Yahoo Finance • 5 days ago
Worries about artificial intelligence disrupting the software business are overblown, Nvidia Chief Executive Jensen Huang said. "There's this notion that the software industry is in decline and will be replaced by AI," Huang said late Tues... Full story
Yahoo Finance • 6 days ago
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Lam Research (NasdaqGS:LRCX) has entered a multi year collaboration with CEA Leti focused on next... Full story
Yahoo Finance • 6 days ago
What Happened? A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to institutional repositioning as tra... Full story
Yahoo Finance • last month
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if you buy shares in a high quality company at the right price, you can gain well over 100%. For example, the Cadence Desig... Full story
Yahoo Finance • 2 months ago
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, fo... Full story
Yahoo Finance • 2 months ago
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity Nasdaq Composite Index ETF (Symbol: ONEQ) where we have detected an approximate $203.9 million dolla... Full story
Yahoo Finance • 2 months ago
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "mid... Full story
Yahoo Finance • 2 months ago
If you are wondering whether Cadence Design Systems is still worth buying at around $313 a share, or if most of the upside is already baked in, you are not alone. That is exactly what we are going to unpack here. The stock is up 5.2% year... Full story
Yahoo Finance • 2 months ago
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Lam Research (NASDAQ:LRCX) are highlighted by Bank of America as top semiconductor stocks for 2026, amid ongoing growth in AI-related spending. An... Full story
Yahoo Finance • 2 months ago
Investing.com -- In a note to clients on Tuesday, Bank of America analyst Vivek Arya named six large-cap stocks he believes are best positioned to outperform as spending on AI infrastructure accelerates. In a 2026 outlook, BofA said it ex... Full story
Yahoo Finance • 2 months ago
Below is Validea's guru fundamental report for CADENCE DESIGN SYSTEMS INC (CDNS). Of the 22 guru strategies we follow, CDNS rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth... Full story
Yahoo Finance • 2 months ago
Cadence Design Systems Inc. (NASDAQ:CDNS) is among the best stocks you’ll wish you bought sooner. On December 1, Oppenheimer analyst Edward Yang raised his rating on the stock to Perform from Underperform and increased his price target to... Full story
Yahoo Finance • 2 months ago
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. In a perfect world, we'd like to see a company investing more capital into its business and ideally... Full story
Yahoo Finance • 2 months ago
Austin, Dec. 05, 2025 (GLOBE NEWSWIRE) -- High-Speed SerDes Transceivers Market Size & Growth Insights:</b> According to the SNS Insider,“The High-Speed SerDes Transceivers Market size was valued at USD 2.79 Billion in 2025E and is proj... Full story
Yahoo Finance • 2 months ago
We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.'s share was trading at $309.62 as of Decemb... Full story
Yahoo Finance • 2 months ago
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -0.88% (net) during the third... Full story
Yahoo Finance • 2 months ago
By Max A. Cherney SAN FRANCISCO, Dec 2 (Reuters) - Startup Vinci said on Tuesday it has raised $36 million to finance its business of building software that can speed chip and other hardware design by significantly accelerating the simu... Full story
Yahoo Finance • 2 months ago
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task. This dynam... Full story
Yahoo Finance • 3 months ago
Below is Validea's guru fundamental report for CADENCE DESIGN SYSTEMS INC (CDNS). Of the 22 guru strategies we follow, CDNS rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentu... Full story
Yahoo Finance • 3 months ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Wedbush upgraded Carvana (CVNA) to Out... Full story