Zacks Industry Outlook Kla, Teradyne and Garmin
Players including KLA, Teradyne and Garmin are seeing gains as spending on AI infrastructure, data centers and cloud computing rises. Hyperscalers’ AI compute buildouts are lifting demand for advanced semiconductors, networking, testing, process-control and precision electronics. Risks include semiconductor capital-spending cycles, macro conditions, inventories, end-market demand swings, supply-chain limits, higher input costs and trade restrictions.