What to Make of Combined KLA-Tencor and Lam Research
The wave of semiconductor mergers continues. This time it is on the capital equipment side of the semiconductor industry.
The wave of semiconductor mergers continues. This time it is on the capital equipment side of the semiconductor industry.
In a new Deutsche Bank research report, while Buy ratings are kept on three top stock picks, price targets are slashed on all the sector leaders.
Wikimedia CommonsIf there was ever a time when investors are thrilled to see the calendar change it could be now. With the fourth quarter just starting, many are more than relieved to…
ThinkstockOne thing that never changes in the dynamic world of technology, and especially in semiconductors, is the ability for change and new product innovation. Since the beginning, chip technology has evolved for…
Next week in San Francisco is the largest semiconductor capital equipment trade show, called SEMICON West. All the players are there, and positive announcements can have a huge impact on stock prices.
In a new research report, JPMorgan says a new chip design could be big for three top chip capital equipment companies.
Wednesday's top analyst upgrades, downgrades and initiations include Altera, Amazon.com, Chipotle Mexican Grill, Halliburton, MGIC Investment, Nokia, SAP and Teva Pharmaceutical.
Credit Suisse is the most positive of all analysts covering Lam Research, so we wanted to see what the firm had to say after its shares popped.
While the headline news might be viewed negatively for semiconductor capital equipment stocks, Merrill Lynch remains bullish and views the weakness as an attractive buying opportunity.
Jon OggIf there is one firm on Wall Street that investors have been told that they want to pay attention to during analyst upgrades and downgrades, it is Goldman Sachs. The firm has…
One thing that seems to be in consensus at the Wall Street firms we cover here at 24/7 Wall St. is that technology is a sector that should be a leader for…
A new research report from UBS suggests that fears of a huge drop in Intel's capital expenditures (capex) may be unfounded.
Some of these battered tech names may make good additions to a portfolio as they pay decent dividends, should continue to buy stock back and should turn around the underperforming company segments…
A new report from Merrill Lynch highlights five top semiconductor equipment stocks to buy.
The stocks of many public companies have soared in the past year, even with a larger number of them posting only mediocre financial results. The overall market improvement has been that strong. However,…