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...

Stock Market Slides as Recession, Fed Fears Grow. Here’s What’s Really Happening.

Investors don’t need to watch The Shining to get a fright fix. Growth scares will do just fine. The S&P 500 fell 1.3% this past week, and concerns about a possible slowdown, or growth scare, have ...

More Pain Ahead for Semiconductors and Big Tech

Tech and especially semiconductor manufacturers are going through a tough time. This hard time has recently resulted in turbulent sessions on the stock market. The result of the last five sessions on ...

The Chip Sector Has a New Worry in Plant Shutdown for Key PFAS Chemicals

Text size PFAS chemicals are used in the etching process for chip manufacturing. Dreamstime The fragile semiconductor supply chain has one more thing to worry about. Chips have been relatively scarce ...

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...

Discovery, Merck, Carnival, Broadcom, and Other Stocks to Watch This Week

Text size Uncredited It’s a full week of annual shareholder meetings, investor days, and earnings reports. Broadcom hosts its annual meeting on Monday, followed by investor events from Merck, Analog D...

Buy Micron Stock. The Chip Stock Deserves Better.

Micron Technology gets no respect on Wall Street. Investors tend to think of Micron, and memory chip makers generally, as providers of interchangeable commodity parts, tech’s version of wheat or froze...

Discovery, Merck, Carnival, Broadcom, and Other Stocks for Investors to Watch This Week

Text size Uncredited It’s a full week of annual shareholder meetings, investor days, and earnings reports. Broadcom hosts its annual meeting on Monday, followed by investor events from Merck, Analog D...

Micron Deserves Better. Why the Stock Is a Buy

Micron Technology gets no respect on Wall Street. Investors tend to think of Micron, and memory chip makers generally, as providers of interchangeable commodity parts, tech’s version of wheat or froze...

Opinion: I’ve always pounded the table on revolutionary companies. Now I’ve found myself buying Intel’s stock

This may be a surprise for those of you who have been following me on MarketWatch, as I have focused on finding Revolutionary companies early on and holding on to them, usually forever. Intel is a com...

Supply Chain Issues Could Recover In Q3 2022

Aggregate Inventories Have Recovered but Auto Inventories Remain Under Pressure: Supply chain issues have been a well-publicized event that has been hard to predict. While there have been improvements...

Ethereum’s major upgrade is coming. Should you be more bullish on it than bitcoin?

Hello! Welcome back to Distributed Ledger, our weekly crypto newsletter that reaches your inbox every Thursday. I’m Frances Yue, crypto reporter at MarketWatch, and I’ll walk you through the latest an...

Intel CEO Gelsinger’s reaps near-$180 million windfall from ‘significant magnitude’ of new-hire awards

Pat Gelsinger had a very, very good year in 2021. He started the year as VMware Inc.’s VMW, -2.00% chief executive officer, where he took in total compensation of $16.5 million during the fiscal year ...

Micron Stock Is Rallying. Earnings and the Outlook Were Strong.

Text size Shares of memory-chip maker Micron were up nearly 3% on Tuesday, in advance of the earnings report. Dreamstime Memory-chip maker Micron Technology posted better-than-expected results for its...

Nvidia Stock Is Rising. There’s a New Street-High Price Target.

Text size Nvidia headquarters Justin Sullivan/Getty Images Nvidia stock edged higher Tuesday after a Tigress Financial Partners analyst raised his price target for chip maker to a new Wall Street high...

Micron Reports Earnings Today. Here’s What to Expect.

Text size Softening demand for personal computers and smartphones could pressure pricing on DRAM chips. Dreamstime Memory-chip giant Micron Technology reports earnings this afternoon for its fiscal se...

AMD Stock Is Still a Buy, Just Not a ‘Conviction’ Buy. What That Means.

Text size AMD was removed from Goldman’s conviction list. Courtesy AMD Advanced Micro Devices was removed from Goldman’s Conviction List while other semiconductor companies like Microchip Techno...

