27. • Sandisk is seeing accelerating momentum in data center, driven by artificial intelligence (AI) infrastructure investments, as well as in client solid-state drives (SSDs) and enterprise solutions. • The shares rallied sharply with data storage peers through June 2026 but http://www.streetinsider.com/AI/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html Mon, 10 Aug 2026 07:34:31 -0400 SNDK http://www.streetinsider.com/Analyst+Comments/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html (Updated - August 10, 2026 7:34 AM EDT) <p>Argus analyst Jim Kelleher upgraded SanDisk (NASDAQ: SNDK) from Hold to Buy with a price target of $1,600.00.</p><p>The analyst comments "Raising rating to BUY on strong fundamentals, recent profit taking • BUY-rated Sandisk Corp. (NSM: SNDK) reported sharply above-consensus results for fiscal 4 Q26 and guided for continued exceptional growth for fiscal 1Q27. • Sandisk is seeing accelerating momentum in data center, driven by artificial intelligence (AI) infrastructure investments, as well as in client solid-state drives (SSDs) and enterprise solutions. • The shares rallied sharply with data storage peers through June 2026 but http://www.streetinsider.com/Analyst+Comments/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html Mon, 10 Aug 2026 07:34:31 -0400 SNDK http://www.streetinsider.com/Hot+Comments/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html (Updated - August 10, 2026 7:34 AM EDT) <p>Argus analyst Jim Kelleher upgraded SanDisk (NASDAQ: SNDK) from Hold to Buy with a price target of $1,600.00.</p><p>The analyst comments "Raising rating to BUY on strong fundamentals, recent profit taking • BUY-rated Sandisk Corp. (NSM: SNDK) reported sharply above-consensus results for fiscal 4 Q26 and guided for continued exceptional growth for fiscal 1Q27. • Sandisk is seeing accelerating momentum in data center, driven by artificial intelligence (AI) infrastructure investments, as well as in client solid-state drives (SSDs) and enterprise solutions. • The shares rallied sharply with data storage peers through June 2026 but http://www.streetinsider.com/Hot+Comments/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html Mon, 10 Aug 2026 07:34:31 -0400 SNDK http://www.streetinsider.com/Hot+Upgrades/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html (Updated - August 10, 2026 7:34 AM EDT) <p>Argus analyst Jim Kelleher upgraded SanDisk (NASDAQ: SNDK) from Hold to Buy with a price target of $1,600.00.</p><p>The analyst comments "Raising rating to BUY on strong fundamentals, recent profit taking • BUY-rated Sandisk Corp. (NSM: SNDK) reported sharply above-consensus results for fiscal 4 Q26 and guided for continued exceptional growth for fiscal 1Q27. • Sandisk is seeing accelerating momentum in data center, driven by artificial intelligence (AI) infrastructure investments, as well as in client solid-state drives (SSDs) and enterprise solutions. • The shares rallied sharply with data storage peers through June 2026 but http://www.streetinsider.com/Hot+Upgrades/Argus+Upgrades+SanDisk+%28SNDK%29+to+Buy%2C+%27strong+fundamentals%27/26894348.html Mon, 10 Aug 2026 07:34:31 -0400 SNDK http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/AI/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html <p>Cantor on Semis: 'we view the selloff as overdone'.</p><p>The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID http://www.streetinsider.com/Analyst+Comments/Cantor+on+Semis%3A+%27we+view+the+selloff+as+overdone%27/26893842.html Mon, 10 Aug 2026 06:36:14 -0400 AMAT AMD ASML AVGO CAMT CBRS COHR CRWV LITE LRCX MU NVDA SNDK STX WDC