semiconductors

The Intel Corporation (NASDAQ: INTC) story has shifted from expectations for PC and server growth to beat low expectations to  the company's "slippage" in the competitive landscape, according to Barclays. The Analyst Barclays' Blayne Curtis downgraded Intel from...

Bluefin Research recently returned from a trip to Asia to survey demand in the semiconductor industry. Analyst Paul Peterson expects suppliers to beat Wall Street estimates in the coming earnings season and announce roughly in-line guidance. “We think the uncertainty surrounding the...

The future of technology requires more advanced semiconductor technologies, faster networks and cloud-based data centers, according to Morgan Stanley. At the front of it all is NVIDIA Corporation (NASDAQ: NVDA). The Analyst Morgan Stanley's Joseph Moore upgraded Nvidia's stock ...

The decline in cryptocurrency mining demand could finally be impacting the semiconductor market, according to a new report from Morgan Stanley. What Happened In the firm's latest weekly semiconductor report, analyst Joseph Moore said February Semiconductor Industry Association data suggests...

Texas Instruments Incorporated (NASDAQ: TXN)'s business warrants a premium valuation, but after a strong appreciation in the stock over the past year, the valuation captures the company's strong outlook, according to Longbow. Research. The Analyst Longbow's Shawn Harrison initiated...

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...

Intel Corporation (NASDAQ: INTC) shares have underperformed their peer group for years, with valuation at a discount relative to its peers, an analyst at Citigroup said. The Analyst Citi analyst Christopher Danely maintains a Buy rating on the shares of Intel. The analyst named the shares as...

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...

Semiconductor manufacturers are clawing to become the core drivers of the autonomous vehicle industry, and three have emerged at the vanguard. NVIDIA Corporation (NASDAQ: NVDA) is the undisputed leader with Advanced Micro Devices, Inc. (NASDAQ: AMD) and Intel Corporation (NASDAQ: INTC) still...

Advanced Micro Devices, Inc.(NASDAQ: AMD) shares were up 5.8 percent Wednesday after the company’s fourth-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the report.  Voices From The Street Bernstein analyst Stacy...