Semiconductor News & Analysis Feed
20 articles
2026-08-22
2026-08-11
www.tradingview.com
2026-08-11
2026-08-03
www.advisorperspectives.com
2026-08-03
2026-07-27
news.google.com
2026-07-27
2026-07-23
www.marketscreener.com
2026-07-23
2026-07-21
ca.investing.com
2026-07-21
2026-07-21
ng.investing.com
2026-07-21
2026-07-15
www.odaily.news
2026-07-15
2026-07-10
finance.yahoo.com
2026-07-10
Micron Technology Inc. (NASDAQ:MU) has received reiterated buy ratings from prominent analysts, reflecting strong market confidence in its role within the AI-driven semiconductor landscape. Bernstein analyst Mark Li maintained a buy rating with a $1,300 price target, while Bank of America's Vivek Ar
2026-07-10
finance.yahoo.com
2026-07-10
In July 2026, several major investment banks raised their price targets on ASML Holding N.V. (NASDAQ:ASML), reflecting growing optimism about the semiconductor demand driven by AI. Bernstein analyst David Dai increased the target price from $1,971 to $2,623, maintaining an 'Outperform' rating. This
2026-07-07
www.tikr.com
2026-07-07
ASML stock surged following Bernstein's aggressive upgrade of its price target, driven by rapidly expanding demand for AI chips. Bernstein raised its target price to $2,623 from $1,971, maintaining an 'Outperform' rating. The boost stems from strong growth in logic and DRAM chip capacity, fueled by
2026-07-07
news.google.com
2026-07-07
2026-07-07
news.google.com
2026-07-07
2026-07-07
finance.yahoo.com
2026-07-07
ASML Holding NV (ASML) stock rose over 5% following Bernstein's significant upgrade of its price target, reflecting strong market confidence in the company's future performance. Bernstein raised its price target to $2,623 from $1,971, implying a 48% upside, citing an accelerating AI-driven investmen
2026-07-06
news.google.com
2026-07-06
2026-07-06
news.google.com
2026-07-06
2026-07-06
news.google.com
2026-07-06
2026-06-30
www.benzinga.com
2026-06-30
Bernstein Research suggests that SanDisk could emerge as the biggest winner in AI memory, pointing to hidden advantages over Micron. This analysis comes amid the rapid growth of artificial intelligence, creating unprecedented demand for high-performance memory solutions. SanDisk's strategic position
2026-06-29
www.gurufocus.com
2026-06-29
NVIDIA's stock performance has strengthened following Bernstein's affirmation of its outperform rating, highlighting market confidence in the company's leadership position within the AI and high-performance computing sectors. This rating reflects Bernstein's recognition of NVIDIA's technological adv
2026-06-24
finance.yahoo.com
2026-06-24
Despite a broad tech sector sell-off on June 23, 2026, Bernstein continues to view NVIDIA (NVDA) as a 'must-own' stock. The firm reiterates its outperform recommendation for both NVDA and Broadcom, citing their undervaluation and strong demand in the AI-driven market. While the tech sector faced dow