5 big analyst AI moves: Nvidia still top pick into 2025; MU, ORCL downgraded

Analysts make notable moves on AI stocks, with Nvidia and Tesla praised while Micron and Oracle face downgrades. BofA identifies key chip stocks for 2025 amid evolving trends.

Onsemi shares surge on strengthened ties with Denso, S&P 500 gains

Onsemi shares rose 6.2% after partnership announcement with Denso, focusing on technology for autonomous driving, although stock is down 20% year-to-date.

'In AI we trust': Bank of America highlights 6 key chip stocks to own for 2025

Bank of America forecasts a 15% increase in semiconductor sales for 2025, recommending six stocks, including NVIDIA and Broadcom, while suggesting market shifts and rating changes.

Which chip stocks to own in 2025? Deutsche Bank answers

Deutsche Bank expects a 16% growth in ex-memory semiconductors by 2025, driven by AI and broader recovery, recommending select stocks amidst ongoing challenges.

U.S. stocks mixed at close of trade; Dow Jones Industrial Average down 0.17%

U.S. stocks were mixed with notable gains in tech and telecom sectors, while declines were seen in consumer goods and financials. Key stocks reached all-time highs.

Wells Fargo initiates coverage of chip stocks; ON Semiconductor, Arm at Overweight

Earnings call: onsemi reports a slight revenue increase to $1.76 billion

onsemi beats Q3 earnings, revenue estimates

onsemi's Q3 earnings exceeded expectations, but Q4 guidance fell short, causing mixed investor reactions. Notable revenue declines were reported in key business segments.