semiconductors

Despite the semiconductor cycle downturn, chip stocks held up fairly well in 2019. The iShares S&P NA Tec. Semi. Idx. Fd. (NASDAQ: SOXX) has gained about 60% year-to-date.  The top-performing S&P 500 stock of the year continues to be Advanced Micro Devices, Inc. (NASDAQ: AMD)....

The top three performing stocks out of the entire S&P 500 index are chipmakers, CNBC's Seema Mody said on Thursday's "Trading Nation." The three stocks are Advanced Micro Devices, Inc. (NASDAQ: AMD) which is up 146%, followed by Lam Research Corporation (NASDAQ: LRCX),...

Qualcomm Inc's. (NASDAQ: QCOM) strong fourth-quarter results pleased sell-side analysts, but the driving factor in much of the bullishness is the ramp up of 5G, expected to bolster the company's bottom line starting next year. Investors were also bullish on the chip maker, buying its stock...

The last quarter was a rough arena in some ways for semiconductors as US-China trade tensions, recession fears, and mixed interest rate expectations covered the field with a thick fog of market noise, volatility, and plenty of headline risk. Amid this backdrop, two of the chip industry’s...

Earnings season for semiconductor companies is for the most part over. The reports showed that data center trends are "still soft," while the PC market is "looking good," according to Nomura. The Analyst David Wong maintained a Buy rating on AMD's stock with...

Advanced Micro Devices, Inc. (NASDAQ: AMD) has an “exciting” product portfolio, but the recent rise in the semiconductor company’s share price is keeping Piper Jaffray on the sidelines. The Analyst Harsh Kumar started coverage of Advanced Micro Devices with a Neutral rating...

Sell-side analysts remain mostly optimistic about the long-term possibilities for QUALCOMM, Inc. (NASDAQ: QCOM) once the switch to 5G cell phone technology gets really going, despite a drop in share price, short-term headwinds from 4G sales and questions about royalties and legal issues. The...

If you’re looking for a sector that arguably serves as the number-one barometer of U.S./China trade relations, semiconductors could be a contender. As trade talks get underway this week after a nearly three-month break, the PHLX Semiconductor Index (SOX) charged ahead. It surpassed the 2019...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares — which rallied to a 13-year high of $34.30 in early June on the news of Microsoft Corporation (NASDAQ: MSFT) using the former's chips in its next-gen Xbox gaming console — have cooled off in the interim. The stock was...

Even the slightest hint of warmer trade winds is enough to get investors’ hearts beating a little faster these days as the G-20 meeting approaches.  You can see that Wednesday morning as the stock market made a mild rebound thanks in part to some optimistic comments from U.S. Treasury...

Broadcom Inc (NASDAQ: AVGO) lowered its full-year revenue guidance, dispelling hopes of a recovery in the back half of the year, according to Baird. The Analyst Tristan Gerra maintained an Outperform rating on Broadcom and reduced the price target from $300 to $280. The Thesis Earlier in 2019...

Benzinga has examined prospects for many investor favorite stocks over the past week. Bullish calls included a company riding low interest rates and a strong homebuilding trend, and a semiconductor stock bucking an otherwise rough trend for the industry. Bearish calls included a restaurant where...

Broadcom Inc (NASDAQ: AVGO) reported Thursday after the close with below-consensus second-quarter revenue and also cut its full-year forecast, sending the stock lower.  The Analysts Raymond James analyst Chris Caso reiterated a Market Perform rating on Broadcom. Morgan Stanley analyst Craig...

Chip stocks were trading mostly lower Friday after Broadcom Inc (NASDAQ: AVGO) issued a concerning second-quarter earnings report and cautious outlook. What Happened On Thursday, Broadcom said it earned $5.21 per share in the second quarter on revenue of $5.517 billion. Street analysts were...

Semiconductor stocks have taken a hit in recent weeks on concerns that the U.S. trade war with China could exacerbate an already cyclically soft market. One Wall Street analyst met with management teams from top semiconductor companies this week and said there is a clear winner among the group...