Main Thematic Innovation ETF (BATS: TMAT)

에 대한 최신 뉴스 Main Thematic Innovation ETF (BATS:TMAT)

Technology

Healthcare

Communication Services

Financial Services

Consumer Cyclical

Real Estate

Energy

Other

Industrials

Utilities

Consumer Defensive

Basic Materials

The Fund utilizes a fund of funds structure to invest in theme-based equity exchange traded funds (ETFs). The Fund seeks to achieve its objective through dynamic thematic rotation. The Adviser focuses its research primarily on identifying emerging, disruptive, and innovative themes that have a large market demand or addressable market. The Adviser rotates among themes with large addressable markets which may range from nascent technologies to those on the cusp of widespread adoption and buys securities of ETFs investing in those themes.

Ark Fintech Innovation ETF

First Trust Cloud Computing ETF

Vaneck Video Gaming And Esports Etf

Etf Series Solutions

Global X Artificial Intelligence & Technology ETF

First Trust Nasdaq Artificial Intelligence And Robotics ETF

Bitwise Crypto Industry Innovators ETF

Ark Genomic Revolution Multi-Sector Etf

Main Thematic Innovation ETF

Equities

Markets

Movers

General

IONQ

NVDA

QBTS

QTUM

QUBT

RGTI

TMAT

양자 컴퓨팅 관련 주식들이 산업 발전, 주요 파트너십 그리고 투자자들의 높은 열기에 힘입어 큰 폭으로 상승하고 있다. 약물 발견, 암호화 및 인공지능(AI) 등 다양한 분야에서의 잠재력으로 인해 이 신흥 기술 분야가 주목받고 있으며, 양자 컴퓨팅은 투자자들에게 주요 관심사로 자리잡고 있다.

양자 컴퓨팅 주식 개요: D-웨이브, 리제티, 아이온큐가 폭발적인 성장으로 선두

SEALSQ Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LAES#NASDAQ">LAES</a>) shares are trading higher by 50% to $2.61 during Monday&#8217;s session after the company announced the pricing of a <a href="https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&amp;ref=318787560&amp;type=PDF&amp;symbol=LAES&amp;cdn=5c2ad9cdf8642a85ebf55b7a11744b31&amp;companyName=SEALSQ+Corp.&amp;formType=6-K&amp;formDescription=Report+of+foreign+private+issuer+pursuant+to+Rule+13a-16+or+15d-16+under+the+Securities+Exchange+Act+of+1934&amp;dateFiled=2024-12-16">Securities Purchase Agreement</a> with institutional investors to sell 7,692,308 ordinary shares at $1.30 per share in a registered direct offering, expected to close on December 16.
The offering is projected to generate gross proceeds of approximately $10 million, before fees and expenses.
What Else: The offering is conducted under the company's existing shelf registration statement on Form F-3, declared effective by the SEC on November 27. A prospectus supplement will be filed around the expected closing date.
Read Also: <a href="https://www.benzinga.com/24/12/42502841/wedbush-analyst-raises-teslas-price-target-to-515">Tech Bull Raises Tesla Price Target To $515, Predicts $1 Trillion AI Opportunity Under Trump White House</a>
Key terms include restrictions on issuing additional shares or engaging in variable rate transactions until March 31, 2025, or later, subject to exceptions. 
Additionally, the company will adjust the terms of previously issued warrants, including reducing exercise prices and increasing warrant quantities, depending on whether a $10 million convertible note tranche closes by January 16, 2025.
Maxim Group LLC is acting as the placement agent, receiving a 7% fee on gross proceeds and reimbursement for up to $40,000 in expenses. Full details of the agreements are available in the company's Form 6-K filing.
Read Also: <a href="https://www.benzinga.com/24/12/42504194/us-stocks-to-open-higher-ahead-of-feds-decision-this-week-analyst-says-santa-comes-later-in-december">U.S. Stocks To Open Higher Ahead Of Fed&#8217;s Decision This Week: Analyst Says &#8216;Santa Comes Later In December&#8217;</a>
<h2 class="wp-block-heading">How To Buy LAES Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in SEALSQ&#8217;s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, LAES has a 52-week high of $3.95 and a 52-week low of $0.29.

