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Alpha Buying: Follow the Money From NVIDIA and Merck

Tim Melvin

Wall Street loves a good upgrade, especially when the stock has already doubled and the analyst can explain why everyone should have owned it six months ago. One place I look for ideas is the investment portfolios of

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Source
benzinga
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Checked
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Captured once, then retained as an archive reference
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  1. Na

    Tower Semiconductor to Showcase Technology Innovation and Industry Leadership at its 2026 Technical Global Symposium in the United States

    Tower Semiconductor announced its 2026 Technical Global Symposium scheduled for November 17, 2026, in Santa Clara, California. The event will bring together customers, partners, and industry leaders to explore technologies in AI infrastructure, high-performance computing, advanced connectivity, and intelligent sensing. The symposium will feature CEO keynote, executive panels with leaders from Google, Arista, Coherent, and Terahop, and technical sessions showcasing Tower's silicon photonics, SiGe, RF, power management, and sensor platforms.

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  2. Zacks.Com

    GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

    GlobalFoundries (GFS) has partnered with SMART Photonics to combine silicon and indium phosphide photonics manufacturing capabilities. The company reported 62% year-over-year revenue growth in communications infrastructure and data center in Q2 2026, driven by strong AI and optical networking demand. GFS is advancing 1.6-terabit and 3.2-terabit optical modules while producing 200-gigabit-per-lane technology, though financial contributions from the SMART partnership will take time to materialize.

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  4. Sara Appino

    Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

    The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

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