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Texas Instruments (TXN) stock closed at $174.49, marking a 1.73% decline in a single trading day.
JPMorgan upgraded Dollar General to Overweight with a $166 price target, while Roth Capital downgraded Costco to Sell, cutting its target to $769.
NVIDIA invests $2 billion in Synopsys to integrate AI and GPU acceleration into chip design tools, a strategic move to deepen its ecosystem control. The partnership aims to revolutionize electronic design automation (EDA), reinforcing both firms' market leadership.
Analog Devices (ADI) is trading at a yearly high with a price-to-earnings (P/E) ratio significantly above the semiconductor industry average. This premium valuation emerges as analysts express caution on peers, signaling potential headwinds and increased investor scrutiny for the analog chip sector.
Goldman Sachs has downgraded both Texas Instruments (TXN) and Arm Holdings (ARM) to 'Sell', citing distinct fundamental challenges for each company amidst a broader re-evaluation of the semiconductor sector. The move signals increasing investor scrutiny beyond the top-tier AI players.
Texas Instruments (TXN) shares have declined 9.1% over the past six months, driven by deteriorating financial metrics. The company is facing significant headwinds as annual revenue, operating margin, and free cash flow margin all show negative long-term trends, fueling investor concern.