Yahoo Finance • 5 days ago

Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after the broader market rallied on Iran peace progress and AI-linked growth names led the comeback in technology. Nvidia's Q1 results earlier in the week (beat-and-raise o... Full story

Yahoo Finance • 6 days ago

Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

Quick Read Qualcomm (QCOM) stock spiked 11% on Q2 revenue of $10.6B and record automotive revenue of $1.33B (+38% YoY). Skyworks Solutions (SWKS) stock climbed 9% after the company reported Q1 revenue of $1.035B driven by Wi-Fi 7 growth.... Full story

Yahoo Finance • 23 days ago

Qorvo (NASDAQ:QRVO) Q1: Beats On Revenue But Inventory Levels Increase

Communications chips maker Qorvo (NASDAQ: QRVO) announced better-than-expected revenue in Q1 CY2026, but sales fell by 7% year on year to $808.3 million. Its non-GAAP profit of $1.69 per share was 39.5% above analysts’ consensus estimates.... Full story

Yahoo Finance • 24 days ago

Navitas Semiconductor Designates Davin Lee as Independent Board Director

By Karen Roman Navitas Semiconductor Corporation (Nasdaq: NVTS) said it appointed Davin Lee to its Board of Directors, having previously served at Renesas Corp. as Vice President and General Manager. Mr. Lee has more than 30 years of lea... Full story

Yahoo Finance • last month

Nova, Analog Devices, and Qorvo Shares Are Falling, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology... Full story

Yahoo Finance • last month

3 Value Stocks That Concern Us

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potenti... Full story

Yahoo Finance • last month

Airbnb upgraded, Zscaler downgraded: Wall Street's top analyst calls

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: Wells Fargo upgraded Airbnb (ABNB) to... Full story

Yahoo Finance • last month

Qorvo® to Distribute Quarterly Earnings on May 5, 2026

GREENSBORO, N.C., April 21, 2026 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq: QRVO), a leading global provider of connectivity and power solutions, will distribute fiscal 2026 fourth quarter financial results at approximately 4:00 p.m. (ET) on Tu... Full story

Yahoo Finance • last month

Qorvo downgraded, Ulta Beauty upgraded: Wall Street's top analyst calls

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: Jefferies upgraded Ulta Beauty(ULTA) to... Full story

Yahoo Finance • last month

Apple upgraded, Qualcomm downgraded: Wall Street's top analyst calls

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: BNP Paribas upgraded Apple (AAPL) to O... Full story

Yahoo Finance • 2 months ago

3 Semiconductor Stocks We Approach with Caution

Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the indust... Full story

Yahoo Finance • 2 months ago

Lumentum’s Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Quick Read Lumentum (LITE) supplies lasers, transceivers, and optical circuit switches for AI data centers with Q2 FY26 revenue of $665.5M representing 85% year-over-year growth, while non-GAAP operating margins expanded to 25.2% from 10.... Full story

Yahoo Finance • 2 months ago

Lumentum (LITE) to Open Greensboro Plant for AI Data Center Lasers

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best US stocks to buy and hold for the next 3 years. On March 26, Lumentum announced plans to establish a new 240,000-square-foot manufacturing facility in Greensboro, North Carolina, dedi... Full story

Yahoo Finance • 2 months ago

Lumentum Holdings (LITE) Climbs 8.8% on AI Optimism, Expansion

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 10 Stocks Outperforming Wall Street with Outsized Gains. Lumentum Holdings rallied for a second day on Wednesday, jumping 8.81 percent to close at $764.65 apiece, as investors poured fund... Full story

Yahoo Finance • 2 months ago

Qorvo, Skyworks Solutions, Penguin Solutions, Microchip Technology, and Marvell Technology Shares Plummet, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after China initiated a trade barrier investigation against the United States, escalating trade tensions. China's Ministry of Commerce announced it would begin two probes int... Full story

Yahoo Finance • 2 months ago

3 Profitable Stocks with Questionable Fundamentals

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow. Profits are valuable, but they’re not everythin... Full story

Yahoo Finance • 2 months ago

Unpacking Q4 Earnings: Broadcom (NASDAQ:AVGO) In The Context Of Other Processors and Graphics Chips Stocks

Let’s dig into the relative performance of Broadcom (NASDAQ:AVGO) and its peers as we unravel the now-completed Q4 processors and graphics chips earnings season. The biggest demand drivers for processors (CPUs) and graphics chips at the m... Full story

Yahoo Finance • 2 months ago

NexSat Space Systems Launches and Unveils ACE: The Invisible Antenna

Revolutionary Ku/Ka Fully Integrated Aero-Conformal Antenna System Sets a New Standard for Aircraft Connectivity and Paves the Way for Supersonic and Hypersonic Flight — Developed in Collaboration with Qorvo ATLANTA, March 23, 2026 (GLO... Full story

Yahoo Finance • 2 months ago

Jim Cramer Highlights Skyworks Solutions’ High Yield But Says “I Don’t Own Tech for Yield”

Skyworks Solutions, Inc. (NASDAQ:SWKS) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the oversold market. Answering a caller’s query about the stock, Cramer remarked: Alright, now the problem... Full story

Yahoo Finance • 2 months ago

Processors and Graphics Chips Stocks Q4 Teardown: Intel (NASDAQ:INTC) Vs The Rest

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at processors and graphics chips stocks, starting with Intel (NASDAQ:INTC). The bi... Full story