Demand for cloud computing, power from renewable sources, and electric vehicles, along with more extreme weather events, mean that electrical infrastructure will need extensive investment for years to...
Tag: Industrial Electronics
U.S. Stock Futures Poised for Lower Open on Monday
Stocks are poised to open lower on Monday. Michael Nagle/Bloomberg Text size Here’s what you need to know to navigate the markets today. • U.S. stocks are set to open Monday slightly down. On Sunday n...
ChargePoint Upgraded by J.P. Morgan. Pullback Could Be a Good Entry Point.
Text size ChargePoint’s pullback could be a good entry point for investors, J.P. Morgan says. Dania Maxwell/Bloomberg ChargePoint Holdings shares were up Friday after J.P. Morgan upgraded its ra...
AMD is about to wander into a minefield
Advanced Micro Devices Inc. earnings will serve as an important indicator on whether the semiconductor outlook is truly weak in early 2022, or whether it’s just weak for certain companies. AMD AMD, +2...
8 tech stocks poised to bounce after Nasdaq plunge, according to AI platform
Nvidia Corp. tops a list of technology stocks that would be expected to bounce back strongly over the next month based on the reaction to past plunges by the Nasdaq Composite, according to an artifici...
Lam Research notes fresh supply-chain issues, hurting stock and casting pall over chip-equipment sector
Lam Research Corp. shares sank 6% in late trading Wednesday after the chip-equipment supplier reported worse-than-expected fiscal second-quarter revenue and third-quarter guidance, which the chief exe...
Intel stock punished again as slimmer profit margins ding earnings forecast, but CEO sticks to his plan
Intel Corp. executives expect profit margins to remain pressured in the long term as the chip maker builds out manufacturing capacity, leading to a disappointing earnings guidance that dinged the comp...
Teradyne stock plunges nearly 20% after earnings guidance misses
Teradyne Inc.’s first-quarter financial guidance fell short of Wall Street projections, sending shares down nearly 20% in after-hours trading to $115.03. The company projected 71 cents to 93 cents a s...
Nvidia stock falls after report says company could give up on Arm deal
Shares of Nvidia Corp. were declining in premarket trading Tuesday after a report indicated that the company is preparing to give up on its planned purchase of Arm Ltd. from SoftBank Group Corp. The s...
Intel still has a lot to prove to Wall Street one year after Pat Gelsinger came home
Intel Corp. had a rough 2021, and it looks like the chip maker will still face Wall Street criticism in 2022 for its ambitious capital investment plan and the success of competitors amid continuing de...
Chips may be sold out for 2022 thanks to shortage, but investors are worried about the end of the party
The global semiconductor shortage, sparked by pandemic-influenced demand spikes, reportedly led to a near-sellout of 2022 chip supply before the year even started, but investors and analysts are conce...
Plug Power Just Gave Bullish 2022 Sales Guidance. The Stock Is Down.
Text size Investors will be listening to Plug Power’s conference call to hear how hydrogen technology is developing and being adopted. Courtesy Plug Power Hydrogen fuel cell technology provider ...
Intel stock has a bright near-term future, says analyst
Intel Corp. shares may have some bright spots ahead—at least in the very near future. Citi Research analyst Christopher Danely likes the setup for the chipmaker’s stock in the weeks to come, given the...
Tech Is Falling Again. Why Apple, Tesla, and Other Tech Stocks Are Still Buys.
Text size Apple and other tech stocks have had a rough start to 2022. They could still be good picks. Justin Sullivan/Getty Images Tech stocks are getting slammed yet again, for familiar reasons. Inve...
Micron and Western Digital Are Top Picks for 2022. Here’s Why.
Text size semiconductor manufacturing Dmitry Kalinovsky/Dreamstime The semiconductor sector will be a big gainer in 2022 as demand grows and supply-chain constraints ease, said analysts at Mizuho Secu...
Tech Is Tearing Back. Why Nvidia and 4 Others Look Like Winners, Unlike Intel.
Text size Nvidia stock soared 125% in 2021, but the shares are down 9% so far in 2022. Justin Sullivan/Getty Images Tech stocks are tearing back. The Nasdaq Composite index snapped its four-day losing...
These 7 semiconductor stocks may be close to a bottom. This chart pattern shows when and how much they might rebound.
Semiconductor stocks have been hit hard since the industry group rose to a record in early January. Analysts at Jefferies see a “peaking” pattern similar to those of 2014-2015 and 2017-2018, and expec...