Semiconductor News & Analysis Feed

20 articles
2026-09-30
www.moomoo.com 2026-09-30
2026-09-28
finance.yahoo.com 2026-09-28
BNP Paribas's upgrade of Synopsys from Underperform to Neutral with a $420 price target signals a meaningful shift in institutional sentiment toward the EDA giant. The core thesis underpinning this move is the gradual dissipation of the three headwinds that have weighed on SNPS shares: AI disruption
2026-09-28
www.insidermonkey.com 2026-09-28
BNP Paribas's upgrade of Synopsys to Neutral reflects a meaningful shift in the risk-reward calculus for the EDA leader. The core thesis is that the three structural headwinds—AI disruption fears, Intel-related demand softness, and China export restrictions—are simultaneously moderating, creating a
2026-09-26
www.tradingview.com 2026-09-26
2026-09-25
www.benzinga.com 2026-09-25
2026-09-25
finance.yahoo.com 2026-09-25
2026-09-25
247wallst.com 2026-09-25
2026-09-25
seekingalpha.com 2026-09-25
2026-09-25
www.investing.com 2026-09-25
2026-09-24
seekingalpha.com 2026-09-24
2026-09-24
www.marketbeat.com 2026-09-24
2026-09-24
www.marketscreener.com 2026-09-24
2026-09-24
finance.yahoo.com 2026-09-24
2026-09-23
simplywall.st 2026-09-23
2026-09-18
tomshardware.com 2026-09-18
The U.S. House of Representatives recently passed a bill aimed at regulating electricity usage by AI data centers, requiring them to cover the full cost of grid upgrades initiated in their favor. Known as the 'Ratepayer Protection Act,' the legislation amends the 1978 Public Utility Regulatory Polic
2026-09-11
www.barchart.com 2026-09-11
2026-09-11
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
2026-09-10
news.google.com 2026-09-10
2026-09-09
www.youtube.com 2026-09-09
2026-09-09
in.investing.com 2026-09-09