WDC - AI-leveraged semis remain clear leaders heading into earnings season
2024-07-16 10:35:13 ET
"We continue to believe that AI-leveraged names are still the most attractive to own heading into earnings," said Cantor Fitzgerald analysts, led by C.J. Muse, in a Tuesday note. "Additionally, we expect storage names to trade higher on continued discipline across both the NAND and HDD markets."...
AI-leveraged semis remain clear leaders heading into earnings season