Text size An Intel desktop processor. Courtesy Intel Corporation Intel forecast less revenue than expected for the June quarter, sending the stock lower in after-hours trading. The company cited weake...
Tag: Industrial Electronics
Why semiconductor stocks are ‘almost uninvestable’ despite record earnings amid a global shortage
The PHLX Semiconductor Index SOX, +1.76%, which hit a record high of 4,039.51 on Dec. 27, fell 13% over the first quarter of 2022, and as of Monday, is down about 24% year to date, putting it firmly i...
Why did the stock market fall? Dow finishes nearly 1,000 points lower in worst day since October 2020
U.S. stocks fell sharply on Friday to suffer their biggest one-day drop since 2020, as investors continued to weigh hawkish comments on interest rates a day earlier by Federal Reserve Chairman Jerome ...
Nvidia Stock Could Be in for Trouble. Evidence Is Piling Up.
Text size Nvidia is now the most valuable semiconductor company in the U.S. Dreamstime Nvidia ’s incredible winning streak may soon be coming to an end. The red-hot maker of graphics chips is facing h...
Opinion: Have semiconductor companies’ performance decoupled from the economy? Taiwan Semi earnings say yes, but we’ll get a clearer picture soon
Sentiment around technology and growth has sunk as rising interest rates, persistent inflation and a less accommodative Federal Reserve have sent investors running for safer bets. Although the fourth ...
Tesla Could Reopen Its Shanghai Factory Next Week: Report
Text size An aerial view of Tesla’s Shanghai factory, which closed in late March due to rising cases. Xiaolu Chu/Getty Images Tesla might be reopening its most productive facility earlier than i...
Nvidia Stock Gains on Upgrade. Ethereum Won’t Crash It the Way Bitcoin Did.
Text size Gamers compete at the ‘Nvidia’ booth during the Electronic Entertainment Expo E3 in Los Angeles. Christian Petersen/Getty Images Nvidia stock was rising Wednesday after it receiv...
Nvidia’s Gaming and Datacenter Outlook Is Strong. The Stock Gets an Upgrade.
Text size Gamers compete at the ‘Nvidia’ booth during the Electronic Entertainment Expo E3 in Los Angeles. Christian Petersen/Getty Images Nvidia stock was rising Wednesday after it receiv...
The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval
It wasn’t too long ago that Intel Corp. was the unquestioned king of U.S. chip makers and the largest semiconductor company by market capitalization. It’s also not long since most computing was done w...
Why Schlumberger and Other Oil Services Firms Are Early in Their Comeback Story
Text size Schlumberger well service trucks. A Piper Sandler analyst thinks Schlumberger stock could rise 29%. Dreamstime Companies producing and selling oil have been the most prominent beneficiaries ...
Nvidia stock stumbles after Baird voices concern about graphics business
Shares of Nvidia Corp. shares were slipping Monday after an analyst took a more cautious outlook on the company’s gaming business. Baird’s Tristan Gerra downgraded Nvidia’s stock NVDA, -5.20% to neutr...
Nvidia Stock Is Downgraded. China and Russia Are Headwinds.
Text size Dreamstime Nvidia shares were falling on Monday after the stock was downgraded by a Baird analyst, who cited concerns over slowing consumer demand exacerbated by the Russian embargo. Nvidia ...
Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week
Text size Uncredited First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo , Goldman Sach...
Nvidia, AMD, Intel Price Targets Are Cut. This Analyst Sees Chip Demand Slowing.
Text size Dreamstime Semiconductor stocks have soared over the last few quarters, driven higher by robust demand for chips amid a global supply shortage. But the tide may be turning for semiconductor ...
AMD, Qualcomm make software-focused acquisitions as growth in core chip businesses questioned
Advanced Micro Devices Inc. and Qualcomm Inc. both announced acquisitions on Monday that will help diversify into greater software holdings as analysts question growth in the chip makers’ core busines...
AMD Could Overcome Slowing Demand for Semis. It’s a Strong Buy, Analyst Says.
Text size Dreamstime Advanced Micro Devices could be well-positioned to ride out a tough cycle for semiconductor stocks amid slowing consumer demand, according to Raymond James. Analyst Chris Caso upg...