Communications chips maker Qorvo (NASDAQ: QRVO) announced better-than-expected revenue in Q1 CY2026, but sales fell by 7% year on year to $808.3 million. Its...
Communications chips maker Qorvo (NASDAQ: QRVO) will be reporting results this Tuesday after market close. Here’s what to expect. Qorvo met analysts’ revenue...
What Happened? A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical te...
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand ...
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Allegro MicroSystems (NASDAQ:...
SAN JOSE, CA – In a week that has redefined market expectations for the high-tech sector, Broadcom Inc. (NASDAQ: AVGO) has delivered a fiscal first-quarter 2026 performance that many analysts are calling a "watershed moment" for the semiconductor industry. Driven by an insatiable global demand for Artificial Intelligence (AI) infrastructure and
Looking back on processors and graphics chips stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Lattice Semiconductor (NASD...
What Happened? A number of stocks fell in the afternoon session after China initiated a trade barrier investigation against the United States, escalating tra...
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Let’s dig into the relative performance of Broadcom (NASDAQ:AVGO) and its peers as we unravel the now-completed Q4 processors and graphics chips earnings sea...
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking a...
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the processors and graphics chips industry...
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including Qorvo (NASD...
Starboard Value initiated a sizable position in Fluor, an engineering and construction firm tied to large industrial and energy projects. As investment in infrastructure, manufacturing, and energy facilities drives new project pipelines, investors are watching whether Fluor can convert that activity into steadier earnings.
Starboard Value LP has established a significant position in Clearwater Analytics, a provider of cloud-based investment accounting software for insurers and asset managers. The company is embedded within the back-office infrastructure of institutional portfolios, where systems are challenging to replace and regulatory reporting is ever-present.
Over the past six months, Qorvo’s shares (currently trading at $82.50) have posted a disappointing 10.2% loss, well below the S&P 500’s 7.2% gain. This may have investors wondering how to approach the situation.
Following a transformative year of hardware breakthroughs and artificial intelligence integration, Apple Inc. (NASDAQ: AAPL) has silenced skeptics with a historic performance in its fiscal fourth quarter of 2025 and an even more dominant start to 2026. The results, underpinned by the launch of the iPhone 17 series, signal the
