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#semiconductors
Stock analysis posts tagged "semiconductors" from Openbook.
Arm Holdings (ARM): What the Fundamentals Show in Chip Licensing
This Arm Holdings stock analysis breaks down how ARM earns royalties and license fees, what the FY2026 and Q1 FY2027 numbers show, and the risks worth watching.
Three days up, one day down: Wall Street's AI spending week
The Nasdaq clawed back 563 points in three sessions, then lost 694 on Thursday as Meta and Tesla reported. Friday is still trading as we publish.
What Drives Intel (INTC) Shares: Fabs, x86 and Foundry Customers
Intel stock analysis for 2026: INTC grew revenue 25% in Q2 while posting an $11bn loss. Inside the products business, Foundry losses and balance sheet.
US Market Breakdown: AI Debt Fears Rout the Chips, Week of 12 October 2026
Hot US inflation data and mounting worries about how the AI build-out is financed gave the Nasdaq its worst week since June, dragging chip stocks down 11.41%, while the Dow rose on a rotation into staples and energy.
Dell Fundamental Analysis: DELL Revenue, Margins, Debt and Valuation
Barclays cut Dell to Equal Weight, arguing memory costs rather than enterprise AI drive its revenue. The shares lost about a fifth in three sessions.
Bank beats, hot inflation and CoreWeave: Wall Street's split week
Through Thursday the Dow gained about 1% while the Nasdaq lost 2.4%. Bank earnings landed as we flagged, then CoreWeave's bonds took over the week.
SanDisk Fundamental Analysis: SNDK Revenue, Margins, Debt and Valuation
China's CXMT flagged 4F2 server DRAM for year-end and SanDisk fell 5.97% to $1,487.33. An 84.6% gross margin, zero debt, a 7x forward multiple.
Is Skyworks a Good Long-Term Investment? SWKS Growth, Profitability and Risks
The USD 22bn Skyworks-Qorvo merger completes today. Apple falls from 67% of sales to roughly 35%, and USD 500m of cost synergies carry the whole case.
Is Synopsys a Good Long-Term Investment? SNPS Growth, Profitability and Risks
Synopsys guided FY2027 revenue to a USD 11.15bn midpoint and signed AWS and OpenAI deals, lifting the shares 13%. Our read on the five factors.
Micron Stock Fundamentals 2026: MU Earnings, Cash Flow and Valuation
Micron closed fiscal 2026 with USD 133.2bn of revenue and an 87% Q4 non-GAAP gross margin, then guided USD 25bn of capex for the first half.
Raspberry Pi Stock Analysis: What the Latest RPI Results Mean for Investors
Revenue up 90% to USD 256.9m, units up just 17%: Raspberry Pi's record half was largely a memory price pass-through management says is already moderating.
US Market Breakdown: Fed Hikes, Chips Rebound, Week of 14 September 2026
The Federal Reserve raised rates for the first time since 2023, lifting its target range to 3.75%-4% and sending the 10-year Treasury yield to a 19-year high. Chipmakers then drove the Nasdaq to a record close on Monday.
AMD Stock Analysis 2026: AMD Share Price, Earnings and Outlook
AMD crossed USD 1 trillion in market value for the first time, hitting a record above USD 613 - on a session with no company announcement at all.
Marvell Beat, Raised and Fell 10%. Read the Gross Margin Line
Record revenue, a raised full-year outlook, and a 10.28% fall in one session. The answer is in Marvell's gross margin guide, not the headline numbers.
Lam Research (LRCX) Fundamentals: Etch, Deposition and Service
A Lam Research stock analysis of the etch and deposition maker: fiscal 2026 results, its installed-base service business, and the risks to watch.
US Market Breakdown: Chips Rally as Fed Fears Fade, Week of 3 August 2026
A shock US jobs report cooled Federal Reserve rate-hike fears and drove the S&P 500 to a record close, capping its best week since April. Nvidia and Palantir led a chip and AI rally, while oil's rebound above $87 clipped Monday's session.
From PCs to AI Accelerators: Advanced Micro Devices (AMD) Shares
An AMD stock analysis of the second quarter 2026 numbers: data center growth, margins, cash, the Helios accelerator ramp and the risks to track.