semiconductor cycle

2 articles
The Motley FoolThe Motley Fool··Rich Smith

SanDisk Surges on Blockbuster Q3 Earnings as Analysts Boost Price Targets

SanDisk stock surges on strong Q3 earnings beating expectations with $23.03 EPS and $6B revenue. Analysts raise price targets to $1,500-$1,700 on robust NAND pricing.
SNDKstock gainsprice target increase
The Motley FoolThe Motley Fool··Eric Trie

Clearline Capital Reduces Semtech Stake Amid Strong Semiconductor Recovery

Clearline Capital divested $29.3M of Semtech shares as semiconductor stocks surge 136.6%. Semtech's Sierra Wireless acquisition boosts growth but increases financial leverage.
MUSMTCportfolio rebalancingdebt leverage