News

LAES

What's Going On With SEALSQ Corp (LAES) Shares Skyrocketing?

JMP Securities analyst Andrew Quail reiterates Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Market Outperform and maintains $285 price target.

Price Target

Reiteration

Analyst Ratings

AMZN

JMP Securities Reiterates Market Outperform on Amazon.com, Maintains $285 Price Target

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the &#8220;Neutral&#8221; zone on Friday.
U.S. stocks settled mixed on Friday, with the Dow Jones index falling for the seventh session in a row.
For the week, the Dow declined 1.8%, while the S&amp;P 500 lost around 0.6%. The Nasdaq, meanwhile, gained 0.3% during the same period.
Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares fell over 2% on Friday, while Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) shares lost more than 1% during the session.
On the economic data front, U.S. import prices increased by 0.1% from the previous month in November. U.S. export prices came in unchanged for November, compared to a 1% gain in the previous month.
Most sectors on the S&amp;P 500 closed on a negative note, with materials, energy and communication services stocks recording the biggest losses on Friday. However, consumer discretionary and information technology stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed lower by around 86 points to 43,828.06 on Friday. The S&amp;P 500 fell slightly to 6,051.09, while the Nasdaq Composite gained 0.12% at 19,926.72 during Friday's session.
Investors are awaiting earnings results from Zedge Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZDGE#NYSE">ZDGE</a>), Compass Minerals International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMP#NYSE">CMP</a>) and Mitek Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MITK#NASDAQ">MITK</a>) today.
At a current reading of 50, the index remained in the &#8220;Neutral&#8221; zone on Friday, versus a prior reading of 50.9.
What is CNN Business Fear &amp; Greed Index?
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42482639/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-stocks-with-over-6-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Stocks With Over 6% Dividend Yields</a></li>
</ul>
Photo: Shutterstock

Earnings

Pre-Market Outlook

Trading Ideas

MITK

ZDGE

Dow Declines For Seventh Session; Investors Sentiment Declines, Fear & Greed Index Remains In 'Neutral' Zone

Worthington Enterprises, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOR#NYSE">WOR</a>) will release earnings for its second quarter, after the <a href="https://www.benzinga.com/quote/WOR/earnings">closing bell on Tuesday, Dec. 17.</a>
Analysts expect the Columbus, Ohio-based company to report quarterly earnings at 52 cents per share, down from 78 cents per share in the year-ago period. Worthington projects to report quarterly revenue of $273.77 million, compared to $1.09 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Sept. 24, Worthington posted weaker-than-expected result for its second quarter.
With the recent buzz around Worthington, some investors may be eyeing potential gains from the company's dividends too. As of now, Worthington offers an annual dividend yield of 1.73%, which is a quarterly dividend amount of 17 cents per share (68 cents a year).
So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $346,254 or around 8,824 shares. For a more modest $100 per month or $1,200 per year, you would need $69,259 or around 1,765 shares.
To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($0.68 in this case). So, $6,000 / $0.68 = 8,824 ($500 per month), and $1,200 / $0.68 = 1,765 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
How that works: The dividend yield is computed by dividing the annual dividend payment by the stock&#8217;s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
WOR Price Action: Shares of Worthington gained 0.3% to close at $39.24 on Friday.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More:
<ul>
<li> <a href="https://www.benzinga.com/24/12/42482639/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-stocks-with-over-6-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Stocks With Over 6% Dividend Yields</a></li>
</ul>
Image: Shutterstock

