iPad Suppliers Strong Today (CRUS, BRCM, STM)

Companies like Cirrus Logic CRUS, ST Micro STM and Broadcom BRCM are outperforming today, as these companies have parts in the new iPad 2, which is sold out all over the place.

While the broader market has been fairly weak the entire day, shares of Apple AAPL suppliers to the iPad 2 have been gaining, and these companies are the beneficiary of stronger than expected demand for the tablet.