Semiconductor News & Analysis Feed
20 articles
2026-09-23
seekingalpha.com
2026-09-23
2026-09-23
seekingalpha.com
2026-09-23
2026-09-18
seekingalpha.com
2026-09-18
2026-09-10
seekingalpha.com
2026-09-10
2026-09-10
seekingalpha.com
2026-09-10
2026-09-10
seekingalpha.com
2026-09-10
2026-09-02
seekingalpha.com
2026-09-02
Texas Instruments (TI) received a stock rating upgrade due to a stronger sales outlook. According to Khaveen Investments, the company's industrial segment recovery and its expanding partnership with NVIDIA in the data center space are key drivers behind its revised five-year average revenue growth f
2026-09-01
www.ad-hoc-news.de
2026-09-01
2026-08-31
seekingalpha.com
2026-08-31
2026-08-23
seekingalpha.com
2026-08-23
2026-08-19
seekingalpha.com
2026-08-19
2026-08-15
www.marketbeat.com
2026-08-15
Applied Materials (NASDAQ:AMAT) received an upgrade to a 'buy' rating from Wall Street Zen, previously holding a 'hold' stance, reflecting growing confidence in its semiconductor equipment business. The company reported strong Q3 results with $9.12 billion in revenue, exceeding the consensus estimat
2026-08-12
www.marketbeat.com
2026-08-12
2026-08-12
seekingalpha.com
2026-08-12
2026-08-11
seekingalpha.com
2026-08-11
2026-08-05
seekingalpha.com
2026-08-05
2026-08-04
seekingalpha.com
2026-08-04
Micron Technology (MU) has experienced a notable sell-off amid broader market corrections, but analysts now see value in the dip. The company's guided free cash flow and disclosed capital expenditure plan suggest potential buybacks of 8–19% of its float over two years. Even under conservative assump
2026-07-31
seekingalpha.com
2026-07-31
SK hynix has experienced a dramatic market swing, with a 60% stock drop followed by a 30% rebound, signaling a potential bottom and renewed upward momentum. Despite short-term industry headwinds, its leadership in HBM and strong demand from AI infrastructure development support long-term growth. The
2026-07-31
seekingalpha.com
2026-07-31
2026-07-30
seekingalpha.com
2026-07-30