Long Ideas

How To Earn $500 A Month From Worthington Enterprises Stock Ahead Of Q2 Earnings

Bitcoin&#8216;s (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) recent surge to an unprecedented $106,000 has led to a notable rise in Bitcoin-based ETFs. This upward movement has positively impacted several ETFs, although Bitcoin has since slightly decreased to $104,008.20.
What Happened: Among the ETFs experiencing gains, Bitwise Bitcoin ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BITB#NYSE">BITB</a>) rose by 2.35%, while iShares Bitcoin Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) increased by 2.37%. The Grayscale Bitcoin Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GBTC#NYSE">GBTC</a>) also saw a 1.77% rise. Additionally, the Fidelity Wise Origin Bitcoin Fund (BATS:<a class="ticker" href="https://www.benzinga.com/stock/FBTC#BATS">FBTC</a>) grew by 2.36%, and the ARK 21Shares Bitcoin ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKB#BATS">ARKB</a>) rose by 2.40%. These increases reflect the broader impact of Bitcoin&#8217;s price surge on related financial products.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42490266/bitcoin-to-180000-ethereum-over-6000-solana-to-500-vanecks-2025-crypto-predictions?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Bitcoin To $180,000, Ethereum Over $6,000, Solana To $500: VanEck&#8217;s 2025 Crypto Predictions</a>
Why It Matters: The cryptocurrency&#8217;s remarkable ascent to $106,000 comes amid heightened investor optimism, driven by expectations of another interest rate cut. This optimism has not only fueled Bitcoin&#8217;s rally but also led to significant gains for other cryptocurrencies like Ethereum, which surpassed $4,000 before a slight pullback. 
The surge in Bitcoin has been significantly bolstered by increased holdings from whale investors, as revealed by on-chain data. Since the bull rally began on October 10, there has been a net increase of 1,582 wallets holding at least 100 BTC, according to blockchain analysis firm Santiment. This represents a nearly 10% increase in such wallets over nine weeks, during which Bitcoin&#8217;s value climbed by 77%.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42482064/shiba-inu-burns-13-million-coins-in-24-hours-shib-chart-looks-primed-for-launch-very-soon-says-trader?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Shiba Inu Burns 13 Million Coins In 24 Hours: &#8216;SHIB Chart Looks Primed For Launch Very Soon,&#8217; Says Trader</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Image via Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

ETFs

$BTC

ARK 21Shares Bitcoin ETF ARK 21Shares Bitcoin ETF

ARKB

Bitwise Bitcoin ETF Common Shares of Beneficial Interest

BITB

Fidelity Wise Origin Bitcoin Fund Fidelity Wise Origin Bitcoin Fund

FBTC

GBTC

IBIT

Bitcoin ETFs Surge As King Crypto Hits $106,000

JP Morgan analyst Peter Peng initiates coverage on Vishay Intertechnology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) with a Neutral rating and announces Price Target of $19.

Initiation

JP Morgan Initiates Coverage On Vishay Intertechnology with Neutral Rating, Announces Price Target of $19

Biotech

NVNO

enVVeno Medical Completes Final Wave Of Implants In Pre-Clinical GLP Study For enVVe

JP Morgan analyst Anthony Paolone initiates coverage on Colliers Intl Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIGI#NASDAQ">CIGI</a>) with a Neutral rating and announces Price Target of $167.

CIGI

JP Morgan Initiates Coverage On Colliers Intl Gr with Neutral Rating, Announces Price Target of $167

