ROK, FLEX, and KLAC buck industry headwinds with AI-driven demand, margin gains, and semiconductor tailwinds in 2025.

KLAC rides AI-driven demand with strong gains in advanced packaging, outpacing AMAT's slower growth and China headwinds.

GDDY, VIPS, QNST, and ASUR ride tech trends and digital demand, but margin pressure and macro headwinds still loom.

CHTR, ROK, JBL, and PAYC headline a volatile second-half outlook, with global M&A, tariffs, and tech momentum shaping investor focus.

Electronics stocks like KLAC, ROK and FLEX are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic...

Electronics stocks like KLAC, ROK and FLEX are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic...

ATEX and BAND stand out in a volatile communications sector, leveraging 5G, IoT, and cloud demand despite macro headwinds.

KLAC boosts packaging tools to meet AI-driven chip demand, eyeing sharp revenue gains and deeper customer adoption.

WMT and KR stand strong with digital upgrades and omnichannel gains, even as supermarket retailers face margin pressure.

WAB, AL, and GBX stand out in the transport leasing space with rising earnings, buybacks, and dividend growth despite macro headwinds.