EXCLUSIVE: Beyond Nvidia: Why Jensen Investment's Allen Bond Favors Broadcom, KLAC, Amphenol
Jensen Investment's Allen Bond names Broadcom, KLA and Amphenol as AI infrastructure beneficiaries that can benefit regardless of which AI model wins.
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KLA stock gained nearly 4% as optimism around AI infrastructure and booming global chip sales lifted semiconductor equipment makers.
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Jensen Investment's Allen Bond names Broadcom, KLA and Amphenol as AI infrastructure beneficiaries that can benefit regardless of which AI model wins.
Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.
The global chiplet assembly equipment market is valued at USD 3.6 billion in 2026 and is projected to reach USD 16.2 billion by 2036, expanding at a CAGR of 16.2%. Growth is driven by increasing adoption of chiplet-based architectures, rising demand for AI and high-performance computing, expansion of HBM production, and rapid growth in semiconductor assembly and test capacity. Asia-Pacific currently leads the market, while North America is expected to register the fastest growth.
AMAT rises 1.8% on big-tech gains. See key support levels, technical analysis, and Wall Street price targets for Applied Materials.
Lam Research ticks up in premarket trading amidst short-term technical weakness. In other news, the chipmaker plans a $1.2B India plant.