Aug. 24 at 9:42 AM
$LVS $TDY $CPNG $ZS $ON Las Vegas Sands benefits from travel and gaming demand, Teledyne benefits from imaging and aerospace technology demand, Coupang benefits from Korean e-commerce growth, Zscaler benefits from cloud-cybersecurity spending, and ON Semiconductor benefits from automotive and industrial semiconductor demand. I'm watching gaming volumes, defense and imaging orders, e-commerce growth, security budgets, and chip demand.