There may be another shoe to drop after Micron’s big outlook miss

Micron Technology Inc. delivered an outlook that fell far short of the consensus view, prompting questions about how the memory market will fare in a downturn. The company expects August-quarter reven...

AMD Stock Is the Chip Play for a Recession, Says Analyst

Text size Advanced Micro Devices’ server-chip business likely wouldn’t be hurt by a recession, according to Northland Capital Markets. Justin Sullivan/Getty Images AMD shares now offer a g...

AMD stock gets an upgrade as analyst says recession worries are already priced in

Advanced Micro Devices Inc. likely wouldn’t be immune to the effects of a recession, but Northland Capital Markets analyst Gus Richard said that risk is already baked into AMD’s stock price. While he ...

Opinion: The chip boom likely over, as Micron says it’s in a ‘downturn’

The semiconductor boom of the past two years appears to be ending. Memory-chip maker Micron Technology Inc. MU, -1.32% gave a downbeat forecast for its next fiscal quarter Thursday, predicting a massi...

Micron Issues Muted Sales Forecast On Demand Weakness

Memory-chip maker Micron Technology issued a subdued revenue outlook, spooking investors even as it reported a strong rise in earnings for its latest quarter. “Recently, the industry demand environmen...

Micron Stock Is Sliding. The Outlook Disappointed.

Text size New Street Research analyst Pierre Ferragu says recent weakness in Micron Technology stock represents an opportunity to buy. Dreamstime Micron Technology stock is trading lower after the mem...

Semiconductors sell-off on recession fears

The U.S. Conference Board reported on June 28 that the consumer confidence index fell to 98.7 in June, down from 103.2 in May, as the June figure missed an earlier market estimate of 100.  As a result...

Building A New Technology Diplomacy For The 21st Century

IBM Fabricating Plant Getty Images Over the past decade, the Asia-Pacific region has risen in its strategic importance to the United States, in terms of economic and national security. It is now the w...

Wall Street’s favorite stock sector has potential upside of 43% as we enter the second half of 2022

At the midpoint of 2022, investors are looking at a remarkable change in stock valuations. The S&P 500 SPX has declined 20%, but the benchmark index’s forward price-to-earnings valuation has falle...

Intel Should Slash Its Dividend. Its Future May Depend on It.

Text size Intel CEO Pat Gelsinger. Ting Shen/Bloomberg Under CEO Pat Gelsinger, Intel has committed to massively increasing its capital spending investments by tens of billions of dollars. But with a ...

Micron earnings to provide more clues as to whether chip boom has passed

Micron Technology Inc.’s earnings on Thursday will provide a much-anticipated clue into a problem that has worried Wall Street all year about the chip industry: Whether customers have been hoarding ch...

SOX semiconductor index could double over the next couple of years, analyst says

Despite potential for further downside, semiconductor stocks could rebound significantly over the next couple of years, according to Columbia Threadneedle Senior Equity Analyst Dave Egan. Semi stocks ...

Pessimism on chip stocks is hitting a new high, and the money seems to be flowing toward software

The outlook for the semiconductor sector is moving from bad to worse, and investors appear to be moving their money into the software sector as a result. Pessimism about the future of the chip sector ...

Intel wins latest race in chip uses for the cloud, says KeyBanc Capital Markets

Chip giant Intel Corp. is leading growth in cloud technology, according to new research from KeyBanc Capital Markets. Intel Corp. INTC, +3.21% is the winner in KeyBanc’s latest monthly data tracking s...

Taiwan’s Momentum As Tech Hub “Waning,” AmCham Taiwan Says

Taiwan in the past three decades has turned itself into one of the world’s most important production … [+] centers for semiconductors. (Photo credit should read TAO-CHUAN YEH/AFP via Getty...

AMD Is the Chip Stock to Buy on the Dip, Morgan Stanley Says

Text size Courtesy AMD AMD stock is an attractive buying opportunity after its big drop this year, according to Morgan Stanley. On Wednesday, analyst Joe Moore resumed coverage on Advanced Micro Devic...

These software companies are unsung winners in the semiconductor industry

Mention semiconductors and chip giants such as Intel Corp., Advanced Micro Devices Inc. and NVIDIA Corp. spring to mind, but there are other, less high-profile companies, operating in the space that d...

