Workflow
Chips
icon
Search documents
Advanced Micro Devices Inc. (AMD) Was Down Way Too Much, Says Jim Cramer
Yahoo Finance· 2026-02-15 15:13
Core Viewpoint - Advanced Micro Devices Inc. (NASDAQ:AMD) has experienced significant stock price fluctuations, with an 83% increase over the past year but a 7% decline year-to-date, indicating volatility in investor sentiment and market conditions [2]. Company Performance - AMD designs and sells chips for various applications, including gaming, personal computing, and AI [2]. - The company's shares dropped by 17% following its fourth-quarter earnings report, despite strong revenue and guidance [2]. - Goldman Sachs maintains a Neutral rating with a $210 price target, while UBS has lowered its target from $330 to $310 but retains a Buy rating, citing uncertainty due to a $1 billion cut in gaming [2]. Analyst Commentary - Jim Cramer expressed that AMD's stock was down excessively and suggested that the company's leadership is positioned to exceed expectations by the end of the year [3]. - There is a belief that while AMD has potential, other AI stocks may offer better returns with lower risk [3].
Applied Materials Stock Jumps as AI-Driven Chip Demand Lifts Profits
Investopedia· 2026-02-13 19:17
-- Applied Materials Stock Jumps as AI-Driven Chip Demand Lifts Profits [Stocks Rise After Tame Inflation Data][CPI Report Shows Inflation Cooled in January][Apple Stock Is on the Back Foot Again][What Is an Olympic Gold Medal Worth?]- Top StoriesApplied Materials stock has nearly doubled over the past 12 months.Applied MaterialsClose### Key Takeaways- The company expects its semiconductor equipment business to grow more than 20% this year.- Applied Materials saw profit jump more than 70% in the latest quar ...
Earnings Estimates Moving Higher for Lattice (LSCC): Time to Buy?
ZACKS· 2026-02-13 18:20
Core Viewpoint - Lattice Semiconductor (LSCC) is experiencing solid improvements in earnings estimates, which may lead to continued short-term price momentum and a favorable earnings outlook [1][2]. Earnings Estimates - Analysts are increasingly optimistic about Lattice Semiconductor's earnings prospects, driving higher estimates that are expected to reflect positively in the stock price [2]. - The current quarter's earnings estimate is projected at $0.35 per share, representing a 59.1% increase from the previous year, with an 8.66% rise in consensus estimates over the last 30 days [6]. - For the full year, the earnings estimate is expected to be $1.53 per share, indicating a 45.7% increase from the prior year, with four estimates moving higher and a 7.54% boost in consensus estimates [7][8]. Zacks Rank - Lattice Semiconductor has achieved a Zacks Rank 1 (Strong Buy) due to strong agreement among analysts in revising earnings estimates upward, which has historically led to significant outperformance [3][9]. - Stocks with a Zacks Rank 1 (Strong Buy) and 2 (Buy) have been shown to significantly outperform the S&P 500 [9]. Stock Performance - Lattice shares have increased by 17.1% over the past four weeks, indicating investor confidence in the company's earnings growth prospects [10].
All You Need to Know About Silicon Labs (SLAB) Rating Upgrade to Buy
ZACKS· 2026-02-13 18:01
Silicon Laboratories (SLAB) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual in ...
Nvidia likely to lease data centre funded by $3.8 billion junk-bond sale
Business· 2026-02-13 11:14
Nvidia Corp. is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale, adding to the borrowing frenzy around artificial-intelligence infrastructure.  An entity backed by asset manager Tract Capital will sell the debt to finance a portion of the construction of a 200-megawatt data center and substation in Storey County, Nevada, according to people with knowledge of the matter, who asked not to be named discussing a private transaction.  The size of the bond deal was inc ...
Are the Magnificent 7 AI Winners or Just Big Spenders? Here's How To Tell.
Yahoo Finance· 2026-02-12 20:25
The days of these seven tech giants moving together like a single pack are over. Investors are no longer rewarding every company that simply mentions artificial intelligence (AI); they are now looking for proof that the billions being spent are actually turning into profits. This has created a massive gap between the stocks that are leading the market and those that are being left behind. We’ve seen it in software stocks. We’ve seen it in some financial services stocks. More News from Barchart Could it ...
Earnings Estimates Moving Higher for Monolithic (MPWR): Time to Buy?
ZACKS· 2026-02-12 18:20
Investors might want to bet on Monolithic Power (MPWR) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this chipmaker reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between tre ...
What Makes Monolithic Power (MPWR) a Strong Momentum Stock: Buy Now?
ZACKS· 2026-02-12 18:02
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...
Why Nvidia stock is up around 1% while other AI giants struggle
Invezz· 2026-02-12 15:36
Nvidia stock moved higher in early trading on Thursday, with the chipmaker once again testing the upper end of its recent range as investors positioned ahead of its earnings report later this month. N... ...
Despite a Blistering Start to the New Year, the Smart Money is Still Riding with Intel (INTC) Stock
Yahoo Finance· 2026-02-12 14:15
Intel (INTC) has a long way to go to truly establish credibility, at least among some skeptics. Sure, you can point to the excellent performance of INTC stock in recent sessions. However, the rally still doesn’t erase the fact that over the past five years, the security is down about 22%. However, what’s really interesting here is that the smart money is refusing the opportunity to heavily insure against downside risk. Let’s look at the facts. On a year-to-date basis, INTC stock is up a very impressive 3 ...