Get ready for $900 billion of stock purchases this year, says Goldman Sachs. Here’s who’s buying.

Wall Street is looking a little less surefooted as a new week begins, with oil sliding as fresh COVID lockdowns in China adding to a hefty worry pile. Bonds continue to slump as well. But maybe don’t ...

S. Korea’s SK Square Will Spend $1.6B on Semiconductors, Blockchain

The leader in news and information on cryptocurrency, digital assets and the future of money, CoinDesk is a media outlet that strives for the highest journalistic standards and abides by a strict set ...

Nvidia’s $1 trillion ambitions draw cheers as software becomes a bigger piece of the pie

Nvidia Corp.’s pursuit of what it sees as a $1 trillion opportunity won praise from analysts following the company’s investor-day presentation, even though the chipmaker’s stock conveyed a more muted ...

Nvidia’s Investor Day Was a Hit. That Hasn’t Stopped the Stock From Falling.

Text size Nvidia CEO Jensen Huang is betting big on AI. Ethan Miller/Getty Images Nvidia ’s investor day and its flagship technical conference have been a hit on Wall Street this week—but that couldn’...

Nvidia Investor Day: What It Means for the Stock

Text size Shares of Nvidia have risen roughly 14% in the past month. Justin Sullivan/Getty Images Nvidia kicks off its investor day at 10 a.m. Pacific time on Tuesday, following a follow a keynote spe...

Nvidia Has Its Investor Day on Tuesday. What to Expect.

Text size Shares of Nvidia have risen roughly 14% in the past month. Justin Sullivan/Getty Images Nvidia kicks off its investor day at 10 a.m. Pacific time on Tuesday, following a follow a keynote spe...

Intel’s CEO Bought His Own Stock—Should You?

Flanked by Sen. Rob Portman (R-OH) and Sen. Sherrod Brown (D-OH), Intel CEO Patrick Gelsinger … [+] announces that his company will spend $20 billion to build the world’s biggest chipmakin...

Green Startups, Flush With Cash, Face Pressure to Make Climate Advances

Green startups hit the lottery last year. Investors have turned cautious since then, putting added pressure on the cash-rich companies to deliver better batteries, more sustainable materials and zippy...

Lam Research Trades at a Discount. Citi Adds the Stock to Its U.S. Focus List.

Text size An employee makes a chip at a factory. AFP via Getty Images Semiconductor manufacturer Lam Research , down more than 25% in 2022, was added to Citi’s U.S. Focus List based on valuation and t...

Tesla Stock, Nvidia Were Sold by Retail Traders. Here’s What They Bought.

Text size (Photo by CHRIS DELMAS/AFP via Getty Images) AFP via Getty Images Retail traders were taking a cautious approach by selling stocks like Tesla and Nvidia as the markets gained for a third con...

Nvidia Stock Needs a Catalyst. It Could Get One Next Week.

Text size After rocketing higher in 2021, Nvidia shares have been under pressure in 2022. Remus Rigo/Dreamstime.com Like much of the rest of the stock market, to say nothing of the beaten-down tech se...

Apple and Nvidia Are Picked by Robot Trader That Dumped Google and Meta

Text size The robot trader likes Apple and Nvidia stock. Fresco/Evening Standard/Getty Images Apple and Nvidia were two stocks singled out for gains in March by a fund with holdings picked by artifici...

Micron stock rockets after Bernstein turns positive on memory industry

Shares of Micron Technology Inc. were flying Wednesday after a Bernstein analyst forecast a rosier landscape ahead for the memory industry. Bernstein’s Mark Li expects that prices for dynamic random-a...

Intel and Qualcomm Are Gaining New Fans

Text size The PHLX Semiconductor Index has fallen 23% in 2022. Kobi Wolf/Bloomberg Semiconductor stocks have taken a beating in recent months, and there’s still plenty of nervousness to go around, acc...