US finalizes up to $6.35 billion in chips awards for Samsung Electronics, Texas Instruments

The U.S. Commerce Department finalizes billions in rewards for Samsung and Texas Instruments to boost semiconductor production, aligning with revised investment plans amid market conditions.

25 US stocks for 2025: UBS's highest conviction calls

UBS Research lists its top 25 U.S. stock picks for 2025, highlighting firms in various sectors expected to see growth due to strategic moves and market trends.

US chip stocks gain on report China export controls better-than-feared

TSMC founder Morris Chang offered top job to Jensen Huang, memoir shows

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

5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Analysts provide insights on major AI stocks, highlighting cautious investor sentiment toward Microsoft, opportunities in Nvidia, renewed interest in Tesla, Dell's growth in AI servers, and a potential semiconductor recovery.

Weakness in chip stocks 'almost over' says Citi

Citi analysts anticipate the semiconductor market's downturn is ending, projecting a 9% sales increase in 2025 and recommending aggressive investments in key semiconductor stocks.

September chip sales above forecasts: Citi

September semiconductor sales reached $61.1 billion, driven by strong microcontroller sales, with year-over-year growth forecasted at 17% for 2024 amid fluctuating prices.

Earnings call: Texas Instruments reports mixed Q3 results, eyes recovery

Texas Instruments reported a mixed Q3 2024, with sequential revenue growth but year-over-year declines, highlighting sector challenges and a positive outlook on market recovery.

Futures slip on higher bond yields; Starbucks falls after suspending forecast

U.S. stock futures declined due to rising Treasury yields and concerns over Federal Reserve's monetary policy, focusing on corporate earnings from Coca-Cola and Starbucks.