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) chair and CEO C.C. Wei expects next-generation robots and artificial intelligence-powered drones to serve as key catalysts for growth and <a href="https://www.benzinga.com/topic/innovation">innovation in the tech sector</a>.
According to <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-chief-says-robots-and-AI-drones-to-drive-tech-innovation">Nikkei Asia</a>, Wei made the comments at a Taiwan tech conference on Monday. He also flagged the need to integrate hardware and software to power the next generation of AI devices.
The Taiwanese contract chipmaker&#8217;s first Japan fab is on track for commercialization by 2024-end.
Also Read: <a href="https://www.benzinga.com/government/regulations/24/12/42484240/apples-airpods-production-shifts-to-india-foxconn-will-begin-manufacturing-in-2025" target="_blank" rel="noreferrer noopener">Apple&#8217;s AirPods Production Shifts To India &#8211; Foxconn Will Begin Manufacturing In 2025</a>
Taiwan Semiconductor stock surged 98% year-to-date, as it is the chief contract chipmaker for Big Techs, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Taiwan Semiconductor is producing Proxima, the chip set to power Apple&#8217;s first in-house connectivity <a href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role" target="_blank" rel="noreferrer noopener">products in 2025</a>. Apple plans to transition to in-house chips for Bluetooth and Wi-Fi connectivity starting in 2025.
Nvidia is considering producing the front-end process of Blackwell AI chips at <a target="_blank" href="https://www.benzinga.com/24/12/42336825/nvidia-could-become-taiwan-semis-3rd-us-plant-customer" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Arizona plant</a>. Countries, including the U.S. and Europe, are consolidating their semiconductor base to reduce their dependence on China, whose semiconductor supply chain was hit by the 2020 pandemic outbreak, triggering a supply crisis for semiconductor chips for electronic gadgets and cars.
The International Data Corp (IDC) expects Taiwan Semiconductor to post a ~25% revenue increase in 2025, driven by advancements in artificial intelligence (AI) applications and <a target="_blank" href="https://www.benzinga.com/24/12/42480928/taiwan-semi-set-to-command-67-foundry-market-share-idc" rel="noreferrer noopener">crypto mining technologies</a>.
IDC projects the global semiconductor industry will expand by 15%, with the international foundry market growing by 20% in 2025. The forecast also suggests Taiwan Semiconductor will capture a 67% share of the global foundry market in 2025, a 300 basis-point increase from the previous year.
Investors can gain exposure to companies that manufacture semiconductors through the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action:&nbsp;TSM stock closed higher by 4.98% at $200.99 at Friday.
Now Read:
<ul>
<li><a href="https://www.benzinga.com/media/24/12/42482813/intel-cfo-hints-at-possible-division-split-as-company-struggles-to-recapture-moat" target="_blank" rel="noreferrer noopener">Intel CFO Hints at Possible Division Split as Company Struggles To Recapture Moat</a></li>
</ul>
Image: Shutterstock

Tech

Media

AAPL

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Taiwan Semiconductor CEO Highlights AI-Powered Drones, Next-Gen Robots As Growth Drivers

JP Morgan analyst Brian Essex maintains Fortinet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>) with a Neutral and raises the price target from $99 to $105.

FTNT

JP Morgan Maintains Neutral on Fortinet, Raises Price Target to $105

Management

Aspira Women's Health Announced That CEO Nicole Sandford Will Be Departing The Company. Aspira's President Dr. Sandra Milligan Will Step Into The Role Of Interim CEO While A Nationwide Search Of Internal And External Candidates Is Conducted

JMP Securities analyst Andrew Boone reiterates ACV Auctions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACVA#NASDAQ">ACVA</a>) with a Market Outperform and maintains $25 price target.

ACVA

JMP Securities Reiterates Market Outperform on ACV Auctions, Maintains $25 Price Target

SoundHound AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) shares are trading higher by 4.1% to $17.63 Monday morning. The stock rose some 23.7% on Friday following several notable announcements from the company regarding <a href="https://www.benzinga.com/pressreleases/24/12/b42461221/soundhound-ais-amelia-platform-recognized-as-frost-radar-leader-in-enterprise-conversational-ai-in">conversational AI</a>.
What Happened: The company&#8217;s Amelia Conversational AI Platform was named a leader in Frost &amp; Sullivan&#8217;s 2024 Frost Radar for Enterprise Conversational AI in Healthcare. 
The report highlighted SoundHound's innovative use of natural language processing and large language models to enhance healthcare operations, such as patient engagement and administrative workflows.
Analysts praised the company's innovation pipeline and strategic focus, noting its recent acquisition of Amelia as a key driver for expanded opportunities in healthcare. The enterprise conversational AI market in healthcare is projected to reach $2.34 billion by 2027, growing at 17.2% annually.
In addition, SoundHound partnered with Church's Texas Chicken to deploy voice AI technology for drive-thru orders, streamlining operations and reducing wait times.
"Integrating our technology into Church's Texas Chicken restaurants marks a significant milestone in drive-thru innovation," said James Hom, Chief Product Officer at SoundHound AI.
Read Also: <a href="https://www.benzinga.com/24/12/42504194/us-stocks-to-open-higher-ahead-of-feds-decision-this-week-analyst-says-santa-comes-later-in-december">U.S. Stocks To Open Higher Ahead Of Fed&#8217;s Decision This Week: Analyst Says &#8216;Santa Comes Later In December&#8217;</a>
<h2 class="wp-block-heading">How To Buy SOUN Stock</h2>
By now you're likely curious about how to participate in the market for SoundHound AI &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy ‘fractional shares,' which allows you to own portions of stock without buying an entire share. For example, some stock, like Berkshire Hathaway, or Amazon.com, can cost thousands of dollars to own just one share. However, if you only want to invest a fraction of that, brokerages will allow you to do so. 
In the the case of SoundHound AI, which is trading at $16.91 as of publishing time, $100 would buy you 5.91 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to ‘go short' a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SOUN has a 52-week high of $17.29 and a 52-week low of $1.62.

