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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.
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.
STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.
Analog Devices enters Q3 earnings with broad-based demand, AI-driven Communications growth and a potential earnings beat despite a premium valuation.
STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets as key drivers of its outlook. See our latest analysis for STMicroelectronics. The higher guidance appears to have helped shift sentiment after a weak patch, with the 7 day share price return of 5.67% partly offsetting a 30 day share price decline of 17.48%. Even with that pullback, STMicroelectronics...
ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.
ASYS heads into Q3 earnings with AI-driven demand, improving margins and a discounted valuation, but weak visibility and geopolitical risks support a hold.
Stabilus (ETR:STM) said third-quarter revenue was close to €300 million and adjusted EBIT margin improved to 10.8%, despite lower sales tied largely to weakness in China and continued pressure in automotive markets. The company said revenue was approximately 4% to 4.5% below the prior-year quarter,
Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.
Investors rotate out of AI chipmakers while software stocks show greater resilience during earnings season.
STM's Q2 earnings call spotlights AI data center growth, raising its 2026 and 2027 revenue outlook as customer demand, backlog and product mix improve.
Revenue surged 23% YoY to $3.49B, driven by AI data center and industrial demand.
Chipmaker raises AI sales outlook but weaker third-quarter guidance weighs on investor expectations.
The chipmaker raised its data center revenue forecast despite a softer near-term sales outlook.
STMicroelectronics NV (STM) reports robust revenue growth across key segments, despite facing manufacturing and supply chain hurdles.
STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.
STMicroelectronics (NYSE:STM) reported second-quarter 2026 revenue above the midpoint of its outlook and said demand accelerated across all end markets, with management pointing to particularly strong momentum in AI data centers, optical connectivity and industrial applications. President and Chief
The European chip maker, which also counts Apple and Tesla among its clients, raised its revenue target after having had upgraded its forecast in June.
STM heads into Q2 earnings with improving AI, automotive and industrial demand, but investors may brace for near-term volatility around the results.
By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East
Investing.com -- European semiconductor stocks fell on Thursday after Broadcom held its $100 billion artificial intelligence revenue forecast unchanged, disappointing investors and sending the U.S. chipmaker’s shares down more than 13% in premarket trading.
Analog Devices heads into Q2 FY26 earnings results with AI data center growth, robotics demand and optical networking trends driving momentum.
Stabilus (ETR:STM) reported second-quarter fiscal 2026 revenue of €304.9 million, down 10% year-over-year but higher than the first quarter’s roughly €291 million, as management highlighted steady execution on cost savings and transformation initiatives. Chief Executive Officer Dr. Michael Büchsner
STMicroelectronics (STM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Q1 earnings beat and guidance shift focus to AI and data centers STMicroelectronics (ENXTPA:STMPA) is back in the spotlight after first quarter earnings and guidance pointed to recovering demand in key chip markets, alongside management’s growing emphasis on AI and data center opportunities. For Q1 2026, STMicroelectronics reported sales of US$3,089 million and revenue of US$3,095 million, compared with US$2,513 million and US$2,517 million a year earlier. Net income was US$37 million, with...
This “hidden” AI stock is stepping into the spotlight.
STM posts 85.7% EPS jump in Q1 but misses estimates as AI-driven demand lifts revenues, cloud, autos and industrial gains offset margin pressures.
STMicroelectronics (NYSE:STM) reported first-quarter 2026 net revenues of $3.1 billion, supported by stronger-than-expected results in personal electronics engaged customer programs and in communications equipment and computer peripherals, while also closing its acquisition of NXP’s MEMS sensor busi
STMicroelectronics NV (STM) reports strong revenue growth and strategic advancements despite facing cash flow and margin pressures.
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