AI Market PotentialThe resumption of AI GPU shipments into China by NVDA and other providers is a significant win, reopening a $50B market opportunity.
Financial PerformanceTAG was the best-performing stock, benefiting from a combination of its financial performance beat and an acquisition announcement.
Growth OpportunityThere is a tactical opportunity for growth in the shopping center sector due to improved occupancy rates and signed not occupied lease commencements.