(https://www.cnbc.com/2026/06/08/silicon-valleys-new-buyout-playbook-is-hitting-wall-street.html) is hitting hard: VC shops are moving past selling AI tools and buying legacy companies outright to rebuild them around machine learning from the ground up. Sounds bullish for semiconductor capital equipment makers like $AMAT and $CDNS who supply the infrastructure for this retooling.

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