Semiconductor News & Analysis Feed

20 articles

2026-09-15

Micron: The AI Memory Cycle Still Looks Underpriced (Upgrade) (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-09-15

2026-09-14

JPMorgan double upgraded a data center stock that struck a deal with Nvidia earlier this year - CNBC

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www.cnbc.com 2026-09-14

2026-09-12

The 12-Inch Photomask Is Not a Size Upgrade. It Is a Reboot of the High-NA EUV Supply Chain - semivision

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tspasemiconductor.substack.com 2026-09-12

2026-09-11

Renishaw Gets a Semiconductor Upgrade - Yahoo Finance

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news.google.com 2026-09-11

2026-09-11

What to Know as Wells Fargo Upgrades Synopsys Stock - Barchart.com

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www.barchart.com 2026-09-11

2026-09-11

What to Know as Wells Fargo Upgrades Synopsys Stock - Yahoo Finance

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finance.yahoo.com 2026-09-11

Wells Fargo upgraded Synopsys (SNPS) stock to 'Overweight,' citing strong demand for electronic design automation (EDA) driven by artificial intelligence (AI) and advanced semiconductor design. The analyst raised the price target to $475, implying nearly 20% upside. Despite a 25% decline from its YT

Synopsys EDA Semiconductor Design Artificial Intelligence Wells Fargo Stock Rating AI Chips Technology Stocks

2026-09-10

‘Nvidia Effect’ Enables Israel to Upgrade Growth Forecasts - Bloomberg.com

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www.bloomberg.com 2026-09-10

2026-09-10

Wells Fargo Upgrades Synopsys to Overweight From Equalweight, Adjusts PT to $475 From $450 - marketscreener.com

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news.google.com 2026-09-10

2026-09-10

ASML: Samsung Adds Fuel To The Next EUV Growth Cycle (Rating Upgrade) - Seeking Alpha

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