Letters by company

Synopsys INC

1 letter discussing SNPS. Everything written about it on this site is on its ticker page.

Aristotle Funds Aristotle Core Equity Fund Commentary Aristotle Core Equity Fund initiated positions in Advanced Micro Devices, Exxon Mobil and Micron Technology, citing AI-driven compute and memory demand, advantaged energy assets and supply discipline. It exited Amphenol, Boston Scientific and Synopsys as valuation, product-growth and design-software risks weakened their risk-reward profiles. second quarter 2026 AMAT $359BAMD $887BAPH $212B