A five-quarter streak of earnings beats just ended, with EPS missing expectations by 25% and revenue falling 12% short of consensus. The offset: gross margin widened to roughly 29.9% from 21.5% a year ago on richer silicon photonics mix, and management guided to a record $520 million quarter. Keep an eye on the stock as investors weigh the miss against that guidance.
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TSEM Coverage
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More
Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated…
The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
One ETF sponsor filed a bearish bet against the chip industry's biggest name, then five days later launched a fund built to profit from the same sector's growth. The timing raises questions…
United Microelectronics Falls 7%, Tower Semiconductor Sinks 10%, GlobalFoundries Drops 7% as AI Spending Fears Hit Foundries
A Wall Street Journal report on $3 trillion in off-balance-sheet tech commitments just sent shockwaves through the foundry sector, and the ripple effects are raising uncomfortable questions about whether the AI buildout…
3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August
While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth…
Here Are Friday’s Top Wall Street Analyst Research Calls: Baker Hughes, Etsy, HubSpot, Instacart, JetBlue, Roku, SpaceX, Tower Semiconductor, Trade Desk, and More
Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as…
New LUMA ETF Charges 0.64% to Give You Diversified Photonics Exposure
KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount,…
After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
The $500 Billion Capex Question That Will Make or Break BAI in 2026
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
Live Nasdaq Composite: Tech Pulls Back While Oil Breaks $100 on Strait Tensions
Live Updates Tech Turns Higher 12:47pm ETThe markets are clawing back earlier losses, including tech stocks, sending the Nasdaq Composite higher by 0.53%. Today’s biggest tech gainers include Microsoft (Nasdaq; MSFT), Broadcom…
Tower Semiconductor Could Hit $230, but the Long-Term Payoff Is the Big Story
Tower Semiconductor Ltd. (NASDAQ:TSEM | TSEM Price Prediction) has been one of the semiconductor sector’s standout performers, with shares up 2.46% over the past week and up nearly 44% over the past…
NVIDIA Up Big to Close Out The Week
Nvidia Corporation (NASDAQ:NVDA | NVDA Price Prediction) surged 72% on Friday, February 6, 2026, closing at $185 after opening at $176.69. The rally came on the back of three major catalysts that…
Stock Market Live May 14: S&P 500 (VOO) Rises as IPOs Return to Popularity
Live Updates Hump Day Ends With a Bump for The S&P 5004:01pm ETThe Vanguard S&P 500 ETF closed today at 540.03, up 0.1%. President Trump's Mideast Tour '2511:48am ETPresident Trump continues to…
The Semiconductor Big Dogs Are Eyeing Intel’s Foundry Business, Sending Shares Higher
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 4% heading into midday trading Wednesday on reports that the world’s leading contract chipmaker, Taiwan Semiconductor Manufacturing (NYSE:TSM), has proposed a groundbreaking…
Tuesday Morning’s 15 Tech Stock Movers Include Intel, Nvidia and Tower Semiconductor
Intel's $5.4 billion acquisition of Tower Semiconductor was juicing up tech stocks in the early going Tuesday.