Citi's chief US equity strategist is cautious on chemicals and health care, but says more merger and acquisition deals in energy and telecommunications will make them the sectors to watch.
If you’re an investor who's drawn to sectors that are unloved, chances are you’ve got semi’s on your radar.
Semiconductor stocks were down 12% in 2011, so is this the year to turn bullish on the sector? Daniel Niles, Alpha One Capital Partners, discusses where he sees opportunities.
The Wall Street analysts who follow individual companies are much more bullish about stocks than the guys who actually try to predict where the market is headed.
Inventories will be depleted in the first quarter, but hang on and the sector should pop up to 4 percent this year, C.J. Muse, managing director at Barclays Capital told CNBC on Tuesday.
NXP Semiconductor has been in a world of hurt, but now the bulls are coming back.
Mad Money's Jim Cramer gets a tech check on semiconductors and the health of the broader industry, with Rick Hamada, Avnet's CEO.
Intel shares plummeted on the company’s lowered profit outlook Monday, leading the “Fast Money” experts to look at other stocks for a better play.
MagnaChip is a super cheap chip stock, selling at just 5 times forward earnings, says Mad Money's Cramer. The company could stand to profit from the new Samsung Galaxy, and is a terrific speculative way to play an orphan stock with a ton of potential, but only at the right price, and "right" price means $7.75/share or less.
To find out, Cramer chats with Cypress Semiconductor CEO TJ Rodgers.
Intel beat expectations with its latest quarterly report and its forecast for the current quarter, defying concerns that the growing popularity of tablets and a shaky economy are eating into demand for personal computers.
Chip firms are seen as a bellwether of the global economy, and shares of the major semiconductor manufacturers such as TSMC, UMC and ASE have fallen around 40 percent from their peaks earlier this year. The companies have been cutting their earnings forecasts as sales have slowed. But one analyst says the markets have already discounted the bleak growth and investors should now buy these stocks.
UBS raised its sector view on semiconductors in a report on Monday from 'neutral' to 'positive' and upgraded a handful of stocks within the sector to 'buy' from 'neutral'.
Semiconductor companies have continued to fight back as the market tries to rebound, and yesterday chip maker Micron Technology saw upside option activity.
Shares of Nvidia, a maker of graphics and tablet chips, jumped Wednesday after it said sales were growing faster than expected.
A look at the chip company that powers new tablets and its prospects for growth, with Steve Laub, Atmel CEO.
Intel the tech giant. How about Intel the commodity play? According to one strategist, the chip giant has the ability to move beyond its world of semiconductors to become a leading commodity company focused on solar panels and smart grid solutions.
Intel said Wednesday that it has redesigned the electronic switches on its chips so that computers can keep getting cheaper and more powerful.
Intel tells CNBC it will be making its "most significant technology announcement of the year" on Wednesday in San Francisco.