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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BNP Paribas Maintains Outperform on Amphenol, Raises Price Target to $110
BNP Paribas analyst Andrew Buscaglia maintains Amphenol (NYSE:APH) with a Outperform and raises the price target from $107.5 to $110.
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Bernstein Initiates Coverage On Amphenol with Outperform Rating, Announces Price Target of $99
Bernstein analyst Varun Govindaraj initiates coverage on Amphenol (NYSE:APH) with a Outperform rating and announces Price Target of $99.
Shares of electronic equipment-related companies are trading higher, possibly amid overall market strength and sliding oil prices that ease inflation concerns. The industry, which provides infrastructure needs, may be moving alongside the AI sector's rally.