Weston Twigg

Memory and storage solutions company Micron Technology, Inc. (NASDAQ: MU) reported Thursday with fourth-quarter results and a disappointing outlook. Micron shares immediately traded lower following the print, and the Street debated if investors should be buyers of the dip. The Good, Bad In Q4...

Applied Materials, Inc. (NASDAQ: AMAT) reported strong results for the fiscal third quarter and reiterated its full-year guidance. However, a significant increase in operating expenses would impact the company’s performance in the near term, according to KeyBanc Capital Markets. The Analyst...

KLA Corp (NASDAQ: KLAC) seems poised to benefit from a strong logic/foundry demand environment, while a recovery in memory could lend additional upside in 2020, according to KeyBanc Capital Markets. The Analyst KeyBanc’s Weston Twigg maintained an Overweight rating on KLA while raising the...

Intel Corporation (NASDAQ: INTC) reported forecast-beating results for the second quarter Thursday and issued an upbeat forecast for the third quarter and fiscal year 2019. The Analysts KeyBanc Capital Markets analyst Weston Twigg maintained a Sector Weight rating on Intel. Benchmark Company...

Micron Technology, Inc. (NASDAQ: MU) jumped 13% on Wednesday after the memory giant handily topped analyst expectations with big earnings and revenue beats on Tuesday. In addition to surprising to the upside, the report eased investor concerns about the impact of the U.S. blacklist of Huawei, which...

Semiconductor equipment maker Applied Materials, Inc. (NASDAQ: AMAT) reported better-than-expected fiscal second-quarter results Thursday, sending its shares solidly higher. The company issued in-line third-quarter guidance. The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-...

NVIDIA Corporation (NASDAQ: NVDA) came back strongly with its first-quarter report Thursday, with an earnings beat and revenues that slightly exceeded expectations. The Analysts Rosenblatt Securities analyst Hans Mosesmann maintained a Buy rating on Nividia and lowered the...

Shares of Western Digital Corp (NASDAQ: WDC) were trading lower Tuesday in the wake of the storage solutions provider's disappointing fiscal third-quarter report. The Analysts Wells Fargo Securities analyst Aaron Rakers maintained an Outperform rating on Western Digital with a $65...

Intel Corporation (NASDAQ: INTC)'s first-quarter earnings report Thursday confirmed the weakness in semiconductor demand, with the chipmaker forecasting its first annual profit decline since 2015. The Analysts Morgan Stanley analyst Joseph Moore maintained an Overweight rating on Intel...

Corporate profit expectations for the first quarter are muted, with most analysts bracing for S&P 500 profits to decline for the first time since the second quarter of 2016. Semiconductor and semiconductor equipment makers could see their profit drop 23 percent year-over-year, according to...

The big headline on Wall Street on Wednesday is a truce between Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) after years of patent and royalties disputes. Both Qualcomm and Apple shares were trading higher Wednesday. Intel Corporation (NASDAQ: INTC) was a surprise winner and...

The state of the semiconductor industry has been the subject of much debate, and most analysts are wary of the demand outlook for the sector in the near- and medium-term. Against this backdrop, an analyst at KeyBanc Capital Markets revisited the prospects for the sector on the basis of his...

Micron Technology, Inc. (NASDAQ: MU) shares traded higher by 9 percent Thursday after the chipmaker reported second-quarter earnings and revenue beats. The results were a pleasant surprise for investors concerned about the impact of a memory supply glut glut driven by a softening global smartphone...

Applied Materials, Inc. (NASDAQ: AMAT) reported Thursday after the market close with forecast-beating fiscal first-quarter results and weak Q2 guidance.  The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating and $40 price target for Applied Materials shares...

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock jumped by more than 15 percent Wednesday after the company reported in-line earnings per share numbers in a difficult semiconductor environment. AMD’s Q4 revenue and Q1 guidance were both slightly below Wall Street consensus estimates, but...