Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed the shares from top pick lists. These moves, even where ratings stay positive, point to more attention on capital intensity, earnings expectations and the degree of upside already reflected in the share price. That same research flags that AI related capital spending can require several times more capital to achieve similar value to earlier cloud investments, with the firm suggesting that investors might already be giving companies considerable benefit of the doubt on returns. Rothschild & Co Redburn stands out on the cautious side, cutting Microsoft to Neutral from Buy with a target reduced to US$500 from US$560, arguing that hyperscaler economics for GPU heavy cloud investments look weaker than previously assumed. Other research commentary, including views around Microsoft’s partnerships such as the expanded Anthropic agreement and long term AI infrastructure contracts referenced in sector notes, often highlights execution on AI, cloud and security as important supports for the current valuation framework. Baird starts coverage at Outperform with a US$600 target and describes Microsoft as leading in AI infrastructure and applications through its partnership with OpenAI, pointing to an end to end platform that can support both enterprise and consumer use cases. Wells Fargo keeps an Overweight rating with a target of US$665, adjusted from US$700, and continues to frame AI as a central theme for 2026, grouping Microsoft among key beneficiaries across infrastructure, established incumbents, and newer use cases. Goldman Sachs assumes coverage with a Buy rating and a US$655 targe...

Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed the shares from top pick lists. These moves, even where ratings stay positive, point to more attention on capital intensity, earnings expectations and the degree of upside already reflected in the share price. That same research flags that AI related capital spending can require several times more capital to achieve similar value to earlier cloud investments, with the firm suggesting that investors might already be giving companies considerable benefit of the doubt on returns. Rothschild & Co Redburn stands out on the cautious side, cutting Microsoft to Neutral from Buy with a target reduced to US$500 from US$560, arguing that hyperscaler economics for GPU heavy cloud investments look weaker than previously assumed. Other research commentary, including views around Microsoft’s partnerships such as the expanded Anthropic agreement and long term AI infrastructure contracts referenced in sector notes, often highlights execution on AI, cloud and security as important supports for the current valuation framework. Baird starts coverage at Outperform with a US$600 target and describes Microsoft as leading in AI infrastructure and applications through its partnership with OpenAI, pointing to an end to end platform that can support both enterprise and consumer use cases. Wells Fargo keeps an Overweight rating with a target of US$665, adjusted from US$700, and continues to frame AI as a central theme for 2026, grouping Microsoft among key beneficiaries across infrastructure, established incumbents, and newer use cases. Goldman Sachs assumes coverage with a Buy rating and a US$655 targe...

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 12 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Mark Lashier Executive Vice President, Midstream — Don Baldridge Executive Vice President, and Chief Financial Officer — Kevin Mitchell Executive Vice President, Refining — Rich Harbison Executive Vice President, Marketing and Commercial — Brian Mandell Vice President, Investor Relations — Sean Maher Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Reported Earnings -- $2.9 billion, or $7.17 per share, including a $239 million pretax impact from Los Angeles refinery accelerated depreciation. -- $2.9 billion, or $7.17 per share, including a $239 million pretax impact from Los Angeles refinery accelerated depreciation. Adjusted Earnings -- $1 billion, or $2.47 per share, flat sequentially versus the previous quarter. -- $1 billion, or $2.47 per share, flat sequentially versus the previous quarter. Operating Cash Flow -- $2.8 billion, with a $780 million working capital benefit from inventory reduction, partially offset by lower prices impacting receivables and payables. -- $2.8 billion, with a $780 million working capital benefit from inventory reduction, partially offset by lower prices impacting receivables and payables. Shareholder Returns -- $756 million in the quarter, of which $274 million was share repurchases. -- $756 million in the quarter, of which $274 million was share repurchases. Capital Spending -- $682 million in the quarter, funding both growth and sustaining projects. -- $682 million in the quarter, funding both growth and sustaining projects. Net Debt to Capital Ratio -- 38% at quarter-end. -- 38% at quarter-end. Segment Earnings Drivers -- Sequential gains in refining, renewable fuels, and midstream, nearly offset by declines in chemicals and marketing and specialties. -- Sequential gains in refining, renewable fuels, and midstream, nearly offset by declines in chemicals and marketing and specialti...

