Oppenheimer is one of the Wall Street firms that feels Apple is losing its luster. With intense smartphone and tablet competition, the firm feels that the current product cycle for the company…
The obvious benefits to Apple Inc. (NASDAQ: AAPL) and China Mobile Ltd. (NYSE: CHL) from the deal announced Sunday night also trickle down to semiconductor makers that supply Apple with memory and…
In a new research report, the Merrill Lynch team points out that the sector is trading at the steepest discount to the market in its history. It seems that 2014 might be…
Jon Ogg in NYCStocks are wanting to challenge their all-time highs again going into year-end, and investors have to figure out how to position their portfolios for 2014. 24/7 Wall St. reviews…
ThinkstockAvago Technologies Ltd. (NASDAQ: AVGO) announced Monday morning that it will acquire LSI Corp. (NASDAQ: LSI) for $11.15 a share, or a total of about $6.6 billion. The stock in both firms…
ThinkstockWorldwide sales of semiconductors climbed to a record $80.92 billion in the third quarter of 2013, up 8.4% from $74.64 billion in the prior quarter, according to the Semiconductor Industry Association (SIA).…
ThinkstockCredit Suisse has made many key changes to its universe of Top Picks. This is the firm’s sector-by-sector report showing the three top picks from the firm’s analysts. For each stock that…
ThinkstockThe summer conference season has drawn to a close for this year. What has become an annual trek for hedge funds, mutual funds, portfolio managers and other investors to have the opportunity…
It may be the last dog days of summer ahead of Labor Day, but analysts are still dribbling out research calls. Now that stocks have pulled back, investors and traders are looking…
These are the top analyst upgrades, downgrades and initiations from select Wall Street research calls on Thursday, July 25, 2013. They include Caterpillar, Facebook, Ford, Sequenom and Northrup Grumman.
These are the top analyst downgrades, cautious research notes and stocks to sell from Wall Street for Thursday, July 11, 2013. They include Wynn Resorts, Avago Technologies, Transocean and Lululemon.
ThinkstockSterne Agee analyst Vijay Rakesh has given a snapshot on various semiconductor sector plays ahead. While many fundamental analysts have keyed in on fundamentals, one of Rakesh’s angles is covering higher dividends,…
ThinkstockIt should come as no surprise that the growth in the semiconductor industry is being driven by smartphones, tablets and notebooks. This tremendous growth is more than offsetting the declines from desktop…
ThinkstockFirst-quarter earnings season for the semiconductor sector yielded generally in-line results and guidance, somewhat calming investor fears. While the resulting outperformance in the semiconductor index (SOX) is a relief, the Deutsche Bank…
ThinkstockThe stock market has had a tremendous first quarter, and semiconductor stocks as a sector are up more than 15%. Even though many Wall St. analysts and equity strategists see the market…
