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semiconductor: Archive
Earnings Picture Remains Robust: A Closer Look
by Sheraz Mian
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Earnings Picture Remains Robust: A Closer Look
by Sheraz Mian
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Top Analyst Reports for Broadcom, Coca-Cola & Palantir
by Mark Vickery
Broadcom's AI momentum, Coca-Cola's resilient growth and Palantir's expanding AI strategy headline today's top analyst reports.
SOPositive Net Change NRGNegative Net Change KONegative Net Change AVGOPositive Net Change PLTRNegative Net Change SONYPositive Net Change
computers consumer-staples semiconductor
Can Microchip's Micron Alliance Help it Challenge AVGO & ALAB?
by Aniruddha Ganguly
MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.
MUNegative Net Change MCHPPositive Net Change AVGOPositive Net Change ALABNegative Net Change
artificial-intelligence semiconductor tech-stocks
AMD Q2 Earnings Beat Estimates, Strong Data Center Aids Revenue Growth
by Zacks Equity Research
AMD's Q2 earnings beat estimates as Data Center sales more than double, margins widen and Helios AI demand tracks ahead of forecasts.
AMDPositive Net Change INUVNegative Net Change KEPositive Net Change ONTOPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
How Should Investors Play SKHY Stock Amid Volatility Since U.S. Debut?
by Maharathi Basu
SKHY has pulled back after a blockbuster U.S. debut, but AI memory demand, expansion plans and valuation keep the long-term investment case in focus.
SKHYPositive Net Change NVDAPositive Net Change SPCXPositive Net Change
semiconductor tech-stocks
QRVO Earnings Beat Highlights a Changing Profitability Story
by Arijit Sarkar
QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.
QRVOPositive Net Change SWKSPositive Net Change AVGOPositive Net Change
aerospace mobile semiconductor tech-stocks
Should Investors Buy QRVO or Wait for More Visibility?
by Arijit Sarkar
QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.
QRVOPositive Net Change SWKSPositive Net Change AVGOPositive Net Change
aerospace semiconductor tech-stocks
QRVO Rises 11.6% in the Past Month: Can the Rally Continue?
by Arijit Sarkar
QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.
QRVOPositive Net Change QCOMPositive Net Change SWKSPositive Net Change
aerospace mobile semiconductor tech-stocks
South Korea Still Has Investment Appeal: ETFs to Consider
by Yashwardhan Jain
South Korea's AI and semiconductor strength remains compelling despite recent volatility. Here's how investors can play the opportunity with ETFs.
EWYPositive Net Change KORUPositive Net Change FLKRPositive Net Change MKORPositive Net Change
artificial-intelligence etfs semiconductor