Earnings Call Insights: Voya Financial (VOYA) Q4 2025 Management View Heather Lavallee, President and CEO, highlighted that "In 2025, Voya delivered strong financial and commercial results that exceeded our targets and accelerated our growth strategy." She reported over $1 billion of pretax adjusted operating earnings for the full year and $775 million of excess cash, noting, "combined Retirement and Investment Management assets surpassed $1 trillion." Lavallee pointed to exceptional results in Retirement with defined contribution net flows surpassing $28 billion and a participant base "fast approaching 10 million accounts." The OneAmerica integration "significantly exceeded our financial targets while expanding the capabilities we offer clients and broadening our reach with advisers." In Investment Management, Lavallee stated, "We delivered a record $1 billion in annual net revenue and 4.8% organic growth, well above our long-term target." She also emphasized that in Employee Benefits, progress in margin improvement is expected to continue, particularly in Stop Loss, where increased rates and disciplined reserving position the business for 2026. Michael Katz, Executive VP & CFO, reported, "We generated over $1 billion of pretax adjusted operating earnings, $168 million higher than a year ago. And we increased earnings per share 22% to $8.85." Katz added, "We have been disciplined with our capital in 2025, including our acquisition of OneAmerica, which is generating earnings and returns well above our original targets." Outlook Lavallee outlined 2026 priorities: "growing excess cash generation, maintaining balance sheet strength and capital flexibility, driving continued commercial momentum in Retirement and Investment Management, and further improving margins in Employee Benefits." Katz said, "We will repurchase $150 million of shares in the first quarter and expect to do the same in the second quarter, subject to macro conditions." Management expects further exces...

Source: Bloomberg, 0:00

Earnings Call Insights: Cencora, Inc. (COR) Q1 2026 Management View CEO Robert Mauch announced the completion of the acquisition of the majority of the remaining equity interest in OneOncology, emphasizing, "we are raising our fiscal 2026 guidance to reflect year-over-year adjusted operating income growth of 11.5% to 13.5%." He highlighted the continued strength in the U.S. Healthcare Solutions business and detailed three core growth priorities: strengthening leadership in specialty, leading with market leaders, and enhancing patient access to pharmaceuticals. Mauch described the integration of OneOncology and Retina Consultants of America (RCA) as pivotal in creating an MSO platform to leverage clinical research and revenue cycle management capabilities. Mauch noted that RCA's research chair performed the world's first procedure of a new FDA-approved cell-based gene therapy for MacTel Type 2 and cited RCA physicians’ leadership in the retina biosimilar market as instrumental in early adoption trends. CFO James Cleary commented, “We completed the quarter with adjusted diluted EPS of $4.08, an increase of 9%, driven by performance in our U.S. Healthcare Solutions segment. Consolidated revenue was $85.9 billion, up 5.5% due to solid growth in both reportable segments and in Other.” Cleary said the RCA acquisition primarily drove an 18% increase in consolidated gross profit, and operating income rose 12% compared to the prior year quarter. Outlook Cencora raised its fiscal 2026 guidance for consolidated revenue growth to 7%-9%, compared to the previous 5%-7%. U.S. Healthcare Solutions segment revenue guidance increased to 7%-9%, with International Healthcare Solutions segment revenue guidance also raised to 7%-9% as-reported. The company now expects consolidated operating income growth of 11.5%-13.5%, up from 8%-10%. Cleary stated, "we are pleased to now be reaffirming our full guidance range of $17.45 to $17.75 to reflect our strong execution, the continued performanc...

ALIOUI Mohammed Elamine/iStock via Getty Images The Gold Rush Mentality Drives Idaho Strategic Resources, Inc. Here, we explain why we believe it's justified to maintain the Buy rating we envisioned in our previous article on Idaho Strategic Resources ( IDR ). IDR is a gold producer and owner of a relevant U.S. rare earth property, according to the company (see “ About Idaho Strategic Resources, Inc. ”), with its main office in Coeur d'Alene, Idaho. IDR: A Top Candidate on the Buy List for Gold Stock Investors Profitability—a key factor influencing sentiment on the US stock market—remains the primary driver of IDR's strong market capitalization. The rise in gold prices is contributing to enhancing IDR profitability, unlocking new opportunities to further cultivate the production potential of the Golden Chest Mine. The extent to which this potential is realized is critical amid consistently high gold prices, which are substantially set to affect future stock performance. We support the thesis that IDR remains a top contender among stocks with Buy ratings. This, along with several other important factors for long-term, sustainable growth, forms the basis of our updated analysis. Gold Rush Mentality Affects IDR's Share Price The following developments are clear indications that this gold rush mentality is influencing IDR's share price: IDR's share price on the NYSE has risen by 176.8% in the last 12 months. This places IDR very high in the US stock index, as the stock market, as measured by the S&P 500 Futures ( SPX ), has risen by 14.6% in the last 12 months at the time of writing this article. Our Previous Coverage In the previous article, we reaffirmed our Buy rating for IDR and highlighted two key upside catalysts for projected higher market value: Gold production and rare earth exploration. Gold production and prices were seen as a surefire winning combination, despite higher operating costs (IDR's all-in sustaining costs: $1,980/ounce compared to the global indus...

