5 Technology Heavyweights That Surged in H1 & Have Room to Run in H2

Key Takeaways Amphenol is gaining from strong demand across defense, mobile, and industrial, aided by a key acquisition. Intuit is riding the growth in cloud-based services and AI-powered tools across its product suite. Lam Research and KLA are capitalizing on advanced packaging and memory demand in a rebounding chip sector.The artificial intelligence (AI)-driven, astonishing bull run of 2023 and 2024 has suffered major hurdles in 2025. The Fed’s ambiguity over further rate cuts this year, fears of a near ...