WS #13786
Strong earnings from Camtek, monday.com, Ferguson, and others; TSMC sales surge 44.7% YoY confirming AI demand; Morgan Stanley upgrades HPE and NTAP. Teledyne to acquire Varex Imaging for $1.1B; Blackstone's Safe Harbor nearing deal to buy MarineMax for $1.5B; AbbVie to acquire Apogee for $10.9B; Cloudflare and Silicon Motion announce convertible note offerings. OpenAI pauses internal activities on Astra model over cyberattack capability concerns; House Dems call for AI companies to testify; Meta open-sources Muse Glimmer.
Tech and Semiconductor Earnings
Strong earnings from Camtek, monday.com, Ferguson, and others; TSMC sales surge 44.7% YoY confirming AI demand; Morgan Stanley upgrades HPE and NTAP.
Teledyne to acquire Varex Imaging for $1.1B; Blackstone's Safe Harbor nearing deal to buy MarineMax for $1.5B; AbbVie to acquire Apogee for $10.9B; Cloudflare and Silicon Motion announce convertible note offerings.
OpenAI pauses internal activities on Astra model over cyberattack capability concerns; House Dems call for AI companies to testify; Meta open-sources Muse Glimmer.