Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.
US stocks: US market ends mixed as investors focus on Big Tech earnings
Wall Street closed mixed as investors awaited tech earnings and feared rate hikes. Oil prices fell after President Trump discussed peace talks with Iran. Major