Semiconductor News & Analysis Feed
20 articles
2026-08-20
seekingalpha.com
2026-08-20
2026-08-20
seekingalpha.com
2026-08-20
2026-08-18
seekingalpha.com
2026-08-18
2026-08-05
www.proactiveinvestors.com
2026-08-05
2026-08-05
seekingalpha.com
2026-08-05
2026-08-03
seekingalpha.com
2026-08-03
2026-08-02
www.barchart.com
2026-08-02
2026-07-22
www.barchart.com
2026-07-22
Wedbush believes that ASML's increased revenue guidance signals continued growth in the semiconductor industry, particularly in memory chips, which benefits DRAM-focused manufacturers like SK Hynix. Analyst Matt Bryson notes that strong demand for both logic and DRAM chips to support AI development
2026-07-22
finance.yahoo.com
2026-07-22
Wedbush believes that ASML's increased revenue guidance for 2027 bodes well for SK Hynix and other memory chipmakers, driven by strong demand for both leading-edge logic and DRAM to support AI development. Analyst Matt Bryson notes that the timing of increased EUV shipments aligns with expectations
2026-07-21
seekingalpha.com
2026-07-21
2026-07-16
www.proactiveinvestors.com
2026-07-16
2026-07-14
news.google.com
2026-07-14
2026-07-10
finance.yahoo.com
2026-07-10
Wedbush analysts believe that NVIDIA's upcoming Vera CPU could significantly strengthen its position in the server processor market. The new processor is expected to outperform traditional x86-based chips, enabling NVIDIA to compete more directly with established CPU vendors. This development aligns
2026-06-27
www.tradingview.com
2026-06-27
Wedbush Securities issued a bullish outlook on NVIDIA and Microsoft stocks, suggesting that recent market pullbacks present attractive long-term investment opportunities. While major technology stocks, including Meta and Apple, have faced pressure due to high AI-related capital expenditures, Wedbush
2026-06-26
finance.yahoo.com
2026-06-26
Micron Technology, a leading global provider of memory and storage solutions, has attracted attention from major investment firms amid rising demand for AI-driven memory. Wedbush and Rosenblatt have both raised their price targets for the company, reflecting strong confidence in sustained AI-related
2026-06-23
news.futunn.com
2026-06-23
2026-06-15
seekingalpha.com
2026-06-15
2026-06-15
seekingalpha.com
2026-06-15
2026-06-10
www.cnbc.com
2026-06-10
Wedbush analyst Matt Bryson recently stated that NVIDIA is undervalued, a perspective particularly significant given current challenges facing the semiconductor industry. As a leading GPU manufacturer and AI computing solutions provider, NVIDIA's products are widely used in data centers, autonomous
2026-06-08
www.msn.com
2026-06-08
NVIDIA's Grace Blackwell systems, including the GB300 and B300, continue to experience strong market demand, with several customers indicating increasing difficulty in sourcing these products, according to Wedbush. The firm notes that supply constraints, particularly around memory, are a key factor,