Palantir-style rule of 40 analysis puts String Metaverse far ahead of India inc. on growth-profitability ET Edge Insights

Key Points Sonos beat on sales and earnings last night, and reported tremendous free cash flow in Q1. One point of concern: Sonos dramatically slashed its R&D budget. 10 stocks we like better than Sonos › Sonos (NASDAQ: SONO) stock jumped 4.9% through 12:15 p.m. ET Wednesday after beating on top and bottom lines in its fiscal Q1 2026 earnings announcement last night. Heading into the report, analysts forecast Sonos to earn $0.68 per share (adjusted for one-time items) on sales of $536.9 million. Instead, Sonos reported an adjusted profit of $0.93 per share on sales of $546 million. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Sonos Q1 earnings The news wasn't all good. Revenue may have "beat estimates," but it was still down 1% from last year's Q1. The better news is that Sonos cut costs dramatically, on everything from cost of goods sold and selling, general, and administrative expenses (which is good) to research and development spending -- down 26% year over year, which is actually probably bad for Sonos, long term, if it makes the company's audio products less attractive than rivals who are growing R&D spending. Still, the result of all this cost-cutting is that Sonos's per-share profit as calculated according to generally accepted accounting principles (GAAP) nearly doubled year over year, to $0.75 per share. Free cash flow also improved, albeit less dramatically, up about 3% to $150.8 million. Is Sonos stock a buy? That's free cash flow number is important for investors. Q1 results notwithstanding, you see, Sonos still reported negative earnings for 2025 as a whole -- and has in fact lost money in each of the last four years. The company's free cash flow, however, is a healthy $122.5 million, and valued on that metric, Sonos stock costs only 15 times FCF at present, and it's even cheaper after backing out net cash. So long as the cash ke...

EvgeniyShkolenko/iStock via Getty Images Introduction Flex Ltd. ( FLEX ) just reported its Q3 results , which showed an underwhelming top-line growth but improved profitability, and even a raise in guidance . Even with a double beat and a raise, the company’s shares dropped around 14% so far, which means investors were expecting a lot more from the guidance and overall performance. The company continues to bank on data center growth to remain, and that is too much concentration for my portfolio; I’ll pass. Last time I covered the company, I gave it a Hold rating, when I said I expected the share price performance to continue; however, with the results today, the performance was just not enough for investors. By The Numbers Sales for Q3 came in at around $7.06B, up 7.6% y/y, and beat estimates by $220m. The performance can be attributed to the robust total data center demand, which is its primary revenue generator. In terms of the segment breakdown, Reliability grew 10% to $3.2B, while Agility grew 6% to $3.8B. Additionally, the company saw some decent momentum in Industrial and Health solutions, but we all know the growth story for the company centers around the rapid deployment of AI data center infrastructure. Looking at the company’s profitability, on a GAAP basis, we can see that Gross margins and operating margins improved by 50bps and 40bps, respectively, while net margins went down due to the higher effective tax rate this time around, which is fine. The company’s adjusted operating margins improved to 6.5%, up 40bps. The company’s vertical integration and the grid-to-chip architecture make the whole system rack, which comes with much more appealing margins. Q3 no-GAAP EPS came in at around 87 cents, beating estimates by 8 cents. FLEX Investor Slides For this reason, the company’s adjusted operating income increased 15% y/y, with Reliability solutions showing a growth of 18% y/y and a 50bps change in adjusted operating margins to 7.2%. FLEX Investor Slides Go...

