semiconductors

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Merrill Lynch’s Top Semiconductor Stock Picks for 2015

Bank of America Merrill Lynch released its 2015 Semiconductor Playbook, which ultimately remains positive but becomes more selective. The major themes that Merrill Lynch’s Vivek Arya sees impacting the sector ...
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What Does Falling Short Interest Mean for the Semiconductor Industry?

The short interest data have come out for the November 28 settlement date. Semiconductor stocks took a hit during the market sell-off in mid-October, but recent short interest data show ...
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Deutsche Bank Raises Price Targets on 3 Top Chip Equipment Stocks

Despite a very solid year for the semiconductor industry -- the SOX index, which tracks the chip stocks, is up almost 30% -- many of the top firms we cover ...
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What Do Ambarella Earnings Mean for the Semiconductor Sector?

Ambarella Inc. (NASDAQ: AMBA) reported its third-quarter results Thursday after the market close as $0.68 in earnings per share and $65.7 million in revenue, against Thomson Reuters consensus estimates of ...
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Merrill Lynch’s 4 Top Semiconductor Stocks to Buy

Despite an almost 30% move in the SOX index this year, which tracks the semiconductor industry, the analysts at Merrill Lynch are advising clients that they should stay long the ...
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Microchip Guidance: Reversal of Some Misfortune?

If there was one semiconductor company's guidance ahead of the last earnings season that contributed heavily to an already negative tone at the time, it was Microchip Technology Inc. (NASDAQ: ...
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Why Analysts Like the Cypress and Spansion Merger So Much

Cypress Semiconductor Corp. (NASDAQ: CY) and Spansion Inc. (NYSE: CODE) announced Monday after the close that they had entered into a definitive agreement to merge in an all-stock, tax-free transaction ...
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Why Cypress Is Buying Spansion for $4 Billion

Programmable system-on-a-chip maker Cypress Semiconductor Corp. (NASDAQ: CY) and embedded processor manufacturer Spansion Inc. (NASDAQ: CODE) announced Monday after markets closed that the companies had signed a definitive agreement to ...
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Semiconductor Short Interest Reacts to Recent Highs

The short interest data for the semiconductor industry have come out for the November 14 settlement date. These chip stocks all took a hit during the market sell-off in mid-October, ...
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Why Analysts and Investors Are Loving Intel Again (and Should in 2015)

Intel Corp. (NASDAQ: INTC) hosted its analysts day and brought big cheers, in part on solid guidance, but mostly due to the unexpected dividend hike. Intel is still underloved on ...
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Intel Delivers Big Surprise With Dividend Hike and 2015 Guidance

Intel Corp. (NASDAQ: INTC) may be hosting its annual investor meeting, but there was a significant surprise that many investors had been warned previously not to expect. Intel is raising ...
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Applied Materials Hurt on Outlook

Applied Materials Inc. (NASDAQ: AMAT) reported its fourth-quarter and full-year earnings Thursday after the market close. For the fourth quarter, the company reported $0.27 in earnings per share (EPS) on ...
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Growing Optimism in Semiconductor Short Interest

The short interest data for the semiconductor industry have come out for the October 31 settlement date. These chip stocks all took a hit during the market sell-off in mid-October, ...
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3 Chip Equipment Stocks to Buy for Surging Consumer Demand

After years of declining sales, the very segment that got the semiconductor industry rolling is finally starting to wake up from demand hibernation. Personal computer (PC) sales used to drive ...
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4 Top Chip Stocks to Buy That Benefit From Return to Lower Volatility

As October draws to a close, so does one of the most volatile trading months since the fall of 2011. Just a few short weeks ago we were one more ...
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