memory

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...

Mehdi Hosseini of Susquehanna Financial Group made the case on Monday for investors should be incrementally more cautious on the Memory/Drive Semiconductor names following a series of meetings he had last week with executives in China and Taiwan. According to Hosseini, his meetings in China and...

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...