格隆汇2月5日｜据英国《金融时报》：在与竞争对手嘉能可的任何合并中，力拓集团都在推动其董事长和首席执行官保留其职位。嘉能可则在与力拓的交易谈判中坚持要求大幅溢价。

peshkov The tech-heavy Nasdaq Composite ( COMP:IND ) slid 2.2% on Wednesday, deepening recent losses as investors pulled back from growth stocks and embraced a broader risk-off tone. Selling pressure was most pronounced in information technology ( XLK ), the weakest S&P 500 ( SP500 ) sector on the day, down about 3% as momentum unwound across mega-cap names. Adding to the caution, the Invesco QQQ Trust ( QQQ ), which tracks the Nasdaq-100 ( NDX ), fell below its 100-day moving average for the first time since November 21, a technical break that underscores fading risk appetite and heightened volatility across equity markets. Below are the 10 names fueling the Nasdaq selloff: Advanced Micro Devices ( AMD ) -16.6%. Applovin ( APP ) -15.4% Palantir Technologies ( PLTR ) -13.4% Micron Technology ( MU ) -11.7% Western Digital ( WDC ) -10.8% Lam Research ( LRCX ) -9.6% Seagate Technology ( STX ) -8.5% Strategy ( MSTR ) -8.4% Applied Materials ( AMAT ) -8.3% Constellation Energy ( CEG ) -7.7% Nasdaq Focused ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Alphabet earnings are in focus as prediction markets price heavy AI emphasis SpaceX–xAI deal reignites IPO countdown as prediction markets take bets on the date Deutsche Bank stands firm on $6,000 gold target as it says the bullish case remains intact ETF inflows shatter records as $165B floods in during the month of January U.S. corporate profits stay on solid footing, as Goldman projects double-digit growth in 2026

The company's fiscal first-quarter results were solid, while bookings were well above expectations. Shares of industrial power systems company Powell Industries (POWL +12.30%) rallied 12.7% on Wednesday as of 12:17 p.m. EDT. Powell held its earnings release last night, and while its top-line revenue figures appeared lackluster, the company did an excellent job of increasing its margins and profits. Furthermore, Powell delivered super-strong orders, giving investors visibility into future growth. Expand NASDAQ : POWL Powell Industries Today's Change ( 12.30 %) $ 55.76 Current Price $ 509.00 Key Data Points Market Cap $5.5B Day's Range $ 458.00 - $ 569.80 52wk Range $ 146.02 - $ 569.80 Volume 501K Avg Vol 242K Gross Margin 29.36 % Dividend Yield 0.24 % Powell is transitioning from oil and gas to the electricity boom In the first quarter, Powell grew revenue by just 4% to $251 million, missing expectations. However, earnings per share surged 19% to $3.40, which was well ahead of expectations. The earnings outperformance came from an increase in Powell's gross margin to 28.4%, up from 24.7% in the year-ago quarter. What's really impressive about that figure was that management pointed only to a "stable" pricing environment, attributing the increase to strong execution. This can happen if Powell receives a fixed fee for manufacturing, installation, and service of its power control switchgear equipment, but can deliver it more efficiently. Meanwhile, most segments actually grew strongly, but a 31% decline in the petrochemical segment put a cap on the top-line figures. In addition to margin improvement and execution, what really drove the stock higher was a significant bump in the company's order book of $439 million in the quarter -- a 63% acceleration from the prior-year quarter and the highest figure in over two years. Management attributed the growth to landing its first "megaproject" in the AI data center market, along with a "very large" LNG project on the Gulf Coast...

格隆汇2月5日｜特斯拉(TSLA.O)股价跌至逾两个月低点，最新下跌4.3%。

Klaus Vedfelt/DigitalVision via Getty Images Market Review During the fourth quarter of 2025, global equity markets continued to advance. Market leadership, while still helped by Technology, broadened more significantly toward value and cyclical sectors, such as Energy and Financials as well as small-caps. While results were disappointingly inconsistent over the past year, Jennison remains very enthusiastic about the major positions in the Fund as both fundamentals and the intermediate term outlook look robust. The team continues to adhere to the disciplined investment approach focusing on high quality businesses with sustainable competitive advantages, unique business models, and strong revenue growth profiles. In today's market, Jennison is most excited about the secular growth opportunities in Generative Artificial Intelligence (AI), global consumer brands with unique pricing power and distribution models, emerging markets consumer and financial technology platforms, and exciting product cycles within Health Care. Sector Performance The MSCI All-Country World Index (ACWI) returned 3.3% in the quarter. Quarter performance was driven by the leading sectors Health Care, Materials, and Financials. Source: Morningstar as of 12/31/2025. Used with permissions. Global represented by the MSCI ACWI Index, U.S. represented by the S&P 500 Index, Developed ex-US represented by the MSCI ACWI ex-US Index, Emerging Markets represented by the MSCI Emerging Markets Index. Source: Morningstar as of 12/31/2025. Used with permissions. Fund Performance The PGIM Jennison Global Opportunities Fund returned -4.1%, underperforming the MSCI ACWI Index for the quarter. Source: PGIM Inc., as of 12/31/2025. Past performance is not a guarantee of future results. Benchmark is the MSCI ACWI Index. Barron's: PGIM Investments ranked 4 out of 48, 8 out of 47, 12 out of 46 firms for the 1-, 5-, and 10-year periods ended 12/31/2024, respectively. See back page for methodology which takes into account...

