memory

Applied Materials, Inc. (NASDAQ: AMAT) hosted its AI Design Forum Tuesday in San Francisco, during which the company introduced its Endura platforms for manufacturing the next-gen of memories. Although the market for these new products is likely to remain small in the near term, the launch...

Shares of Micron Technology, Inc. (NASDAQ: MU) are trading near their lowest levels in a year, but CEO Sanjay Mehrotra insists demand the demand for the company's end products "continues to be vibrant." What Happened Micron's fiscal first-quarter report sent shares tumbling...

The outlook for the storage market bodes especially well for NetApp Inc. (NASDAQ: NTAP) while the bearish case for Pure Storage Inc (NYSE: PSTG) is no longer warranted, according to Goldman Sachs. The Analyst Goldman Sachs' Rod Hall upgraded NetApp's stock rating from Neutral to Buy with a...

Micron Technology, Inc. (NASDAQ: MU) reported Thursday afternoon with fiscal fourth-quarter results that came in ahead of expectations, but the chipmaker's guidance signals a potential downturn in the memory market, according to Morgan Stanley. The Analyst Morgan Stanley's...

Bank of America Merrill Lynch is projecting slackened demand for wafer fab equipment, making the sell-side firm wary of semiconductor equipment makers. The Analyst Analyst Vivek Arya downgraded shares of both Lam Research Corporation (NASDAQ: LRCX) and Applied Materials, Inc. (NASDAQ: AMAT...

Micron Technology, Inc. (NASDAQ: MU) reported Wednesday afternoon with yet another beat-and-raise quarter, which shows the company is executing "near-flawlessly" in the memory market, according to Rosenblatt Securities.  The Analyst Analyst Hans Mosesmann maintained a Buy on Micron...

Shares of Intel Corporation (NASDAQ: INTC) have "performed well" lately, and Raymond James said in a Monday note that the  Silicon Valley company has zero negative catalysts on the horizon that would prompt Wall Street to revise estimates lower. The Analyst Raymond James' Chris...

Shares of Micron Technology, Inc. (NASDAQ: MU) have gained more than 45 percent since the beginning of the year, but the stock still has room to run, according to Baird. The Analyst Baird Equity Research's Tristan Gerra maintains an Outperform rating on Micron's stock with a price target...

Morgan Stanley is hosting its annual Tech, Media & Telecom conference in San Francisco this week, and the firm's semiconductor analyst Joseph Moore has compiled a summary report on what investors need to know from the first day of the conference. Here’s an overview of what Moore had...

Semiconductor stocks led by NVIDIA Corporation (NASDAQ: NVDA) have exploded higher as a combination of chip demand and rising prices created the perfect opportunity for growth. However, after another huge year for demand in 2017, investors must decide whether the semiconductor boom is cyclical or...

Shares of Intel Corporation (NASDAQ: INTC) were trading higher by nearly 5 percent ahead of Friday's opening bell and above its 52-week high of $41.58 after the company reported a "solid all around" third quarter earnings report, analysts at Oppenheimer said in a research report. However, the firm'...

Shares of Micron Technology, Inc. (NASDAQ: MU) were trading higher by more than 5 percent early Wednesday morning and are now flirting with the stock's 52-week high of $36.60. The company reported Tuesday its fiscal fourth quarter results, which came in above consensus estimates and solidifies the...

Seagate Technology PLC (NASDAQ: STX) continues to struggle with ramping its 10TB helium drives, reason enough to prompt analysts at Jefferies to downgrade the stock. The firm's James Kisner downgrades Seagate's stock rating from Buy to Hold with an unchanged $90 price target. Seagate has already...

In a report published Tuesday, Citigroup analyst Atif Malik commented that investor concern within the semiconductor space continues with a focus on additional capital expenditure cuts on weak PC demand and DRAM oversupply. Malik reviewed and answered key investor questions: Will Memory Capex...