News

The chips stocks all look threatened to a certain extent, as the jobs number has caused a lot of selling pressure. At this point, the markets are going to have to stabilize before we get a move to the ...
Some investment views seem too far-fetched until they become a reality, which is the true nature of the stock market. Investors don’t get paid for physical effort but rather for thinking in the right ...
Our fair value estimate for KLA is $750 per share. Our valuation implies a fiscal 2026 (ending June 2026) adjusted price/earnings multiple of 21 times and a fiscal 2026 enterprise value/sales multiple ...
U.S. stocks retreated in the final session of an otherwise solid July as traders remained apprehensive ahead of President ...
Intel said it has yet to land “significant” customers for its Intel Foundry business, warning that it may abandon development ...
Arm Holdings shares fell after Q2 guidance missed estimates and the company revealed plans to develop its own chips.
Arm Holdings Plc, which provides the most widely used technology in computing chips, gave a lower-than-expected profit ...
The San Diego-based chip supplier warned investors that Apple's move to depend on in-house modems, starting with the February ...
We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...
Earlier this week, Samsung announced a $16.5 billion chipmaking deal with Tesla, fueling new hope for investors.
The reaction was mostly around short-term sentiment, rather than long-term outlook. If you can expand your investing horizon ...
Intel (NASDAQ: INTC) delivered an optimistic third-quarter revenue forecast after reporting better-than-expected Q2 sales, ...