Semiconductors

EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution
Is Nvidia Sitting On The AI Goldmine No One Sees Yet?
Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Is Nvidia Sitting On The AI Goldmine No One Sees Yet?
Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Nvidia CEO Jensen Huang Announces GM Partnership: 'The Time For Autonomous Vehicles Has Arrived'
Samsung Chairman Urges Execs To Embrace 'Death-Defying' Mindset Amid AI Challenges, Says Company Is 'Facing A Do-Or-Die' Issue

Semiconductors Recent News

Arista Analyst Sees 68% Upside As Stock Pullback Presents Buying Opportunity
Arista Networks Inc (NYSE:ANET) is a strong buy with significant upside potential. Recent dip is due to overstated concerns about AI spending and competition, but long-term fundamentals remain strong. Buy now for potential gains, says analyst.
Semtech Shares Soar After Better-Than-Expected Q4 Results: Details
Semtech releases its fourth-quarter results after Thursday's closing bell. Here's a look at the details from the report. 
Nvidia Stock Reached All-Time Highs After Jensen Huang's CES Keynote — Will Next Week's GTC Spark Another Surge?
Jensen Huang will give a keynote speech at Nvidia's GTC conference next week. A keynote from Huang at CES earlier this year took Nvidia stock to highs.
Dow Curse Strikes Again: Nvidia's Stock Performance Since Joining The Index
A look at whether Nvidia stock has outperformed or underperformed since being added to the Dow Jones Industrial Average in 2024.
Intel Stock Soars Nearly 12% In Thursday Pre-Market: What's Going On?
Intel Corporation (NASDAQ: INTC) surged 11.6% during the pre-market trading session on Thursday after the company announced that tech industry veteran, Lip-Bu Tan, is set to take the helm as the new CEO.
Intel Stock: Rebounds On TSMC JV Buzz - But Is It Enough To Reverse The Slide?
Intel Corp (INTC) stock jumped 5.36% on reports of a joint venture with TSMC, but with long-term struggles and bearish outlook, it may be short-lived.
Meta Taps Taiwan Semiconductor To Build AI Chip, Aims To Cut Nvidia Dependence By 2026
Meta (NASDAQ: META) is testing its first in-house chip for AI training, aiming to reduce reliance on suppliers like Nvidia and cut infrastructure costs.
Supermicro's AI Boom, Liquid Cooling Edge Spark Analyst Confidence In Growth Potential
Rosenblatt analyst reinstates coverage on Supermicro with a Buy rating and $60 price target. The company is well-positioned in the growing AI market.
Broadcom 'Well Positioned' As Analysts Predict Continued AI Revenue Growth
AVGO analysts highlight AI growth, recovery of non-AI segments, and new XPU customers. Expect continued strength in AI semiconductor revenue.
Broadcom Stock Surges On Q1 Earnings Beat, Revenue Beat, Strong Guidance: 'We Expect Continued Strength In AI Semiconductor Revenue'
Broadcom reportsnfirst-quarter revenue of $14.92 billion, beating analyst estimates of $14.61 billion, according to Benzinga Pro.
Marvell Technology Stock Drops After Q4 Results, Q1 Guidance Roughly In-Line: Details
Marvell Technology releases its fourth-quarter results after Wednesday's closing bell. Here's a look at the details from the report.
Broadcom Q1 Earnings Preview: Semiconductor Looks To Get Back To Beating Analyst Estimates After Q4 Miss
Broadcom has beaten analyst estimates for revenue and earnings per share in 80% of recent quarters. Will the trend continue?
Arm Strikes $250 Million Deal With Malaysia To Boost Chip Design And Tech Ecosystem
Arm Holdings-ADR (NASDAQ: ARM), a subsidiary of SoftBank Group Corp. (OTC: SFTBY), has entered into a $250 million agreement with Malaysia to supply chip designs and technology for the next ten years.
EXCLUSIVE: February's 20 Most-Searched Tickers On Benzinga Pro – Where Do Tesla, Palantir, Alibaba, Nvidia Rank?
These were the 20 tickers that Benzinga readers searched for the most during the month of February.
Super Micro Earnings Reveal: Legal Risks Have 'Increased Materially', Mystery Customer & More
Super Micro Computer filed annual report with internal control issues, customer shift, legal risks. JPMorgan maintains 'Underweight' rating.
Marvell Vs. Broadcom: AI Arms Race Heats Up Ahead Of Earnings
Marvell and Broadcom are gearing up for earnings reports as AI spending accelerates. Both companies have distinct strategies and stand to benefit.
ARM's Big Bet On Malaysia: Can The Nation Meet The Challenge?
ARM Holdings plans to set up base in Malaysia, backed by SoftBank, to capitalize on the country's appeal as a semiconductor hub. Challenges lie in developing a skilled workforce.
Nvidia Wipes $375 Billion Of Investor Wealth In 2025: 'Margin Of Error Razor Thin,' Says Analyst Reiterating 'Buy On Dips' Call
While some analysts say Nvidia's fall could be because of the outlook on "gross margins," others believe that these concerns are "misplaced".
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Nvidia analysts break down the highlights from the company's fourth quarter and why they're bullish on the company's future.
Nvidia Rival AMD Hits 52-Week Lows - Buying Opportunity Or More Pain Ahead?
AMD stock plunges as Nvidia dominates AI chip race. Technicals signal more downside, but fundamentals remain strong. Analysts have bullish outlook.
Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'
A break down of the top highlights from Nvidia's Q4 financial results and a look at what's ahead for the semiconductor giant.
Broadcom Shares Are On The Rise Today: What's Going On?
Broadcom shares are moving higher Wednesday after the company announced the availability of its end-to-end PCIe Gen 6 portfolio and a partnership with Micron Technology for AI infrastructure expansion.
How Nvidia's Q4 Earnings Could Impact Major ETFs
Nvidia Corp (NASDAQ: NVDA) to release Q4 earnings today after market close. Analysts expect EPS of 84 cents and revenues of $38.1 billion. Earnings could influence performance of ETFs with Nvidia exposure, highlighting its significance in the tech market.
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