AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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Vital Signs: Actionable U.S. Stocks
Key Points: Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and...
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