Stocks
AI Risks to Amplify Chip-Software Stock Divide
A Markets Pulse survey indicates AI risks will widen the performance gap between chipmakers and software providers, despite a general tech stock...
#semiconductors 43 articles
Stocks
Rambus Projects $192M-$198M Q2 Revenue, EPS of $0.65-$0.73
Rambus forecasts second-quarter revenue between $192 million and $198 million, with non-GAAP earnings per share projected at $0.65 to $0.73.
Markets
AMD Stock Jumps 9% on Bullish Analyst Outlook
Advanced Micro Devices (AMD) shares climbed over 9% today, driven by a bullish 'overweight' rating from Barclays analyst Blayne Curtis, who forecasts...
World Business
China’s Chip Drive Undercuts Global Rivals, Reshaping Market Dynamics
China's accelerated push for semiconductor self-reliance, spurred by US curbs, is driving down global chip prices and challenging established players, despite lagging...
World Business
US Chip Curbs Fuel China’s Semiconductor Ambitions
US export restrictions on advanced chips have inadvertently spurred China's drive for semiconductor self-reliance, leading to a focus on "good-enough" technology powering...
Markets
Mega-Cap Stocks Present Strong Opportunity as UPS Faces Headwinds
As United Parcel Service navigates declining revenue and labor challenges, analysts point to Applied Materials and Caterpillar as compelling mega-cap alternatives for...
Markets
Optical Growth, Strategic Deals Propel Marvell Stock Up 5%
Marvell Technology shares rose nearly 5% today following positive analyst remarks highlighting the semiconductor maker's optical components business and strategic deals. The...