MarketPulse

semiconductor

105 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Cirrus Logic Outpaces Apple on Valuation Despite Heavy iPhone Dependence

Cirrus Logic outperforms Apple with 33% returns despite 94% iPhone revenue dependence. The semiconductor supplier trades at cheaper valuation (19x vs 35x earnings) with comparable growth.
AAPLCRUSvaluationearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Storage Chip Maker Outpaces Memory Rival on Stronger Earnings Growth

SanDisk vastly outperforms Micron with 1,220% share gains versus 222%, driven by stronger NAND flash earnings growth and pricing amid AI infrastructure demand.
SNDKMUNAND flash storageDRAM
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia Commands Analyst Attention as Top AI Play, Eyes 37% Upside

Nvidia commands analyst attention as top AI play with 37% upside potential. Consensus price target of $253.62 reflects bullish outlook on AI infrastructure spending.
NVDAcapital expenditurerevenue growth
The Motley FoolThe Motley Fool··Emma Newbery

Inflation Moderation Steadies Markets as Tech Earnings Drive Mixed Session

Inflation cooled to 2.4%, steadying markets amid mixed earnings. Tech stocks showed divergence as investors reassess AI disruption timing.
COINMDTRIVNAMATcryptocurrencyearnings
The Motley FoolThe Motley Fool··Keith Noonan

Cohu Shares Decline as Earnings Miss Despite Strong Revenue Growth

Cohu stock fell 6.86% after missing earnings expectations despite 30% revenue growth, citing margin pressures that management expects to improve going forward.
COHUrevenue growthsemiconductor