SOUN

What's Going On With SoundHound AI Stock?

JP Morgan analyst Brian Essex maintains Cellebrite DI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLBT#NASDAQ">CLBT</a>) with a Overweight and raises the price target from $22 to $24.

CLBT

JP Morgan Maintains Overweight on Cellebrite DI, Raises Price Target to $24

As the tech sector pivots from <a href="https://www.benzinga.com/topic/artificial-intelligence">AI-fueled growth</a> to a broader market recovery, JPMorgan analyst Samik Chatterjee highlights a cyclical rebound powering upside for traditional IT infrastructure and industrial tech.
Top picks like Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) are set to ride the next cyclical upswing from recovering demand in servers, telecom, and industrial markets. 
At the same time, the analyst says Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) stand to gain from networking and multi-sector recoveries.
<h2 class="wp-block-heading">Why These Three?</h2>
Chatterjee's strategy banks on recovery beyond AI-driven hype. 
<ul>
<li>The resurgence of traditional IT infrastructure demand should position Dell for long-term growth. Infrastructure investments and enterprise upgrades are expected to spearhead Dell's upside.</li>
</ul>
<ul>
<li>Corning brings its diversified industrial tech portfolio to the table. With AI-driven telecom growth and a revival in optical and display markets, Corning is poised to shine as end-market recoveries take center stage.</li>
</ul>
<ul>
<li>Coherent, a player in the optical sector, rounds out the trio with its diversified revenue streams. Chatterjee points to margin-expansion opportunities and AI-related synergies as key drivers for this pick, particularly as the company works through inventory digestion challenges.</li>
</ul>
Read Also: <a href="https://www.benzinga.com/news/24/11/42231610/microsoft-hp-dell-ramp-up-parts-production-in-china-ahead-of-trumps-return-to-white-house">Microsoft, HP, Dell Race To Ramp Up Production In China As Trump&#8217;s Tariff Threat Looms Ahead Of His White House Return</a>
<h2 class="wp-block-heading">A Broader Tailwind Beyond AI &#8211; Arista, Cisco, Amphenol</h2>
The report underscores a robust cyclical resurgence in critical hardware and networking sectors. After experiencing downturns in late 2023 and early 2024, traditional IT infrastructure markets—encompassing servers, storage, and enterprise networking—are showing signs of substantial recovery. The analyst says companies like Arista Networks, Cisco, and Amphenol are strategically positioned to capitalize on these emerging networking opportunities and multi-market rebounds.
The PC market, for example, is expected to shift gears in 2025, with enterprise/commercial refreshes driving mid-single-digit growth. Similarly, the smartphone market, already seeing modest growth in 2024, is forecasted to accelerate next year, boosted by subsidies in China.
On the networking front, datacenter switches and wireless LANs are primed for the most substantial rebounds in 2025, reflecting enterprises' push toward datacenter investments. 
This sets the stage for Arista and Cisco, both benefiting from secular shifts in cloud and AI-driven networking.
<h2 class="wp-block-heading">Dell, Corning, Coherent Lead The Charge</h2>
JPMorgan's call for a cyclical rebound beyond AI hype highlights a return to fundamentals, with Dell, Corning, and Coherent leading the charge. 
With broader end markets poised for recovery, these names stand out as key beneficiaries in the next phase of tech and industrial growth.
Investors looking for opportunities in a post-AI frenzy market may find this pivot toward a cyclical recovery both timely and lucrative.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42504194/us-stocks-to-open-higher-ahead-of-feds-decision-this-week-analyst-says-santa-comes-later-in-december">US Stocks To Open Higher Ahead Of Fed&#8217;s Decision This Week: Analyst Says &#8216;Santa Comes Later In December&#8217;</a></li>
</ul>
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Analyst Color

