Semiconductors

229 articles in this category (Page 6 of 10)

Stock Weather AISemiconductorsEarnings Analysis

Intel Corporation – 2026-01-23 - Decrease Confidence 6/10

Negative free cash flow and sky-high P/E meet weak Q1 guidance despite AI-driven rally, signaling near-term pullback risk.

Jan 23, 2026INTC

Stock Weather AISemiconductorsEarnings Analysis

Intel – 2026-01-23 - decrease Confidence 7/10

Negative free cash flow and weak Q1 guidance outweigh earnings beat, triggering sell-off; stock likely to decline further near-term.

Jan 23, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-23 - Increase Confidence 9/10

Record data center revenue surge meets China's H200 chip approval, unlocking $30B in demand—NVIDIA stock poised for near-term upside.

Jan 23, 2026NVDA

Stock Weather AISemiconductorsGrowth Stocks

Navitas Semiconductor – 2026-01-23 - Decrease Confidence 6/10

Negative free cash flow and ultra-expensive valuation clash with strong momentum as analyst downgrades pressure NVTS after recent AI-driven hype.

Jan 23, 2026NVTS

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-22 - Increase Confidence 9/10

Free cash flow of $60.85B signals strength, while U.S. export approval for H200 chips to China unlocks near-term revenue upside—stock poised to rise.

Jan 22, 2026NVDA

Stock Weather AISemiconductorsGrowth Stocks

Credo Technology Group – 2026-01-21 - Increase Confidence 6/10

Strong gross margin and positive free cash flow signal profitability traction, while high forward P/E reflects growth expectations; lack of negative news supports near-term stability.

Jan 21, 2026CRDO

Stock Weather AISemiconductorsEarnings Catalyst

Intel – 2026-01-21 - increase Confidence 6/10

Negative free cash flow and sky-high P/E contrast with upcoming earnings catalyst and strategic government/Nvidia interest, suggesting short-term upside potential.

Jan 21, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-21 - Increase Confidence 7/10

Strong free cash flow and AI demand signal growth, offset by China risks and technical weakness; earnings catalyst looms.

Jan 21, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

Rambus Inc. – 2026-01-21 - Increase Confidence 7/10

Strong revenue growth and AI-driven demand for DDR5 chips signal upside, despite overvaluation concerns ahead of earnings.

Jan 21, 2026RMBS

Stock Weather AISemiconductorsAdvanced Packaging

Intel – 2026-01-20 - increase Confidence 6/10

Negative free cash flow and sky-high P/E are offset by BofA's positive signal on Intel Foundry's advanced packaging, suggesting near-term optimism.

Jan 20, 2026INTC

Stock Weather AISemiconductorsAI Infrastructure

Intel Corporation – 2026-01-20 - increase Confidence 6/10

Despite negative free cash flow and an elevated P/E, Intel's core semiconductor business and recent AI-driven demand catalysts point to near-term upside.

Jan 20, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-20 - Increase Confidence 9/10

Record free cash flow of $60.85B and 122% YoY revenue growth fueled by AI data center boom signal strong momentum; tech giants' trillion-dollar AI infrastructure plans act as immediate catalyst for near-term upside.

Jan 20, 2026NVDA

Stock Weather AISemiconductorsAsia Markets

United Microelectronics Corporation – 2026-01-20 - increase Confidence 7/10

Strong free cash flow and recent automotive-grade tech qualification signal near-term upside despite high leverage.

Jan 20, 2026UMC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-19 - Increase Confidence 9/10

Record free cash flow of $60.85B and 122% YoY revenue surge meet AI-driven data center boom, fueling near-term upside.

Jan 19, 2026NVDA

Stock Weather AISemiconductorsAI Infrastructure

Intel – 2026-01-16 - Increase Confidence 7/10

Strong momentum and analyst upgrade on AI-driven server demand signal near-term upside, despite stretched valuation.

Jan 16, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-16 - increase Confidence 6/10

Record Data Center revenue surge meets AI-driven demand, but margin pressure and technical bearish signals suggest limited near-term upside.

Jan 16, 2026NVDA

Stock Weather AISemiconductorsEarnings Preview

Intel – 2026-01-15 - increase Confidence 7/10

Negative free cash flow contrasts with recent stock surge on Mobileye acquisition and AI product launches, fueling short-term upside ahead of earnings.

Jan 15, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-15 - Increase Confidence 9/10

Record free cash flow of $60.85B and 122% YoY revenue surge meet AI infrastructure boom, driving near-term upside.

Jan 15, 2026NVDA

Stock Weather AISemiconductorsEarnings Catalyst

Intel – 2026-01-14 - Increase Confidence 7/10

Negative free cash flow and sky-high P/E offset by recent product launches and strategic upgrades, signaling near-term upside ahead of earnings.

Jan 14, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-14 - Increase Confidence 9/10

Record free cash flow of $60.85B and 70% gross margin meet surging AI-driven demand, with recent analyst target of $244 signaling strong near-term upside.

Jan 14, 2026NVDA

Stock Weather AISemiconductorsQuantitative Analysis

Intel Corporation – 2026-01-13 - increase Confidence 5/10

Negative free cash flow and sky-high P/E offset by recent price proximity to 52-week high and potential sentiment rebound in semiconductor sector.

Jan 13, 2026INTC

Stock Weather AISemiconductorsEarnings Catalyst

Intel – 2026-01-13 - Increase Confidence 7/10

Negative free cash flow and sky-high P/E offset by strong product momentum and Apple foundry deal, driving near-term upside.

Jan 13, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-13 - Increase Confidence 8/10

Record Data Center revenue growth and new AI partnership with Eli Lilly signal sustained demand, outweighing short-term skepticism.

Jan 13, 2026NVDA

Stock Weather AISemiconductorsDefense

TTM Technologies – 2026-01-13 - Increase Confidence 8/10

Strong AI and defense demand paired with share buybacks and solid Q3 growth signal near-term upside despite high P/E.

Jan 13, 2026TTMI