U.S. stocks were higher, with the Dow Jones index gaining around 200 points on Friday.Shares of CG Oncology Inc (NASDAQ:CGON) rose sharply during Friday's session after the company announced an expedited timeline for the topline data readout now expected in the first half of 2026 for the Phase 3 PIVOT-006 clinical trial comparing adjuvant intravesical cretostimogene grenadenorepvec versus surveillance in patients with intermediate-risk non-muscle invasive bladder cancer.CG Oncology shares jumped 21.8% to $5 ...

Loomis Sayles, an investment management company, released its “Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities delivered strong results in the third quarter, mainly driven by easing tariff concerns, a pro-growth budget passed by the U.S. Congress, and anticipation of the Federal Reserve’s further rate cuts. The fund returned 6.21% in the quarter compared to 12.60% for the Russell 2000 Value Index. In addition, please check the fund’s top fiv ...

TTM Technologies, Inc. (NASDAQ: TTMI ) is an under the radar winner of the AI hardware boom and rising defense outlays. As of now, demand for high performance tech infrastructure is increasing. And this is because ofMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach ...

TTM Technologies (NASDAQ: TTMI ) is an under the radar winner of the AI hardware boom and rising defense outlays. As of now, demand for high performance tech infrastructure is increasing. And this is because of theMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is ...

Core Insights - TTM Technologies (TTMI) is positioned for significant long-term growth due to its focus on high-demand markets, particularly in aerospace and defense [1] - The company benefits from the increasing demand for data, which is a crucial factor in its growth strategy [1] Company Analysis - TTM Technologies plays a vital role in the aerospace and defense sectors, indicating its strategic importance in these high-demand industries [1] - The company's growth potential is linked to macroeconomic trends and the rising need for advanced data solutions [1] Market Trends - The aerospace and defense markets are experiencing heightened demand, which is expected to positively impact TTM Technologies' performance [1] - The overall market for data solutions is expanding, providing additional opportunities for TTM Technologies to capitalize on [1]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Even among tech stocks these days, we rarely see ones rising by over 200% in a single year. One of such stocks popped up on my screen a few weeks ago, it was TTM Technologies, Inc. (Daniel Sereda is chief investment analyst at a family office whose investments span ...

Core Viewpoint - TTM Technologies, Inc. has emerged as a notable tech stock, experiencing a remarkable increase of over 200% in a single year, which is rare in the current market environment [1]. Company Summary - TTM Technologies, Inc. is highlighted as a standout performer among tech stocks, indicating strong market interest and potential for growth [1]. Analyst Insights - The analysis is conducted by a chief investment analyst at a family office, emphasizing the importance of filtering vast amounts of information to identify critical investment ideas [1].

A strong stock as of late has been TTM Technologies (TTMI) . Shares have been marching higher, with the stock up 6.9% over the past month. The stock hit a new 52-week high of $73.4 in the previous session. TTM has gained 194.3% since the start of the year compared to the 28.1% gain for the Zacks Computer and Technology sector and the 50.3% return for the Zacks Electronics - Miscellaneous Components industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having ...

Core Insights - Alphabet Inc. (GOOGL) has significantly improved its position in the AI sector, overtaking competitors like OpenAI and Tesla, and is now seen as a leading player in the industry [5][6] - The launch of Gemini 3, an advanced AI model trained on Google's proprietary TPU chips, has garnered positive reviews and is expected to enhance Alphabet's competitive edge [3][6] - Recent regulatory developments, including a favorable antitrust ruling, have bolstered investor confidence in GOOGL, leading to a notable increase in its stock price [4][5] Alphabet's AI Advancements - Waymo's expansion into more cities and its claims of safer autonomous vehicles are positioning it ahead of competitors like Tesla's RoboTaxi [2] - The successful release of Gemini 3, which outperformed OpenAI's latest model, marks a significant milestone for Alphabet in the AI landscape [3] - The company has shifted from being perceived as a laggard to a leader in AI, challenging OpenAI and reshaping the ecosystem [5] Financial Implications for Partners - TTM Technologies and Celestica are expected to benefit from Alphabet's AI growth, supplying specialized PCBs and server infrastructure for Google's AI data centers [6] - Broadcom, as Google's exclusive TPU chip fabrication partner, is directly tied to the success of Gemini, with its shares up over 60% year-to-date [10] - TTM Technologies has seen its stock soar nearly 170% this year, driven by strong demand for advanced PCBs tailored for Google's TPU chips [12] - Celestica's shares have increased over 220% year-to-date, supported by its role in manufacturing server racks for Google's AI infrastructure [15]

Core Viewpoint - The AI bull market is experiencing a resurgence, with new stocks leading the rally instead of traditional giants like NVIDIA and Microsoft [1][2]. Group 1: Alphabet Inc. - Alphabet Inc. (NASDAQ: GOOG) is positioned as a leader in the AI race, with a market cap of $3.8 trillion and significant advancements in AI technology, including the Gemini V3 upgrade and Waymo's driverless car service [3]. - Analysts from JP Morgan and Scotiabank have raised their price targets for Alphabet to $336 and $340, respectively, reflecting strong earnings performance in 2025 [3]. - Despite a recent four-day decline, GOOG shares show strong upside potential, trading above the 50-day and 200-day simple moving averages (SMAs) since July [6]. Group 2: TTM Technologies Inc. - TTM Technologies (NASDAQ: TTMI) is a key player in the AI sector, focusing on high-density printed circuit boards (PCBs) essential for AI systems, with a market cap nearing $7 billion and $2.7 billion in sales over the last year [7]. - The company reported a 22% year-over-year increase in quarterly revenue, driven by AI data center sales, and has a backlog in aerospace and defense approaching $1.5 billion [7]. - TTMI shares have surged nearly 170% year-to-date, with strong technical indicators suggesting continued upward momentum [9]. Group 3: Celestica Inc. - Celestica (NYSE: CLS) has seen significant growth due to demand for its products in AI data centers, achieving record quarterly EPS of $1.58 and revenue of $3.16 billion in Q3 2025 [10]. - The company's market cap has reached $35 billion, with annual sales projected to exceed $11 billion, and Citigroup has upgraded the stock to Buy with a price target of $375 [10]. - CLS shares are above both the 50-day and 200-day SMAs, indicating a strong uptrend, although recent momentum has shown signs of weakening [12]. Group 4: Amphenol Corp. - Amphenol (NYSE: APH) is a major supplier in the AI data center industry, providing essential components like connectors and cables, with a market cap of $173 billion [13]. - The company reported record revenue of $6.19 billion and EPS of $0.93 in Q3, surpassing analyst expectations by 12% and 17% respectively [13]. - APH shares have doubled year-to-date, with technical indicators suggesting continued strength despite recent volatility [16].