Gabelli Global Technology Leaders ETF Q1 2026 Commentary
Advantest Corporation expects the testing equipment market to grow by more than 30% YoY to around $11 billion at the midpoint in 2026, driven by rising AI chip complexity. Dell Technologies has set a long-term growth target of 7%-9%, fueled by significant growth in spending on AI and traditional data center infrastructure. Broadcom is the number one company in Application Specific Integrated Circuits chips that power AI, high performance computing, and major networking platforms.
