Welcome to Markets Desk, your midday read on what's moving money and markets.
Bill Miller, one of value investing's most respected names, has been putting fresh capital to work through Miller Value Partners. Miller's moves tend to signal disciplined conviction rather than momentum chasing, so when he adds new positions, the Street pays attention. The specific names haven't been widely detailed, but the activity confirms he sees opportunity in current valuations.
Shifting to telecom, T-Mobile is drawing serious analyst attention following a strong first quarter of two thousand twenty six. Analysts are projecting upside north of thirty percent from current levels, citing subscriber growth, network execution, and margin discipline. That kind of price target spread suggests the stock may still have room to run even after a solid post-earnings reaction.
Meanwhile, the AI infrastructure buildout continues to surface unexpected winners. Sanmina Corporation, a contract electronics manufacturer, is seeing triple-digit revenue growth tied to its pivot toward AI data center hardware. The company has historically flown under the radar, but that strategic repositioning is forcing a serious conversation about whether its current valuation still reflects the old business or the new one.
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