Bitcoin crash: These three metrics show how bad the carnage is, and what to expect next

Hello! Welcome back to Distributed Ledger, our weekly crypto newsletter that reaches your inbox every Thursday. I’ll walk you through what’s going on in the current bear market. As usual, find me on T...

Marvell and Other Chip Stocks Are Struggling. Two Bulls Turned Neutral.

Text size Pointing to concerns about demand, B.Riley just downgraded chip stocks. Dreamstime Semiconductor stocks have struggled this year as investors fretted about a potential economic slowdown. Poi...

Micron Technology Stock Slumps After Getting Downgraded Again

Text size Micron was downgraded earlier this month by Piper Sandler. Dreamstime Micron Technology stock was sliding Monday after the memory chip provider got its second downgrade in less than two week...

Opinion: As tech melts down, a truth remains: Semiconductors are eating the world

Everyone’s favorite trade in the stock market, technology, has gone the way of the dodo. Oil and value stocks are all the rage. But one part of technology — semiconductors — is vital not only to the t...

Micron To Add 2,000 Employees, Set Up R&D Corridor In Taiwan — Report

Micron bought the shares it didn’t already own in Taiwan’s Inotera Memories in 2016 for more than $3 … [+] billion. Photographer: Maurice Tsai/Bloomberg © 2010 Bloomberg Finance LP M...

Costco, Home Depot, and 3 Other Retail Stocks to Scoop Up Now—and 1 to Avoid

Home Depot is one of the retail stocks that are worth buying after the sector’s latest selloff. Stefani Reynolds/AFP/Getty Images Text size Tolstoy wrote that all happy families are alike. The same co...

3 Boring Chip Stocks Could Buck a Slowing Economy, Says Morgan Stanley

Text size MIcrochip Technology, Sensata, and Lam Research could be safer bets among chip stocks. Dreamstime Morgan Stanley says chip-stock investors should get more defensive as the likelihood for a b...

Companies Are Still Buying Back Stock. Ones to Favor, and Ones to Avoid.

Text size Las Vegas Sands is sitting on a pile of cash after selling its Vegas properties, including the Venetian Resort. Roger Kisby/Bloomberg With the stock market tumbling again, it’s bargain-hunti...

5 Retail Stocks Worth a Look, and 1 to Avoid

Home Depot is one of the retail stocks that are worth buying after the sector’s latest selloff. Stefani Reynolds/AFP/Getty Images Text size Tolstoy wrote that all happy families are alike. The same co...

Ethereum close to its major upgrade, but why has it fallen more than bitcoin?

This article has been updated to correct the identification of Citadel Securities. Hello! Welcome back to Distributed Ledger, our weekly crypto newsletter that reaches your inbox every Thursday. I’m w...

3 Reasons AMD’s Analyst Day Will Be ‘Transformative’

Text size AMD will hold its analyst day on June 9, 2022. Courtesy AMD Advanced Micro Devices will continue its strong performance after meeting or exceeding all targets for the past two years, Piper S...

Apple Needs to Show Some Spark as Shoppers Favor Services Over Stuff

Customers at the Apple Store in Grand Central Terminal in New York City earlier this year. Getty Images Text size As Apple prepares to upgrade its products, there are two distinct trends hitting the e...

AMD, Pfizer, NIO, DocuSign, Campbell Soup, and Other Stocks for Investors to Watch This Week

It’s a relatively quiet week on the earnings calendar. Highlights will include J.M. Smucker on Tuesday, Campbell Soup on Wednesday, and DocuSign, NIO, and Vail Resorts on Thursday. Pfizer also hosts a...

Taiwan Covid Deaths Hit Daily Record Of 152; Property Transactions Fall

People wear face masks to protect against the spread of the coronavirus in Taipei earlier this year. … [+] (AP Photo/Chiang Ying-ying) ASSOCIATED PRESS Taiwan, home to many of the world’s larges...

Micron Stock Slumps After Downgrade. Why the Analyst Fears the Consumer.

Text size Dreamstime Micron Technology stock was slumping Friday after the memory chip manufacturer received the first Sell-equivalent rating since February. Piper Sandler analyst Harsh Kumar downgrad...