FN (US)

Yesterday, Amazon (AMZN; $248.28; NR) announced it is expanding on an existing collaboration with Anthropic, which further highlights how we see EMS providers continuing to benefit from their own specific relationships with AMZN, as per…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…