DeepSeek Sell-off Offers Opportunities On Semicaps, Analyst Bumps Up Price Forecasts For KLA, Nova And Camtek
1. Semiconductor capital equipment sentiment improved year-to-date. 2. DeepSeek's developments could impact AI-related spending and capex cuts. 3. Camtek Ltd's price target raised to $100 from $95 by BofA. 4. Leading-edge WFE growth remains strong despite market uncertainties. 5. Semicap stocks outperformed sector year-to-date, including Camtek Ltd.