Hedge Funds Bet Big on Teradyne for 2026 Amid AI Infrastructure Boom

Hedge funds are loading up on Teradyne, a company transitioning from the smartphone chip market to testing equipment for AI infrastructure. Its UltraFLEXplus and Magnum 7 testing systems are seeing strong demand, resulting in revenue and margin growth. Teradyne is positioned to benefit from the industry's shift towards optical interconnects and silicon photonics, as its testing systems can verify complex next-generation chips before they are deployed in crucial data centers.