The plunge in technology stocks spread, with major players in the memory chip sector experiencing a 'collective sell-off'! Both SanDisk and Micron fell more than 12%. 富途牛牛

8x8 stock jumped more than 50% on Wednesday morning. Here's why investors are suddenly paying attention. 8x8 (EGHT +51.20%) is having a fantastic day. Following a great earnings report, the cloud-based communication specialist's stock peaked with a 54.8% gain near 11 a.m. ET. It's a welcome jump, too. 8x8's shares are now trading at prices not seen since March 2025. Expand NASDAQ : EGHT 8x8 Today's Change ( 51.20 %) $ 0.85 Current Price $ 2.51 Key Data Points Market Cap $230M Day's Range $ 1.91 - $ 2.57 52wk Range $ 1.52 - $ 3.52 Volume 625K Avg Vol 803K Gross Margin 66.70 % 8x8's earnings blew past expectations In the third quarter of fiscal year 2026, 8x8's revenue rose 3.4% year over year to $185 million. Adjusted earnings increased from $0.11 to $0.12 per diluted share. Your average analyst firm would have settled for earnings near $0.09 per share on sales in the neighborhood of $180 million. Management also issued fourth-quarter guidance that is significantly above the current Street view. The business momentum looks real 8x8 reported strong demand for its full suite of business communications services, and all customers from the 2021 Fuze acquisition have been moved to the core 8x8 platform. Fixed subscription fees have been replaced by usage-based fees -- the more you use 8x8's products, the more you pay -- and clients are embracing the company's voice-driven artificial intelligence (AI) tools. This business is firing on all cylinders right now, making last year's sell-off look overdone. And it's not too late to take advantage of the recent market discounts, even after Wednesday's lofty jump. The stock trades at just 6.8 times forward earnings estimates and 8.2 times reported free cash flow. I'm not saying you should load up on this rarely discussed digital communications stock, but 8x8 deserves a second look from both growth investors and value hounds.

嘉能可与力拓的合并磋商将持续至周四之后，那将超过截止日期。 双方在估值方面仍然存在显著的意见分歧。 力拓要求，无论实现何种形式的合并，力拓方面都要保留主席和CEO职位。（英国金融时报）

Check out some of the stocks making the biggest moves in midday trading. Bitcoin-related plays — Stocks related to the flagship cryptocurrency tanked as bitcoin extended its recent decline. Bitcoin dropped more than 3% in midday trading, while bitcoin treasury company Strategy slid more than 8%. Shares of crypto miners MARA Holdings fell about 12%, and Riot Platforms lost roughly 9%. MGM Resorts — The casino operator jumped almost 10% after announcing that BetMGM, a sports-betting operator that's jointly owned by MGM and Entain, reached profitability. BetMGM also said it posted net revenue of $2.8 billion in 2025, up 33% from 2024. Palantir — Shares of the AI-powered software provider fell 13% as investors took profits after a nearly 7% advance Tuesday following a fourth-quarter earnings and revenue beat . While Palantir was a bright spot as software stocks took the broader market down Tuesday , its Wednesday decline now means its more than 30% off its 52-week high. Software plays — Several big software stocks tumbled as investors continued to worry about how artificial intelligence may upend the sector. ServiceNow lost 2%, while Oracle fell nearly 6%. The iShares Expanded Tech-Software Sector ETF (IGV) dropped more than 3%, heading for a seventh consecutive losing session. Amgen — The biotechnology company popped 8% and hit a 52-week high following fourth-quarter financial results. Amgen's adjusted earnings came in at $5.29 per share on revenue of $9.87 billion. Analysts polled by LSEG expected $4.73 per share in earnings and $9.47 billion in revenue. Old Dominion Freight Line — The trucking company rose 8% after posting better-than-expected fourth-quarter earnings. It earned $1.09 per share, excluding one-time items, on revenue of $1.31 billion, above the earnings of $1.06 per share on $1.30 billion analysts polled by FactSet anticipated. Super Micro Computer — Shares jumped 10% as strong demand for AI-optimized servers helped fiscal second-quarter results top exp...

