The recent drop in software sector stock prices is creating buying opportunities, according to Jefferies.
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The company reported revenue ahead of Wall Street’s estimates, but capex blows past estimates.
Frontier will help companies build, deploy, and manage AI agents.
Qualcomm forecast lower than expected revenue for the current quarter.
As investors fret about the impact of AI on stocks, Barron’s tech columnist reminds readers that panic never pays.
An earnings beat wasn’t enough to keep the stock rallying. Shares of AMD were down sharply after the report.
Sandisk’s chip-based storage has become increasingly important in data centers and consumer devices.
For the December quarter, IBM reported earnings per share of $4.52, compared with the consensus call for $4.31 among Wall Street analysts tracked by FactSet
Robust earnings commentary suggests chip makers are seeing rising demand and are willing to invest to add capacity going into next year.
The chip maker provided a strong earnings forecast for its March quarter.
Piper Sandler analyst Harsh Kumar raised his call on the stock price to $300 from $280 and reaffirmed an Overweight rating.
On Friday, AMD stock rose 3.7%, driving its gains this month to 23%. Investors are growing more optimistic about the chipmaker’s business prospects after rival Intel posted its results.
Intel’s CFO told Barron’s that the company is still facing “supply constraints.”
Tech CEOs used Davos forums to extol the future of AI, both in the enterprise and for helping better the world.
The founder of TCI Fund Management ranks No. 1 for the net gain achieved in 2025, according to a ranking from the investment firm Edmond de Rothschild.
Jefferies expects earnings upside for Nvidia, Broadcom and Marvell as AI demand accelerates.
The agreement will lower tariffs, boost semiconductor manufacturing in the U.S., and provide credit guarantees for Taiwanese companies.
The semiconductor sector was getting a big boost Thursday.
The chip maker works with Nvidia, AMD, Qualcomm, and other major artificial-intelligence companies.
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