Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd
Dan Loeb's Third Point built a new $94.4 million stake in a circuit-board maker riding the AI data-center boom.
Stocks · News reference
TTM Technologies (NASDAQ:TTMI) has outperformed the market over the past 15 years by 4.32% on an annualized basis producing an average annual return of 17.34%. Currently, TTM Technologies has a market capitalization of
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Dan Loeb's Third Point built a new $94.4 million stake in a circuit-board maker riding the AI data-center boom.
TTM Technologies (TTMI) is ramping up N+M technology production to capitalize on surging AI-driven data center demand, expecting approximately $600 million in N+M business in the second half of 2026. Data Center and Networking sales jumped 91% year-over-year, with better-than-expected yields supporting margin expansion. However, TTMI faces competitive pressure from Amphenol and Sanmina in advanced electronics and PCB capabilities.
Filed: 2026-09-10 AccNo: 0001193125-26-388039 Size: 175 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits