Buyside Bars (AMAT, COHR, CSCO, LITE), WSTS Data, Everpure; News: US Hardware / Semiconductors Sector Specialist Commentary Hardware ▪ Semiconductors

Research evidence excerpt

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767

J.P. Morgan Securities LLC

North America Specialist Sales

JPMORGAN

11 August 2026

Buyside Bars (AMAT, COHR, CSCO, LITE), WSTS Data, Everpure; News

Joshua Meyers

Resending my redacted buyside survey results for upcoming prints this week. Happy to discuss these with you!

And quick US market thoughts from Drew Tyler in Market Intelligence… Futures are flat as bond yield are 1-2bp with the

curve bear steepening; today sets up as a quiet session into tmrw’s CPI print which takes on heightened importance with the

recent rebound in oil. There is a 3Y bond auction today which Jay Barry thinks may need extra concessions to digest, further

pressuring yields higher as well as elevated credit issuance. USD is a touch higher as is USD/JPY. Cmdtys are higher led by Ags

and Energy catalyzed by reduced expectations of a SoH deal; Base Metals are leading Precious. In Eqys, Semis / Memory names

are leading the Tech tape with Mag7 names mixed. Most sectors are mixed, without a directional tilt, with Materials standing out

1