China Just Banned a Feature Central to Tesla’s Car Designs inc.com

SAS in talks with Boeing and Airbus on widebody order, Bloomberg News reports Reuters

Tinder is turning to a new AI-powered feature, Chemistry, to help it reduce so-called “swipe fatigue,” a growing problem among online dating users who are feeling burned out and are in search of better outcomes. Introduced last quarter, the Match-owned dating app said that Chemistry leverages AI to get to know users through questions and, with permission, accesses their Camera Roll on their phone to learn more about their interests and personality. On Match’s Q4 2026 earnings call, one analyst from Morgan Stanley asked for an update on the product’s success so far. Match CEO Spencer Rascoff noted that Chemistry was still only being tested in Australia for the time being, but said that the feature offered users an “AI way to interact with Tinder.” He explained that users could choose to answer questions to then “get just a single drop or two, rather than swiping through many, many profiles.” In addition to Chemistry’s Q&A and Camera Roll features, the company plans to use the AI feature in other ways going forward, the CEO also hinted. Most importantly, Rascoff said the feature is designed to combat swipe fatigue — a complaint from users who say they have to swipe through too many profiles to find a potential match. The company’s turn toward AI comes as Tinder and other dating apps have been experiencing paying subscriber declines, user burnout, and declines in new sign-ups. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately Save up to $300 on your pass or save up to 30% with group tickets for teams of four or more. TechCrunch Founder Summit: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Fou...

sankai/E+ via Getty Images As the semiconductor market gets off to a strong start in 2026, b elow is a list of the top 10 semiconductor and chip equipment stocks based on Seeking Alpha analyst rating . All companies on this list are United States-based and operate within the semiconductor sector. Micron Technology ( MU ) and AXT ( AXTI ) lead the list with near-perfect SA analysts ratings of 4.99 each. Advanced Micro Devices ( AMD ) and Texas Instruments ( TXN ) follow closely behind as other high-ranking leaders in the semiconductor space. The middle and lower portions of the top ten include MaxLinear ( MXL ), Onto Innovation ( ONTO ), Navitas Semiconductor ( NVTS ), Amkor Technology ( AMKR ), Silicon Laboratories ( SLAB ), and Synaptics ( SYNA ). All companies in this selection maintain bullish ratings above 3.5. The SA analysts rating system judges stocks based on key quantitative measures, such as valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered a bullish rating. A score of 2.5 or below represents a bearish profile. Here is the list: Micron Technology ( MU ), SA analysts rating: 4.99 AXT ( AXTI ), SA analysts rating: 4.99 Advanced Micro Devices ( AMD ), SA analysts rating: 4.82 Texas Instruments ( TXN ), SA analysts rating: 4.68 MaxLinear ( MXL ), SA analysts rating: 4.57 Onto Innovation ( ONTO ), SA analysts rating: 4.51 Navitas Semiconductor ( NVTS ), SA analysts rating: 4.33 Amkor Technology ( AMKR ), SA analysts rating: 4.18 Silicon Laboratories ( SLAB ), SA analysts rating: 4.11 Synaptics ( SYNA ), SA analysts rating: 3.77 Semiconductor ETFs: ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ) More on chip stocks AI: The Tab Is Coming Due Micron: Tailwinds Priced In Micron's CEO Has Just Dropped Game-Changing News AMD plunge leads most chip stocks lower while Silicon Labs rockets on acquisition news Which are the bottom Quant-rated chip stock...

That’s the blunt eight-word line Palantir (PLTR) CEO Alex Karpis telling investors to use when thinking about how to value Palantir. Karp’s rationale came fast. For perspective, Palantir delivered a superb 70% aggregate revenue growth in Q4, spearheaded by 93% growth in the U.S. alone, along ...

格隆汇2月5日｜英伟达(NVDA.O)股价跌至一个多月来的低点，最新下跌3.8%。