Broadcom, Marvell, Synopsys: The Chips That Might Not Crumble In The Coming Storm JPM's Harlan Sur predicts negative earnings revisions of 15-25% in semiconductor sector due to tariff/trade tensions, impacting confidence & stocks.
Nvidia H20 Chip Ban Could Lead To 'Manageable' Sales Drop, Bank Of America Says Shares of Nvidia tumbled on Wednesday after fresh U.S. export curbs on AI chips to China rattled the market
Intel Growth Challenges Are Not Over Despite Altera Stake Sale: Analyst JP Morgan analyst reiterated Underweight rating on Intel (INTC) with $23 price target. Announced 51% stake sale of Altera for $4.46B.
Nvidia, AI Chip Stocks Called 'Safest' Bets Heading Into Q1 Earnings Season Semiconductor plays exposed to the AI megatrend, such as Nvidia stock, are best positioned for Q1 earnings season, an analyst says.
Why Are Semiconductor Stocks Trading Higher On Monday? Trump plans to impose tariffs on imported semiconductors, but promises flexibility. Semiconductor stocks rise, but tariffs may impact demand and revenue.
Benzinga Bulls And Bears: Apple, Nike, US Steel — And The Markets Ride Out Ongoing Volatility Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Nvidia Outlook Lowered On Slowing Data Center Builds Investment bank Citi lowered its forecast for U.S. data center builds and cut its price targets on AI stocks Nvidia and Marvell Technology.
Marvell Gets Tariff Lifeline But Expect More Volatility MRVL stock shot higher after the Trump tariff pause but is giving up gains as investors continue to be concerned that the AI boom is beginning to bust
Stocks Rebound, Chipmakers Soar On Trade Deal Hopes, Bitcoin Lags: What's Driving Markets Tuesday? U.S. stocks staged a broad-based rally on Monday, snapping a volatile losing streak after President Donald Trump hinted at a more diplomatic approach to tariff negotiations.
Wall Street Soars As Trump Teases Trade Deals, Magnificent 7 Add Over $500 Billion In Market Value U.S. stocks surge after Trump hints at trade progress, easing fears of disruption. S&P 500 up 3%, tech-heavy Nasdaq 100 outperforms. Semiconductors lead sector rally.
Marvell Plays AI Hardball: Divestiture Sparks 155% Upside, Says Analyst JPMorgan analyst sees potential for 155% upside as Marvell sells auto biz for $2.5billion, shifts focus to AI and data centers.
Marvell Offloads Auto Ethernet Segment To Infineon Tech For $2.5 Billion Cash Marvell Technology, Inc. (
NASDAQ: MRVL ) to sell Automotive Ethernet business to Infineon Technologies AG (OTC: IFNNY) for $2.5 billion in cash.
Q4 Earnings Highs And Lows: FormFactor (NASDAQ:FORM) Vs The Rest Of The Semiconductor Manufacturing Stocks Looking back on semiconductor manufacturing stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including FormFactor (
NASDAQ:FORM ) and its peers.
Nvidia, Semiconductor Stocks Attempt Rebound After Tariff Tumble Semiconductor stocks, including AI chip leader Nvidia, wavered Monday as investors deliberated buying the dip vs. catching a falling knife.
