-
What AMD's Q4 Means For The Semi Space
Wednesday, January 31, 2018 - 10:16am | 455Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fourth-quarter results after Tuesday's market close, which initially sent shares lower by 7 percent before the stock fully erased all of its losses. Investors will be closely looking at AMD's results to gauge the overall semiconductor...
-
UBS On The Qualcomm-NXP Deal: 'Significant Uncertainties Persist'
Monday, June 19, 2017 - 3:22pm | 393Read More...Analysts at Deutsche Bank reinstated coverage of QUALCOMM, Inc. (NASDAQ: QCOM) with a Hold rating and $62 price target amid "significant uncertainties" surrounding the $38 billion acquisition of NXP Semiconductors NV (NASDAQ: NXPI) and ongoing legal dispute. Qualcomm should be applauded...
-
Keep Calm And Carry On? Tech Sell-Off Is A 'Healthy Correction'
Monday, June 12, 2017 - 4:13pm | 319Read More...Technology stocks notably sold off on Friday and showed few if any signs of reversing trends on Monday. This doesn't mean it's time for investors to worry as the sell-off is merely a "healthy correction," at least according to Hood River Capital Management's Brian Smoluch....
-
Intel, And Other Winners From Seasonal Strength In iPhones And Internet Of Things
Monday, June 12, 2017 - 9:59am | 907Read More...Analysts at Bank of America Merrill Lynch hosted 16 semiconductor companies as part of its Global Tech Conference in San Francisco on June 6 and 7. Key Takeaways Bank of America's Vivek Arya noted three main takeaways from the event. Demand across the auto, industrial, gaming, mobile and data...
-
Semiconductor Stocks Are Red Hot And Showing No Signs Of Cooling Down
Monday, April 10, 2017 - 11:49am | 511Read More...One of the hottest sectors in the "Trump rally" is showing no signs of cooling down. According to a Bloomberg report, semiconductor stocks are on fire as many leading companies are communicating to investors how their technologies will be expanded into new product categories over the coming years....
-
Analyst: The Top Tech Stock Isn't Apple, Alphabet Or Amazon - It's Skyworks Solutions
Thursday, March 16, 2017 - 12:10pm | 431Read More...The top tech stock to buy isn't Apple Inc. (NASDAQ: AAPL), Amazon.com, Inc. (NASDAQ: AMZN) or Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL); rather it's Skyworks Solutions Inc (NASDAQ: SWKS). According to Ari Wald, Oppenheimer's head of technical analysis, the semiconductor maker is...
-
Advanced Micro Devices Q4 Report Reaffirms Bullish Thesis
Wednesday, February 1, 2017 - 10:03am | 351Read More...Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD), a global semiconductor company, has seen its stock soar nearly 375 percent over the past year. Investors and traders appear to be convinced the already strong gains seen since the stock bottomed at $1.81 can be sustained as the stock was...
-
NVIDIA Is Up 190% In 2016: Here's Why You Should 'Jump On Board' For 2017
Wednesday, December 14, 2016 - 2:12pm | 323Read More...NVIDIA Corporation (NASDAQ: NVDA) has seen its stock soar a whopping 190 percent throughout 2016 and is outperforming some of 2015's hottest stocks. Meanwhile, analysts at Evercore ISI are expecting the buying frenzy in NVIDIA to continue throughout 2017. Analyst's Commentary C.J. Muse of Evercore...
-
Activist Investor Expresses 'Frustration' In Letter Delivered To Magnachip Semiconductor
Friday, May 13, 2016 - 1:18pm | 282Read More...Magnachip Semiconductor Corp (NYSE: MX) is a designer and manufacturer of analog and mixed-signal semiconductor products for various applications. On Thursday, MagnaChip Semiconductor received a letter from activist investor and major shareholder, Pleasant Lake Partners. The investment fund owns a...
-
DigiTimes: Taiwan Semiconductor Highest Spender Among Taiwan-Based Manufacturers
Monday, April 18, 2016 - 9:37am | 182Read More...According to a report by DigiTimes, Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) spent more on R&D throughout 2015 than any other publicly traded Taiwan-based manufacturers. DigiTimes, citing Taiwan's Ministry of Economic Affairs, noted that all listed manufacturers combined for a total...
-
Citron: Mobileye Worth Just $11 Now And 'Goldman Sachs Knows It'
Wednesday, April 13, 2016 - 2:10pm | 414Read More...Shares of Mobileye NV (NYSE: MBLY) were trading higher by nearly 2 percent Wednesday afternoon, despite the company being a focus of another research piece by notable short-seller Citron Research. Citron stated in its latest report on Wednesday that things "have gone from bad to worse...
-
Global Semi Sales Down ~2% In 2015
Monday, April 4, 2016 - 2:05pm | 233Read More...According to a report by IHS, global semiconductor revenues fell by 2 percent in 2015. In a report published on Monday, IHS noted quarterly growth for the global semiconductor sector was "weak" throughout every quarter of 2015. In fact, the year started off poor when the market fell 8...
-
New Qualcomm Trial Could Provide Upside For These Semiconductor Stocks
Thursday, February 4, 2016 - 2:28pm | 322Read More...In a new report, Sterne Agee CRT analyst Douglas Freedman discusses the market impact of QUALCOMM, Inc. (NASDAQ: QCOM)’s new commercial trial of cellular and WiFi band aggregation. According to Freedman, the move could be a bullish sign for three semiconductor stocks. Qualcomm will be...
-
Bearish Reaction To Semiconductors: Vetr Crowd Downgrades Advanced Micro Devices And Texas Instruments
Wednesday, November 25, 2015 - 2:46pm | 387Read More...Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) have lost more than 15 percent over the past year. The Vetr crowd has downgraded AMD's stock rating to 1.5 stars out of a possible five. The crowd appears to have turned incrementally bearish on semiconductor names in general, as Texas...
-
4 Semiconductor Stocks Disappointing Goldman Sachs
Friday, October 23, 2015 - 12:50pm | 547Read More...James Covello of Goldman Sachs discussed four semiconductor companies that issued "disappointing" reports. The companies include: Altera Corporation (NASDAQ: ALTR), Freescale Semiconductor Ltd (NYSE: FSL), MKS Instruments, Inc. (NASDAQ: MKSI), and Maxim Integrated Products Inc. (...
