Bank of America has expressed renewed optimism about Sandisk's future, maintaining its “buy” rating on the flash memory manufacturer while raising its price target to $230 per share from $125.
Supply has tightened over the past few years, setting NAND up for strong demand and pricing amid constrained supply. TSEM produces Silicon Photonics chips that are used in optical transceivers, which connect data center servers via optics rather than copper Ethernet. Everus Construction Group, Inc. (ECG), a commercial and utilities construction company, rounded out the list of top contributors.
We surveyed experts on their favored picks heading into earnings season — and identified companies across the tech sector.
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