Everything tagged "semiconductors" across research, earnings, and macro.
134 articles
NVIDIA posted 85% revenue growth in fiscal Q1 2027 as Data Center sales surged 92%, keeping the AI infrastructure story intact. The stock remains a Buy, but valuation is no longer cheap.
The semiconductor selloff looks more like a rotation in AI leadership than the end of the spending cycle. The market is starting to reward the companies that can absorb massive capex and monetize AI at platform scale, not just the suppliers that enabled the first leg.
STMicroelectronics got hit for a messy quarter, but the market sold the wrong part of the story. The real change is that STM now has a much bigger AI data-center runway, and that is more important than a slight Q3 guide miss.
Intel Corp. (INTC) beat EPS and revenue estimates, but the stock slips as investors look past the headline and into spending, foundry losses, and AI-driven server demand. This deep-dive earnings analysis breaks down the quarter’s real operating strength, guidance, and what may matter next.
Intel Corp. (INTC) gains 3.0% after earnings beats, as investors react positively to stronger-than-expected results and improved outlook.
Analog Devices is riding a powerful cyclical rebound while expanding into durable growth markets like industrial automation, automotive content, and AI-linked data center power. The stock looks like a quality compounder, but valuation keeps the entry point important.
The easy bubble analogy misses the real point: **NVDA** is operating from a far stronger position than **CSCO** ever did at the end of the dot-com cycle. But this selloff still matters, because the semiconductor trade had become too indiscriminate and now looks set for a selective de-rating across the stack rather than an outright AI bust.
Micron is starting to look less like a pure memory cycle bet and more like an AI infrastructure supplier with better demand visibility. Record growth, long-term supply agreements, and a 10-year wafer deal make this rally easier to defend than the old boom-bust script.
Intel has finally given bulls real process milestones to point to, but this rally now needs an earnings print to carry it. With the stock up 158.5% year to date and profitability still negative, July 23 is where the comeback story either gets numbers behind it or starts to fall apart.
TSMC’s latest quarter did more than beat expectations; it undercut the entire “AI capex peak” narrative at the most important manufacturing bottleneck in chips. Record profit, a sharply higher 2026 growth outlook, and fresh pricing-power chatter say demand is still running hotter than the market feared.
Texas Instruments posted strong Q1 2026 growth and is seeing industrial and data center demand improve, but the stock already prices in much of the recovery. The company’s manufacturing edge and broad analog franchise support the long-term case, yet valuation keeps the stance at Hold.
This week’s chip selloff looks like a repricing of crowded AI winners, not proof that the capex cycle has broken. The real debate now is which parts of the stack still have pricing power, backlog visibility, and earnings that justify the multiple.
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