Yahoo Finance • yesterday

Top AI Semiconductor Stocks According to Stifel Analysis

Investing.com -- Stifel analysts highlighted five top AI semiconductor stocks as data center fundamentals strengthened through the summer reporting season, even as stock performance lagged. AI stocks underwent a valuation reset in the Sept... Full story

Yahoo Finance • yesterday

Astera Labs, Semtech downgraded by Northland Capital on risk-reward

[Robotic arm assembling a motherboard on an automated production line in a high-tech factory] Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]) and Semtech (SMTC [https://seekingalpha.com/symbol/SMTC]) were downgraded by Northland... Full story

Yahoo Finance • 3 days ago

Is Abbott Laboratories (ABT) a Dividend Bargain After Its 2026 Selloff?

Abbott Laboratories (NYSE:ABT) is a business that is not showcasing any rapid growth trends. However, what makes it an attractive investment prospect is the company's consistent track record of incremental dividends, with 411 consecutive q... Full story

Yahoo Finance • 8 days ago

MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know

MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the morning session after weaker-than-expected U.S. employment data cooled Treasury yields, easing... Full story

Yahoo Finance • 10 days ago

Is AI-Driven Edge Security Integration With Nvidia’s Stack Altering The Investment Case For Palo Alto Networks (PANW)?

In recent days, Semtech Corporation announced it had completed an integration of its AirLink secure edge 5G/LTE routers and management tools with Palo Alto Networks' NGFWs and Zero Touch PKI, aiming to simplify secure connectivity across l... Full story

Yahoo Finance • 11 days ago

Nvidia, AMD Collaborator Teases Breakout To Record High. These Clues Bode Well.

Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine. Continue Reading... Full story

Yahoo Finance • 12 days ago

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know What Happened? A number of stocks fell in the afternoon session after OpenAI paused training of its frontier artificial intelligence... Full story

Yahoo Finance • 12 days ago

Palo Alto Networks (PANW) Brings Industrial Edge Connectivity To Its Firewall Ecosystem

Palo Alto Networks (NasdaqGS:PANW) and Semtech announced an integration of Semtech's AirLink edge networking portfolio with Palo Alto Networks' Next-Generation Firewalls. The integrated setup combines multi-link edge connectivity, automate... Full story

Yahoo Finance • 17 days ago

Marvell's AI Infrastructure Bet Gets a Fresh Wall Street Vote

This article first appeared on GuruFocus. Marvell Technology (MRVL, Financials) is receiving a renewed vote of confidence from Seaport Research Partners as demand for AI data-center infrastructure bolsters its custom silicon and interconn... Full story

Yahoo Finance • 18 days ago

Marvell and 2 More Stocks to Play the AI Data-Center Boom

Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company. Continue Reading... Full story

Yahoo Finance • 20 days ago

Semtech’s (SMTC) LoRa Plus Expansion Is Bigger Than Two New Chips

Semtech Corp. (NASDAQ:SMTC) introduced two additional transceivers, the LR2022 and LR2012, to its LoRa Plus lineup, which now grows its reach to a full array of IoT deployments. Both devices use the fourth-generation LoRa IP core, which is... Full story

Yahoo Finance • 24 days ago

Does Semtech (SMTC) Have the Potential to Rally 36.99% as Wall Street Analysts Expect?

Shares of Semtech (SMTC) have gained 11.6% over the past four weeks to close the last trading session at $150.91, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indicat... Full story

Yahoo Finance • 26 days ago

Seagate, Skyworks Solutions, Semtech, Nova, and FormFactor Shares Are Falling, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety... Full story

Yahoo Finance • 29 days ago

IPG Photonics, Intel, Marvell Technology, Semtech, and Penguin Solutions Shares Are Soaring, What You Need To Know

IPG Photonics, Intel, Marvell Technology, Semtech, and Penguin Solutions Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields... Full story

Yahoo Finance • last month

Semtech Delivers 10G PON Chipset for Triple-Generation 50G OLT Modules

GN7153C and GN28L46 combine XGS-PON OLT with on-chip RSSI—optimizing space, cost and power in SFP-DD modules CAMARILLO, Calif., September 09, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performanc... Full story

Yahoo Finance • last month

4 Top-Performing Liquid Stocks to Enhance Portfolio Returns

Investors seeking solid gains should add stocks with strong liquidity, which supports business growth. Liquidity measures a company's capability to meet short-term debt obligations. Stocks with high liquidity levels have always been in dem... Full story

Yahoo Finance • last month

5 Top-Ranked Growth Stocks to Strengthen Your Portfolio in September

U.S. stock markets ended on a positive note in August after mixed June and July. The astonishing bull run of Wall Street, which started in 2023, has continued this year albeit at a slow pace. At this stage, we have identified five growth... Full story

Yahoo Finance • last month

Semtech (SMTC) Stock Looks Strong On Returns But Overvalued On Earnings

Semtech stock has delivered a very large 3 year gain, yet broad valuation checks currently place it in the more expensive camp rather than as a clear bargain. Over the past 3 years, Semtech has returned very slightly more than 7x, which p... Full story

Yahoo Finance • last month

1 Growth Stock to Stash and 2 Facing Headwinds

1 Growth Stock to Stash and 2 Facing Headwinds Growth boosts valuation multiples, but it doesn't always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investo... Full story

Yahoo Finance • last month

Ten technology stocks with the biggest year-over-year CapEx growth

[stock market] hxdbzxy/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how technology companies are allocating capital and positioning their businesses for th... Full story