Wall Street Shakes Up Semiconductor Stocks: Key Upgrades and Downgrades Explained
Goldman Sachs and Jefferies updated ratings on major semiconductor stocks, citing AI spending, cyclical recovery, and execution risks. Here is what changed and why.
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SoftBank Eyes Marvell in Potential $100B Chip Industry Mega-Deal
SoftBank explored acquiring US chipmaker Marvell Technology to combine with Arm Holdings, eyeing AI chip market dominance in what could be the semiconductor industry's largest-ever deal.
Arm Forecasts Strong Growth on AI Boom and High-Value Chip Designs
Arm Holdings beat Wall Street forecasts with strong AI-driven chip demand, forecasting $1.23B in revenue for Q3. The company’s advanced Compute Subsystems and data center expansion fuel its bullish outlook.
Astera Labs Joins Arm Total Design to Accelerate Custom AI Chip Development
Astera Labs partners with Arm Total Design to deliver chiplet connectivity for AI infrastructure using PCIe, CXL, and UALink amid recent stock volatility.