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2024-01-24 06:15:00 ET Over the past three years, the semiconductor arena cooled as the 5G upgrade cycle ended, shipments of new PCs declined in a post-pandemic market, and economic headwinds throttled the growth of the enterprise and industrial sectors. Rising interest rates also compresse...
2024-01-23 09:46:33 ET More on Nvidia Nvidia: AI Driving The Bull Case Forward (Rating Upgrade) Nvidia Stock: Even The Best Companies Are A Sell Sometimes Nvidia: Diving Deep Into Its Technological Supremacy Western Digital rises after moving to top pick at M...
2024-01-23 07:30:00 ET Micron Technology (NASDAQ: MU) is experiencing something that has eluded it for decades -- a sustained bull market . For most of the PC era, volatility in the memory chip market tended to wipe out the stock's gains whenever an inevitable downturn occurred....
2024-01-20 10:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The market’s en...
2024-01-20 07:50:44 ET Summary We share updated fundamental data on 50+ top growth stocks with "strong buy" ratings from Wall Street, many benefitting from powerful secular trends including AI and the great cloud migration. We dive deeper into three particularly interesting names ...
2024-01-20 06:19:35 ET Summary Consumer electronics demand is recovering, leading to an improvement in the memory chip market. The supply/demand imbalance in the memory chip market is easing. Micron has an attractive valuation. Introduction In my previous artic...
2024-01-19 10:30:41 ET More on Intel, Nvidia, etc. Intel: Under-Promising To Over-Deliver Samsung Focuses Galaxy S24 Upgrades On Software Nvidia: Diving Deep Into Its Technological Supremacy UBS says markets can rally in 2024, prefers tech and semiconductors ...
2024-01-19 08:20:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Rather than anchor exp...
2024-01-18 13:46:39 ET More on Netlist Netlist: A Strong Sell Due To Weak Performance And Overvaluation Netlist, Inc. (NLST) Q3 2023 Earnings Call Transcript Netlist: Short Opportunity Following Appeals Court Ruling Netlist Q3 2023 Earnings Preview Se...
2024-01-18 02:14:56 ET Summary Chip stocks have been performing well in the market for the past decade, attracting investors. I discuss several technical indicators that I am watching to evaluate taking a position in iShares Semiconductor ETF. SOXX presents favorable momentum ...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...