JMP Securities Senior Analyst Alex Gauna discusses the move to upgrade Intel and why the stock is worth owning now.» Read More
The chip maker reported earnings that beat analysts' expectations but its projections for third-quarter earnings and revenue fell short of forecasts.
Computers are changing, and Intel will continue to be powering them, CEO Paul Otellini told CNBC Tuesday.
An international trade on the smartphone space ahead of Apple's earnings, with Tim Seymour, Triogem Asset Management.
The chip maker reported a net loss as it tries to win market share in a market dominated by Intel but its earnings and revenue beat expectations. Shares rose.
The second quarter will be a very good quarter for us, says Michael Splinter, Applied Materials chairman/president/CEO, who adds the mobility market is driving growth for the company.
This is a case-by-case market, not one that’s driven by averages, the “Mad Money” host says.
Renesas Electronics and two other big Japanese chip makers have begun talks to combine their system chip operations and outsource production in a government-backed deal, sources said, as pressure mounts for drastic reforms to confront stiff global competition.
Is the semiconductor sector poised for a turnaround after being negative in the second half of 2011? Dan Niles, AlphaOne Capital Partners, discusses.
The Fast Money crew, with the play on Broadcom's earnings, after the market's close.
The play on MasterCard and Visa pushing stores to allow high tech credit and debit cards, with Karen Finerman, Metropolitan Capital Advisors.
TJ Rodgers, Cypress Semiconductor CEO discusses his company's earnings and next quarter's lower expectations, with Mad Money's Jim Cramer.
Rick Hamada, Avnet CEO, discusses his company's earnings, and the forecast for the tech sector in 2012, with Mad Money's Jim Cramer.
Mad Money host Jim Cramer tells investors which five themes to look for in 2012, including; luxury spending; a bottom in the semiconductors; a resurrection of the cloud; Europe as a positive, and the mainstreaming of natural gas as a surface fuel.
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.
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.
Insight on why semiconductor stocks are in for a volatile year , with C.J. Muse, Barclays Capital analyst, who says all in all it will still be a good year for the sector.
Insight on whether the semiconductor group will turn around in 2012, with Craig Berger, FBR Capital Markets senior semiconductor analyst.
Is Micron a "survivor" in a tough sector? Dan Berenbaum, MKM Partners semiconductor analyst, reiterates his "buy" rating and price target of $8, with the Fast Money traders.
Mad Money's Jim Cramer gets a tech check on semiconductors and the health of the broader industry, with Rick Hamada, Avnet's CEO.
Paul Jacobs, Qualcomm chairman & CEO, discusses the company's push into the next generation of mobile technology, and the chips that will be used to make the devices more portable and speedy.