New In-Vitro Study Finds Millipede88 with Corrugated Technology Outperformed Cyclic and Conventional Aspiration - Business Wire

After another historic rise through early June, driven primarily by semiconductor and AI-related stocks, technology sector returns have cooled somewhat. A combination of geopolitical risks such as the Iran war, worries about the size and sustainability of the AI buildout, and what we viewed as some stretched valuations has contributed to this. The Morningstar US Technology Index is up 32.0% on a trailing 12-month basis, compared with 20.0% for the US equity market, with quarter-to-date returns of 5.4% versus 2.0%, respectively. While some stocks have cooled off, we think the AI buildout remains fundamentally intact. The buildout is still supply-constrained, capex estimates for 2027 have risen, the unit economics on recent compute deals suggest very healthy ROIs for installed compute capacity, and token consumption continues to increase exponentially while model capabilities continue to improve. While we remain positive on the fundamentals, many semis screen as overvalued, so we would be very selective here. Cybersecurity names have run up quite a bit and are overvalued. After the recent partial comeback for software, we see the sector as closer to fairly valued.

The brand gives UFP Packaging's corrugated business a distinct identity and brings its products, capabilities and manufacturing locations under one name. GRAND RAPIDS, Mich., Oct. 13, 2026 /PRNewswire/ -- UFP Packaging, North America's leading industrial packaging manufacturer, today announced the launch of All Boxed Up, a dedicated brand for its corrugated packaging business. The launch comes as UFP Packaging continues to expand its corrugated business, including the addition of its Las Vegas manufacturing facility in mid-2026. "As our corrugated business has grown, we have seen an opportunity to give it an identity that more clearly reflects the products, capabilities and customer relationships behind it," said Scott Worthington, president of UFP Packaging. "All Boxed Up presents our customers with a clearer picture of the full-service corrugated partner we've become while giving us a stronger foundation for continued investment in the industry. ""All Boxed Up gives our teams a brand that better represents the work we do," said Nick Hoffman, vice president of UFP Packaging.