Semiconductors

244 articles in this category (Page 6 of 11)

Stock Weather AISemiconductorsEarnings Volatility

Intel Corporation – 2026-02-03 - increase Confidence 6/10

Strong Q4 earnings beat overshadowed by a 21% sell-off, but supply constraints are expected to ease in Q2 2026, suggesting a potential near-term rebound.

Feb 3, 2026INTC

Stock Weather AISemiconductorsEarnings

Intel Corporation – 2026-02-03 - Decrease Confidence 6/10

Negative free cash flow and a weak Q1 outlook overshadow a Q4 earnings beat, suggesting near-term pressure.

Feb 3, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA Corporation – 2026-02-03 - Increase Confidence 8/10

Massive $60.9B TTM free cash flow and China's preliminary approval for H200 chips signal strong near-term momentum.

Feb 3, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA Corporation – 2026-02-02 - increase Confidence 7/10

Nvidia's Q3 revenue surged 62% YoY, and preliminary China approval for H200 chips provides a near-term catalyst, predicting a stock price increase.

Feb 2, 2026NVDA

Stock Weather AISemiconductorsEarnings Analysis

Intel Corporation – 2026-01-31 - Increase Confidence 6/10

Strong Q4 earnings beat overshadowed by weak Q1 guidance; near-term catalysts from analyst upgrades and NVIDIA deal support a modest rebound.

Jan 31, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-31 - increase Confidence 7/10

Record earnings momentum and AI data center demand drive sentiment, but technical resistance and high beta present near-term volatility.

Jan 31, 2026NVDA

Stock Weather AISemiconductorsMarket Sentiment

Intel Corporation – 2026-01-30 - increase Confidence 6/10

Negative free cash flow and high leverage weigh on fundamentals, but forward P/E below sector peak and technical repair in progress suggest near-term bounce potential.

Jan 30, 2026INTC

Stock Weather AISemiconductorsEarnings Reaction

Intel – 2026-01-29 - increase Confidence 7/10

Strong Q4 beat and AI demand surge contrast weak guidance, but short-term rebound momentum builds after sharp sell-off.

Jan 29, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-29 - increase Confidence 8/10

Free cash flow of $60.85B signals financial strength, while China's H200 chip approval unlocks $30B revenue catalyst—driving near-term upside.

Jan 29, 2026NVDA

Stock Weather AISemiconductorsEarnings Analysis

Intel – 2026-01-28 - decrease Confidence 3/10

Negative free cash flow and high leverage clash with weak Q1 guidance despite a Q4 earnings beat, pointing to near-term downside.

Jan 28, 2026INTC

Stock Weather AISemiconductorsAI Infrastructure

Corning – 2026-01-28 - Increase Confidence 8/10

Strong core earnings growth and a major Meta AI infrastructure deal signal near-term upside despite high P/E.

Jan 28, 2026GLW

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-28 - Increase Confidence 9/10

Free cash flow of $60.85B and 114% YoY revenue growth meet explosive AI demand, with China chip sales approval and OpenAI deal driving near-term upside.

Jan 28, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-27 - Increase Confidence 9/10

Free cash flow surges to $60.85B while analysts project 66% revenue growth, fueled by AI demand and strategic partnerships, signaling strong near-term upside.

Jan 27, 2026NVDA

Stock Weather AISemiconductorsEarnings Analysis

Intel – 2026-01-26 - decrease Confidence 3/10

Negative free cash flow and high leverage clash with weak Q1 guidance despite earnings beat, triggering near-term downside.

Jan 26, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-26 - Increase Confidence 9/10

Record free cash flow of $60.85B and blowout Q3 revenue of $57B driven by AI demand signal strong momentum; analysts project 37% upside.

Jan 26, 2026NVDA

Stock Weather AISemiconductorsEarnings Analysis

Intel Corporation – 2026-01-23 - Decrease Confidence 6/10

Negative free cash flow and sky-high P/E meet weak Q1 guidance despite AI-driven rally, signaling near-term pullback risk.

Jan 23, 2026INTC

Stock Weather AISemiconductorsEarnings Analysis

Intel – 2026-01-23 - decrease Confidence 7/10

Negative free cash flow and weak Q1 guidance outweigh earnings beat, triggering sell-off; stock likely to decline further near-term.

Jan 23, 2026INTC

Stock Weather AISemiconductorsGrowth Stocks

Navitas Semiconductor – 2026-01-23 - Decrease Confidence 6/10

Negative free cash flow and ultra-expensive valuation clash with strong momentum as analyst downgrades pressure NVTS after recent AI-driven hype.

Jan 23, 2026NVTS

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-23 - Increase Confidence 9/10

Record data center revenue surge meets China's H200 chip approval, unlocking $30B in demand—NVIDIA stock poised for near-term upside.

Jan 23, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-22 - Increase Confidence 9/10

Free cash flow of $60.85B signals strength, while U.S. export approval for H200 chips to China unlocks near-term revenue upside—stock poised to rise.

Jan 22, 2026NVDA

Stock Weather AISemiconductorsGrowth Stocks

Credo Technology Group – 2026-01-21 - Increase Confidence 6/10

Strong gross margin and positive free cash flow signal profitability traction, while high forward P/E reflects growth expectations; lack of negative news supports near-term stability.

Jan 21, 2026CRDO

Stock Weather AISemiconductorsEarnings Catalyst

Intel – 2026-01-21 - increase Confidence 6/10

Negative free cash flow and sky-high P/E contrast with upcoming earnings catalyst and strategic government/Nvidia interest, suggesting short-term upside potential.

Jan 21, 2026INTC

Stock Weather AISemiconductorsArtificial Intelligence

NVIDIA – 2026-01-21 - Increase Confidence 7/10

Strong free cash flow and AI demand signal growth, offset by China risks and technical weakness; earnings catalyst looms.

Jan 21, 2026NVDA

Stock Weather AISemiconductorsArtificial Intelligence

Rambus Inc. – 2026-01-21 - Increase Confidence 7/10

Strong revenue growth and AI-driven demand for DDR5 chips signal upside, despite overvaluation concerns ahead of earnings.

Jan 21, 2026RMBS