Semiconductors

235 articles in this category (Page 7 of 10)

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

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-12 - increase Confidence 8/10

Record AI-driven data center growth and strong analyst targets signal near-term upside ahead of Q4 earnings catalyst.

Jan 12, 2026NVDA

Stock Weather AISemiconductorsEarnings Catalyst

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

Negative free cash flow and sky-high P/E clash with CES 2026 product launch and upcoming earnings, creating short-term upside potential.

Jan 10, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-10 - increase Confidence 9/10

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

Jan 10, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

Intel – 2026-01-09 - increase Confidence 6/10

Negative free cash flow and sky-high P/E are offset by strong AI momentum and government-backed investments, fueling near-term upside.

Jan 9, 2026INTC

Stock Weather AISemiconductorsEarnings Momentum

Intel – 2026-01-08 - increase Confidence 6/10

Negative free cash flow and sky-high P/E clash with U.S. government/Nvidia stakes and new product hype, fueling speculative momentum likely to lift stock near-term.

Jan 8, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-08 - increase Confidence 8/10

Record free cash flow of $60.85B and 122% YoY revenue surge driven by AI data center demand signal strong momentum; stock poised for near-term upside.

Jan 8, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-08 - increase Confidence 9/10

Record AI-driven revenue growth and dominant market share meet strong analyst targets, signaling near-term upside.

Jan 8, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

Ambarella – 2026-01-07 - increase Confidence 6/10

Strong gross margin and positive free cash flow meet rising AI/autonomous vehicle interest, driving near-term upside potential.

Jan 7, 2026AMBA

Stock Weather AISemiconductorsEarnings Momentum

Silicon Motion – 2026-01-07 - Increase Confidence 8/10

Strong TTM net income and gross margin meet AI-driven SSD demand and a $50M buyback, fueling near-term upside.

Jan 7, 2026SIMO

Stock Weather AISemiconductorsAI Infrastructure

Intel – 2026-01-06 - increase Confidence 6/10

Negative free cash flow and sky-high P/E clash with NVIDIA's $5B investment and AI infrastructure narrative, fueling short-term momentum.

Jan 6, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-06 - Increase Confidence 9/10

Strong free cash flow and 70% gross margin meet China export approval and CES 2026 catalysts, driving near-term upside.

Jan 6, 2026NVDA

Stock Weather AISemiconductorsMomentum Trading

Intel Corporation – 2026-01-05 - increase Confidence 7/10

Despite negative free cash flow and ultra-expensive valuation, a surge in momentum and strategic Nvidia investment are catalyzing near-term upside ahead of the Panther Lake launch.

Jan 5, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-05 - Increase Confidence 8/10

Strong free cash flow and dominant gross margins meet continued AI infrastructure demand, driving near-term upside.

Jan 5, 2026NVDA

Stock Weather AISemiconductorsEarnings Momentum

Intel – 2026-01-03 - increase Confidence 7/10

Q3 2025 revenue beat and earnings surprise signal turnaround, while government stake and AI narrative fuel momentum—stock poised for near-term upside.

Jan 3, 2026INTC

Stock Weather AISemiconductorsAI Infrastructure

Intel – 2026-01-02 - Decrease Confidence 6/10

Elevated P/E of 615 and negative free cash flow clash with AI acquisition news, signaling overvaluation pressure ahead of earnings inflection.

Jan 2, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-02 - Increase Confidence 9/10

Record free cash flow of $60.85B and AI-driven demand surge signal strong fundamentals, while continued data center investments by tech giants act as immediate catalyst for near-term price appreciation.

Jan 2, 2026NVDA

Stock Weather AISemiconductorsAI Infrastructure

Sandisk Corporation – 2026-01-02 - increase Confidence 7/10

Negative free cash flow and high leverage are offset by strong AI-driven demand and better-than-expected losses, signaling near-term upside.

Jan 2, 2026SNDK

Stock Weather AISemiconductorsArtificial Intelligence

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

Strong free cash flow and dominant AI positioning meet rising demand for next-gen data center solutions, driving near-term upside.

Jan 1, 2026NVDA