Wells Fargo highlighted a strong performance of Apple's C1X modem in its semiconductor and IT-hardware note, signaling upside for Apple and related chip suppliers. The analysts (led by Aaron Rakers) also noted the U.S. Census Bureau's January construction data release; the brief did not disclose magnitudes, so monitor housing/construction-exposed names for any flow-through effects.
Wells Fargo highlighted a strong performance of Apple's C1X modem in its semiconductor and IT-hardware note, signaling upside for Apple and related chip suppliers. The analysts (led by Aaron Rakers) also noted the U.S. Census Bureau's January construction data release; the brief did not disclose magnitudes, so monitor housing/construction-exposed names for any flow-through effects.
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mildly positive
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0.25
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