semiconductors

Why Nvidia's Deal for Arm May Have Been a Steal at $40 Billion
Chipmaker Nvidia has reached an agreement with SoftBank to acquire chip designer Arm from the Japanese firm in a deal valued at $40 billion. Now comes the hard part.
Paul Ausick
10 days ago

Short Sellers Yield on Semiconductors, With One Major Exception
The August 31 short interest data have been compared with the previous report, and short sellers backed off from most of these selected semiconductor stocks, with one major exception.
Chris Lange
13 days ago

Does Broadcom Deserve More Credit For Q3?
After markets closed Thursday, Broadcom reported fiscal third-quarter earnings per share of $5.40 and revenue of $5.82 billion, compared with consensus estimates of $5.24 in EPS and revenue of $5.76...
Chris Lange
21 days ago

Major Semiconductors Send Short Sellers Running for Cover
The August 14 short interest data have been compared with the previous report, and short sellers shied away from most of these selected semiconductor stocks.
Chris Lange
29 days ago
Last Updated: 29 days ago

The Value vs Growth Dilemma for Intel, Nvidia and AMD
Now that earnings season is over, it's worth taking a relative value analytical look at AMD, Intel and Nvidia.
Jon C. Ogg
29 days ago

Nvidia Discovers That Life at the Top Can Be Tricky
Chipmaker Nvidia beat second-quarter top- and bottom-line estimates soundly. Investors just expect more.
Paul Ausick
1 month ago

Why Applied Materials' Solid Q3 Could Be Just the Beginning of Good Times Ahead
Semiconductor manufacturing equipment maker Applied Materials beat estimates on both the top and bottom lines when it reported third-quarter results late Thursday. The company's expectations for the...
Paul Ausick
1 month ago

While Cisco Faltered, Top Semiconductor Leaders Offer Opposing Views Ahead
It can be confusing to investors when operating companies that sell to companies and to the public have a differing view than the capital spending (capex) companies which supply the industry. And...
Jon C. Ogg
1 month ago

Semiconductor Short Sellers Focus on Intel
The July 31 short interest data have been compared with the previous report. Short interest in most of these selected semiconductor stocks decreased.
Chris Lange
1 month ago

Strong AMD Q2 Earnings Came With a Forecast for a Stronger Q3
Chipmaker AMD posted better than expected top and bottom line second-quarter results after markets closed Tuesday. The outlook for the third quarter was even better.
Paul Ausick
1 month ago
Last Updated: 1 month ago

6 Semiconductor Equipment Firms Poised for More Growth
While chipmaking giant Intel may be having manufacturing difficulties with its latest chip designs, the makers of semiconductor manufacturing equipment are flourishing.
Paul Ausick
1 month ago

TSMC Will Make More Chips -- for Intel
Intel on Friday announced a further delay in its 7-nanometer CPUs, saying the chips won't be out until late in 2022 or early 2023. And the situation could get worse.
Paul Ausick
1 month ago
Last Updated: 1 month ago

Short Sellers Can't Make Up Their Minds on Semiconductors
The July 15 short interest data have been compared with the previous report. Short interest moves these selected semiconductor stocks were mixed.
Chris Lange
1 month ago

Alphabet, Amazon, Facebook and More Tech/Media Earnings Coming This Week
24/7 Wall St. has put together a preview of some of the larger tech companies that are about to report their quarterly results, including Alphabet, Amazon and Facebook.
Chris Lange
1 month ago

Why Wall Street Sees Intel's Flop as a Huge Victory for 2 Top Rivals
Wall Street decided to throw some of the industry leaders into a boxing ring after their earnings reports. One big loser was Intel.
Jon C. Ogg
1 month ago