Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher. However, according to ...

Shares of NXP Semiconductors NV (NXPI) were in focus on Monday ahead of the company’s fourth-quarter earnings scheduled to be ...

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Chicago Partners Investment Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Limited ...

Barclays analyst Tom O’Malley lowered the firm’s price target on NXP Semiconductors (NXPI) to $230 from $280 and keeps an Overweight rating on the shares as part of a 2025 outlook for the ...

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ ...

Caprock Group LLC grew its stake in shares of United Microelectronics Co. (NYSE:UMC – Free Report) by 2.4% during the 4th ...

Barclays favors stocks with proprietary serializer/deserializer technology but is cautious about certain sectors like semiconductors, PC, and handsets, expecting recovery in these areas to take ...

In a report released today, Simon Coles from Barclays maintained a Buy rating on Taiwan Semiconductor Manufacturing (TSM – Research Report), with a price target of $240.00. The company’s ...

Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

but AI-driven momentum kept semiconductor-heavy ETFs like SMH ahead of QQQ. Barclays is betting big on Lumentum's 59% year-on-year port count jump and a 76% datacom revenue spike in 2025.