AAPL (US)

We believe Amkor (AMKR; $65.75; E/W) made a good case for the stock’s recent re-rating during its Investor Day last Thursday (5/21) with thorough support for the idea that advanced outsourced semiconductor packaging and test…

We think Corning (GLW; $168.14; E/W) produces a very solid set of Q1 results and guidance, which are scheduled for April 28th (before market), including healthy upside from Optical Communications (~40% of 2026E sales and…