Dell, Amphenol placed on 'Positive Catalyst Watch' ahead of earnings: JP Morgan | Seeking Alpha

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Dell Technologies (NYSE:DELL) and Amphenol (NYSE:APH) were placed on J.P. Morgan's "Positive Catalyst Watch" ahead of third quarter earnings, while Lumentum Holdings (NASDAQ:LITE) and Qualcomm (NASDAQ:QCOM) appeared on the "Negative Catalyst Watch" list.

Amphenol is expected to benefit from an