semiconductor

Shares of Microchip Technology Inc. (NASDAQ: MCHP) have gained 30 percent over the past year, and Goldman Sachs sees the case for a further 13-percent upside for three key reasons. The Analyst Goldman Sachs' Mark Delaney upgraded Microchip Technology's stock rating from Neutral to Buy...

Microchip Technology Inc. (NASDAQ: MCHP) reached an agreement to acquire Microsemi Corporation (NASDAQ: MSCC) for $8.35 billion or $68.78 per share in a deal likely to close this year with no competing bids, according to KeyBanc. The Analyst KeyBanc Capital Markets' Michael McConnell...

Microchip Technology Inc. (NASDAQ: MCHP), a specialized semiconductor company, reached an agreement Thursday to acquire Microsemi Corporation (NASDAQ: MSCC), the largest supplier of military and aerospace semiconductor equipment. The deal reinforces Microchip's core strategy and justifies...

Applied Materials, Inc. (NASDAQ: AMAT)'s top-and-bottom-line beat in its fiscal first-quarter report Wednesday and better-than-expected guidance turned at least one Wall Street analyst incrementally bullish. The Analyst Stifel's Patrick Ho maintains a Buy rating on Applied Materials'...

Semiconductor stocks are not a good place for investors to "hide," regardless of the company's size or balance sheet, according to Bank of America Merrill Lynch. Nevertheless, the volatility seen across the entire market provides investors with a good opportunity to pick up three...

Advanced Micro Devices, Inc. (NASDAQ: AMD)'s fourth-quarter earnings report on Tuesday was compelling enough for Argus to turn bullish on the stock. The Analyst Argus' Jim Kelleher upgraded AMD's stock rating from Hold to Buy with an $18 price target. The Thesis AMD's earnings...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fourth-quarter non-GAAP earnings of 8 cents per share compared to a 1-cent per share loss a year-ago. Revenues were up 33 percent year-over-year to $1.48 billion in the earnings report, issued after the close Tuesday.  The results exceeded...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fourth-quarter results after Tuesday's market close, which initially sent shares lower by 7 percent before the stock fully erased all of its losses. Investors will be closely looking at AMD's results to gauge the overall semiconductor...

Intel Corporation (NASDAQ: INTC)'s stock has underperformed the broader Semiconductor Sector Index since March of 2017, but the company's earnings report may change the sentiment moving forward. The Analyst Credit Suisse's John Pitzer upgraded Intel's stock from Neutral to...

The semiconductor space is off to a "fun start" to the new year with the Spectre and Meltdown exploits at front and center, according to Bernstein.  The Analyst Bernstein's Stacy Rasgon and three colleagues.  The Thesis The impact to PC workloads from software patches...

Lumentum Holdings Inc (NASDAQ: LITE), a supplier of optical components for the telecom transport and switching markets, has seen its stock fall 20 percent over the past two weeks and some on Wall Street are now encouraging investors to buy the dip. The Analyst Northland Capital Markets' Tim...

Marvell Technology Group Ltd. (NASDAQ: MRVL) announced this week it plans on acquiring rival chipmaker Cavium Inc (NASDAQ: CAVM) for $40 per share in cash plus 2.1757 Marvell shares for each Cavium share. The Analyst Jefferies' Mark Lipacis upgraded Marvell's stock rating from Hold to Buy...

Applied Materials, Inc. (NASDAQ: AMAT) reported Thursday its fiscal fourth quarter results, which included a top and bottom-line beat and encouraging guidance for the upcoming fiscal year. The Analyst Credit Suisse's Farhan Ahmad maintains an Outperform rating on Applied Materials' stock...

NVIDIA Corporation (NASDAQ: NVDA), one of the hottest stocks over the last two years, reported its third-quarter earnings, which could re-start the bull versus bear debate as the stock trades at an all-time high and investors question what is an appropriate valuation moving forward. The Analyst...

NVIDIA Corporation (NASDAQ: NVDA) reported yet another record quarter Thursday. Aside from top- and bottom-line beats in the third quarter, the tech company also showed growth across all platforms, a dividend raise and a commitment to return $1.25 billion to shareholders in fiscal 2019. The...