ANET

COHR

CSCO

DELL

Dell, Corning, Coherent: JPMorgan's Top Picks For Cyclical Recovery 'Beyond AI'

JP Morgan analyst Brian Essex maintains CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) with a Overweight and raises the price target from $372 to $418.

CRWD

JP Morgan Maintains Overweight on CrowdStrike Holdings, Raises Price Target to $418

JMP Securities analyst Jonathan Wolleben reiterates Airbnb (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) from Market Perform to Market Perform.

ABNB

JMP Securities Reiterates Market Perform on Airbnbto Market Perform

JP Morgan analyst Brian Essex maintains CyberArk Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYBR#NASDAQ">CYBR</a>) with a Overweight and raises the price target from $355 to $375.

CYBR

JP Morgan Maintains Overweight on CyberArk Software, Raises Price Target to $375

Monness, Crespi, Hardt analyst Brian White downgrades MongoDB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) from Neutral to Sell and announces $220 price target.

Downgrades

Monness, Crespi, Hardt Downgrades MongoDB to Sell, Announces $220 Price Target

Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) has briefly crossed the $106,000 threshold during the Asian trading session before falling back below $104,000 before the New York open. 
Market observers expect Bitcoin to continue to push up but are divided on how long the <a href="https://www.benzinga.com/money/bitcoin-price-prediction">rally can last.</a>
What Happened: Crypto trader Scient <a href="https://x.com/Crypto_Scient/status/1868593716337733898">predicted</a> in a post on X on Monday predicts a local top at $110,000 near the New Year, followed by a correction to the $80,000–$84,000 range. 
He suggests the correction may bottom out around Donald Trump's inauguration on Jan. 20.
Scient believes this consolidation could set the stage for a stronger parabolic rally post-inauguration, noting that such a setup would be a healthy pivot point. However, he warns that traders may misinterpret the event as a &#8220;sell-the-news&#8221; scenario, potentially leading to over-trading and unnecessary losses.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42501517/whale-accumulation-powers-bitcoins-bull-run-but-retail-still-the-king-in-ownership">Bitcoin&#8217;s Bull Run Gets A Boost From Whale Accumulators, But Retail Still The King In Ownership</a>
In a comprehensive <a href="https://x.com/coldbloodshill/status/1868357111589044653?s=46">post</a> analyzing the state of the market, crypto trader Cold Blooded Shiller provides broader context for Bitcoin's current cycle and future outlook. He argues that the 8-month consolidation phase felt like a bear market to many but was actually a transitionary phase. The current cycle, marked by over 2 years of upward trending, has been unusually strong with shallow corrections compared to previous cycles.
The analyst notes several distinctive features of the current cycle:
<ul>
<li>The longest continuation trend with drawdowns below 50%.</li>
<li>Outperformance of Bitcoin versus altcoins with clear price action.</li>
<li>Typical bull market pullbacks, like the 30% summer correction, unlike sharper selloffs of 2021.</li>
</ul>
Shiller predicts bullish momentum in 2025, with Bitcoin and altcoins benefiting from positive catalysts, including regulatory clarity and favourable political developments. While volatility will persist, aggressive selloffs are less likely as demand grows.
Price Action: Over the past 24 hours, Bitcoin is up 1.4%, trading at $103,944 at the time of writing.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42490266/bitcoin-to-180000-ethereum-over-6000-solana-to-500-vanecks-2025-crypto-predictions">Bitcoin To $180,000, Ethereum Over $6,000, Solana To $500: VanEck&#8217;s 2025 Crypto Predictions</a></li>
</ul>
Image: Shutterstock

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