WS #11092
Susquehanna raises PTs on Teradyne, Advanced Energy, Lam Research, Applied Materials; Wells Fargo raises AMD PT; SemiAnalysis sees NVDA H2 data center revenue 20% above consensus. US Supreme Court to hear Apple's appeal of contempt in Epic Games lawsuit; potential impact on AAPL and app store economics.
Semiconductor Analyst Upgrades
Susquehanna raises PTs on Teradyne, Advanced Energy, Lam Research, Applied Materials; Wells Fargo raises AMD PT; SemiAnalysis sees NVDA H2 data center revenue 20% above consensus.
US Supreme Court to hear Apple's appeal of contempt in Epic Games lawsuit; potential impact on AAPL and app store economics.