Q4 revenue guidance of $325 million to $345 million implies about 130% growth, so the reacceleration is not a one-quarter event. Data center AI demand drove the FPGA business past expectations on both EPS and revenue.
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Here Are Tuesday’s Top Wall Street Analyst Research Calls: Borg Warner, Boyd Gaming, JetBlue, Lattice Semiconductor, Lockheed Martin, Nike, Northrop Grumman, Procter & Gamble, SPX Technologies, and More
Pre-Market Stock Futures: Futures are trading higher after we started off the first full trading week of the 4th quarter in solid style, as all major indices finished the day higher despite…
This Under-the-Radar Chip Company Could Have a Much Bigger Future
Rambus sits inside nearly every next-generation server memory module yet trades at a fraction of its flashier chip rivals, and its roadmap through 2027 could force the market to finally pay attention.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Atlassian, Dick’s Sporting Goods, EPAM Systems, GoDaddy, Intuit, Jersey Mike’s Subs, JFrog, Lattice Semiconductor, and More
Wall Street analysts are reshuffling their bets ahead of a critical inflation report and NVIDIA earnings that could jolt markets in either direction. Find out which names got upgraded, cut, or newly…
4 Famous Billionaire Investors Just Bought This Little Known Semiconductor Stock
Four of Wall Street's most closely watched hedge fund managers quietly built massive stakes in the same obscure semiconductor name, while one legendary contrarian investor just walked away entirely. The disagreement at…
Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and…
Rambus Stock Has Been on a Wild Ride. Here’s What Happens Next
Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story…
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
Tech Investors Are Choosing SOXX Over SPX — Here’s Why
Can investors get technology-sector exposure with exchange traded funds (ETFs) that track the S&P 500 or SPX? Sure, but many people are choosing the iShares Semiconductor ETF (NASDAQ:SOXX), which doesn’t track the…
Monday’s Top Analyst Upgrades and Downgrades: AbbVie, Adobe, Advance Auto Parts, Anheuser-Busch, Bumble, Fortinet, Nike, Palo Alto Networks and More
Monday's top analyst upgrades and downgrades included AbbVie, Adobe, Advance Auto Parts, Anheuser-Busch InBev, Bumble, Fortinet, Nike and Palo Alto Networks.
Wednesday’s Top Analyst Upgrades and Downgrades: Applied Materials, CrowdStrike, First Solar, Newmont, Occidental Petroleum, Palo Alto Networks, Take-Two Interactive, Twilio, Zscaler and More
Wednesday's top analyst upgrades and downgrades included Ally Financial, Applied Materials, CrowdStrike, Fidelity National Information Services, First Solar, Fortinet, Newmont, Occidental Petroleum, Palo Alto Networks, Take-Two Interactive Software, Trade Desk, Twilio and…
Wednesday’s Top Analyst Upgrades and Downgrades: eBay, EOG, Etsy, Global Payments, JPMorgan, MetLife, Otis, Salesforce, Wayfair and More
Wednesday's top analyst upgrades and downgrades included Albemarle, Camping World, eBay, EOG Resources, Etsy, Global Payments, IMAX, JPMorgan Chase, MetLife, Otis Worldwide, Salesforce, Wayfair and Zillow.
Here Are 7 Solid Buys in Semiconductor Stocks Says Jefferies
The semiconductor industry has fallen sharply since a December peak. Analysts at Jefferies believe the bottom is near and that AMD, Marvell Technology, Nvidia and these other stocks will be big winners.
Thursday’s Top Analyst Upgrades and Downgrades: BlackRock, Devon Energy, DuPont, JD.com, PayPal, Qualcomm, Simon Properties, Square and More
Thursday's top analyst upgrades and downgrades included BlackRock, Devon Energy, DuPont, JD.com, PayPal, Qualcomm, Simon Properties, Square and Zillow.
Wednesday Afternoon Analyst Upgrades and Downgrades: Camping World, Nvidia, Victoria’s Secret and More
24/7 Wall St. looks at some big analyst upgrades and downgrades that we have seen so far on Wednesday, including American Water Works, Camping World, Nvidia and Victoria’s Secret.
Coursera, Lattice Semiconductors, Qualcomm and More Monday Afternoon Analyst Calls
24/7 Wall St. looks at some big analyst calls that we have seen so far on Monday, including Coursera, Discover Financial, Lattice Semiconductors, Qualcomm and Takeda Pharmaceutical.