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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Texas Instruments Stock Falls on Weak Q4 Forecast Amid Trade Uncertainty
Texas Instruments shares drop 8% after forecasting Q4 revenue below expectations. Trade tensions with China and tariff concerns threaten chip demand recovery.
China Fights Back: New Probes Target US Computer Chips
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.
Texas Instruments' Post-Tariff Sales Slump Confirmed
Texas Instruments' sales slowed post-April, partly due to tariff pull-ins, sparking investor fears of a "mirage" turnaround. The CFO hinted at softer sales next year, potentially leading to production cuts, while analysts noted a cautious tone from the CEO. The market anticipates guidance cuts.