NeutralMEDIUM severityTech & AI3h ago
Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers
Reported by MarketWatch · marketwatch.com ·
Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.
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What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
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