semiconductor

Short interest in the leading semiconductor stocks was mixed again in early October. Short sellers piled on Applied Materials, Inc. (NASDAQ: AMAT), NVIDIA Corporation (NASDAQ: NVDA) and Qorvo Inc (NASDAQ: QRVO) in particular during that time. Several other chip stocks also saw double-digit...

James Covello of Goldman Sachs discussed four semiconductor companies that issued "disappointing" reports. The companies include: Altera Corporation (NASDAQ: ALTR), Freescale Semiconductor Ltd (NYSE: FSL), MKS Instruments, Inc. (NASDAQ: MKSI), and Maxim Integrated Products Inc. (...

Analysts at JP Morgan highlighted four key themes from Wednesday's trading session that are worrisome for executives. The analysts discussed concerning issues stemming at Delta Air Lines, Inc. (NYSE: DAL), Linear Technology Corporation (NASDAQ: LLTC), Wal-Mart Stores, Inc. (NYSE: WMT),...

Michael McConnell, Pacific Crest's semiconductor analyst, visited Asia to observe first-hand the state of the semiconductor market. McConnell noted he left "incrementally more positive" on fundamentals at five companies, and "incrementally more cautious" at an...

The huge decline in semiconductor stocks this year has created buying opportunities. Demand weakness should subside in 2016. Barclays is bullish on Micron Technology, Inc. (NASDAQ: MU) at current levels, but needs to see more positive data out of SanDisk Corporation (NASDAQ: SNDK) in the near term...

The semiconductor space is one of the most hotly contested sectors between bulls on bears. In a report published Monday, JPMorgan analyst Harlan Sur noted that while some bears are pricing in further downside in semiconductor stocks through the rest of the year, the supply-side dynamics are in...

Is it time for investors to buy semiconductor stocks following the recent selloff? At least one analyst is saying it is. Christopher Danely of Citi commented in a note on Wednesday that semiconductor stocks have sold off more than 20 percent and are now favorable from a risk/reward point of view....

In a report published Monday, Macquarie analyst Deepon Nag commented on the U.S. semiconductor space, noting that "estimates haven't bottomed, but stocks may have." According to Nag, semiconductor stocks have underperformed as of late to due to softening end demand, inventory...

Lam Research Corporation (NASDAQ: LRCX) recently reported better than expected quarterly earnings with EPS of $1.50, beating analysts' estimate of $1.47. The company was also picked by Citi analyst Atif Malik as his top pick in the semiconductor space, in a research note released Tuesday....

In a report published Friday, JPMorgan analysts commented on the semiconductor space, noting that Thursday's rebound was driven on some "better-than-expected" earnings reports, but investors (mostly "faster-money" investors) are now using the bounce to take profits off the table. "The semi news...