Yahoo Finance • 3 days 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 • 10 days 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 • 10 days 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 • 11 days 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 • 16 days 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 • 18 days 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Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.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 • 20 days 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 • 21 days 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 • 22 days 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 • 27 days 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

Yahoo Finance • 27 days ago

Kintayl Capital Loads Up Qorvo Stock With 124,000 Shares Buy

On February 17, 2026, Kintayl Capital LP disclosed a new position in Qorvo(NASDAQ:QRVO). What happened According to a February 17, 2026, SEC filing, Kintayl Capital LP established a new position in Qorvo by purchasing 124,268 shares. The... Full story

Yahoo Finance • 29 days ago

Skyworks vs. Qorvo: Two RF Chip Giants Fighting for the Same 5G Dollar

Quick Read Skyworks Solutions (SWKS) posted $1.035B in Q1 FY26 revenue beating estimates for a fourth consecutive quarter with 41% non-GAAP gross margin, while Qorvo (QRVO) reported $1.058B revenue with industry-leading 49.7% non-GAAP gro... Full story

Yahoo Finance • last month

Qorvo, Inc. (QRVO): A Bull Case Theory

We came across a bullish thesis on Qorvo, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on QRVO. Qorvo, Inc.'s share was trading at $84.29 as of February 17th. QRVO’s trailing and forward P/E... Full story

Yahoo Finance • last month

Starboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform

Key Points Starboard Value LP acquired 9,959,031 shares in Clearwater Analytics, with an estimated transaction value of $240.21 million based on quarterly average prices Quarter-end stake value increased by $240.21 million, reflecting the... Full story

Yahoo Finance • 2 months ago

Nvidia (NVDA) Q4 Earnings Report Preview: What To Look For

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results tomorrow after market hours. Here’s what investors should know. Nvidia beat analysts’ revenue expectations last quarter, reporting revenues of $57... Full story

Yahoo Finance • 2 months ago

Skyworks Solutions Stockholders Approve Share Issuance Proposal at Virtual Special Meeting

Skyworks Solutions logo Key Points Stock issuance proposal approved: Skyworks stockholders voted to approve the issuance of common stock pursuant to the October 27, 2025 merger agreement among Skyworks, Qorvo, Inc., Comet Acquisition Cor... Full story

Yahoo Finance • 2 months ago

Qorvo (QRVO) Posts Bullish Q3 FY 2026 Results, Tempered Guidance for Q4

Qorvo Inc. (NASDAQ:QRVO) is one of the most undervalued stocks to buy and hold for 5 years. On January 27, Qorvo Inc. (NASDAQ:QRVO) reported healthy Q3 FY 2026 results, with revenue of $993.0 million, up 8.4% year over year but down 6.2% s... Full story

Yahoo Finance • 4 months ago

Why One Fund Bought $8 Million of Viasat Stock and Made It a Top 3 Holding

Key Points New York City-based 13D Management acquired 267,000 shares of Viasat in the third quarter. The shares were worth an estimated $7.82 million based on quarterly average pricing. Viasat is now the fund's third-largest holding, ac... Full story

Yahoo Finance • 4 months ago

Analyst Optimism Suggests the Worst is Over For Skyworks Solutions’ (SWKS)

Skyworks Solutions, Inc. (NASDAQ:SWKS) is one of the 10 Most Undervalued Semiconductor Stocks to Invest in. On December 11, Thomas O’Kalley of Barclays maintained his Hold rating on Skyworks Solutions, Inc. (NASDAQ:SWKS) stock, along with... Full story

Yahoo Finance • 4 months ago

SWKS rises after six straight sessions of decline

Skyworks Solutions (NASDAQ:SWKS [https://seekingalpha.com/symbol/SWKS]) snapped six straight sessions of losses, as the company’s shares closed 0.31% higher at $64.69 on Friday. In the preceding six sessions, the company lost over 6.28%,... Full story