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Chip Stocks Driven Higher by Nvidia Results and Guidance
Barrons.com23d agoneutral
Chip Stocks Driven Higher by Nvidia Results and Guidance

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Chip Stocks Mixed Ahead of Nvidia Earnings
Barrons.com24d agoneutral
Chip Stocks Mixed Ahead of Nvidia Earnings

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

Besi (ENXTAM:BESI) Stock Looks Above Fair Value On Cash Flow And Earnings
Simply Wall St.44d agoneutral
Besi (ENXTAM:BESI) Stock Looks Above Fair Value On Cash Flow And Earnings

BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...