Source: Seeking Alpha News Agency
3 weeks ago•
General Medium Importance
Second Quarter Earnings Show Breadth

Second Quarter Earnings Show Breadth

AI Trade Rotation: From hyperscalers to chipmakers in the "picks and shovels" trade. SOX Fundamentals-Driven Rally: ~60% YTD price gain matched by ~60% earnings growth; 75% more is projected next year.
Source: Seeking Alpha
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