Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy ...

ON Semiconductor recently reported ongoing end-market headwinds, with sales having fallen over the past two years and management expecting flat revenue over the next 12 months, alongside gross margins ...

NVDA, TSM and SMTC stocks currently have a strong buy, buy or hold recommendation: Learn why. Semiconductor sales were $166B last quarter, up more than 23% year on year. Register now to see our 7 Best ...

The semiconductor market had a remarkable year, with more room to grow in 2026, thanks to robust demand from various industries and the ongoing enthusiasm surrounding artificial intelligence (AI).

This commentary first appeared on Forbes Great Speculations, where Schaeffer's Investment Research is a regular contributor. Chipmaker Broadcom Inc (NASDAQ:AVGO) has had a busy month. The ...

The semiconductor industry has been delivering record-breaking numbers in the past two years. It had a solid 2024 where global chip sales increased 19% to $627 billion and this year is already shaping ...

Yesterday, Navitas Semiconductor (NASDAQ: NVTS) stock exploded by more than 160% following news that Nvidia (NASDAQ: NVDA) has selected the company to help develop 800-volt, high-voltage direct ...

Budget 2026 has the opportunity to shift the conversation from capacity announcements to cost structures, from incentives to ...

India’s semiconductor industry is heading into Union Budget 2026 with a clear ask: shift focus from building capacity to ...