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Cambiar SMID Fund Cites ON Semiconductor Timing Bet and Phreesia Recovery Case After Q1 Shortfall

The letter frames a timing trade tied to rising server power needs, plus a defensive wager on a healthcare software firm that kept full‑year EBITDA guidance.

BofA Lifts Apple Target to $380 on Bet That an Agentic Siri Could Drive Big Revenue

Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

Micron’s Rally Extends on Record Outlook as HBM Capacity Is Booked Into 2027

Braze Posts Faster Growth, $100 Million Buyback as AI Tools Go Live

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

CoreWeave Shares Fall Sharply After Q2 Losses, Lockup Expiration

HPE Completes $14 Billion Juniper Acquisition to Bolster AI-Driven Networking