Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.
STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to an obvious bargain. For investors, the recent share price strength now sits against a low value score and an overvalued reading on market multiples. Over the last 12 months, STMicroelectronics has returned 124.2%. This puts extra focus on whether today’s price already reflects much of the good news in the story. Future growth in...
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.
STM is likely to top $4 billion in Q4 revenues as AI datacenter, auto, industrial and LEO satellite demand strengthens bookings and margins.
Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.
Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.
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,
Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.
STMicroelectronics (STM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.
0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.
Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.
Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.
The E-mini Nasdaq 100 futures contract was up 1.6%, pointing to a strong opening for tech stocks in the U.S Monday, after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.
European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.
STMicroelectronics (ENXTPA:STMPA) and FocalPoint have launched a commercially available advanced vehicle positioning solution. The partnership brings FocalPoint’s GNSS technology onto STMicroelectronics’ automotive grade hardware for use in production vehicles. The solution targets safer and more accurate positioning in challenging driving conditions and dense urban areas. For investors tracking STMicroelectronics, this new GNSS based positioning solution adds another product to the...
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.
By Tharuniyaa Lakshmi and Purvi Agarwal July 24 (Reuters) - European shares recovered on Friday after registering their steepest one-day loss in two weeks in the previous session, as investors drew
STMicroelectronics stock has more than doubled over the past year, yet its latest pullback and mixed valuation checks leave investors weighing a strong recent run against signals that do not point to a straightforward bargain or clear overvaluation. STMicroelectronics has delivered a 115.4% return over the past year, which puts recent weakness in a very strong 12 month context. Expectations around growth tied to AI related data center and communications demand can support the current...
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.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
