Yesterday
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A planned $3B chip plant…
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03/06/23 Tower Semiconductor, Teramount announce technology collaboration 12/02/22 Nano Dimension appoints Yoav Nissan Cohen to board of directors 05/30/23 STMicroelectronics introduces MEMS pressure sensor with ten-year longevity 05/24/23 STMicroelectronics appoints Nicolas Dufourcq as chairman of the board 04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 05/17/23 Remark Holdings announces partnership with WaitTime 05/10/23 Intel, BCG announce collaboration 04/24/23 Intel 'the main loser' of Sapphire Rapids' lower demand, says Ming-Chi Kuo 04/18/23 EU takes on US and Asia with EUR 43B chip subsidy plan 05/23/23 Lordstown Motors takes actions to reduce costs, preserve liquidity 05/23/23 Lordstown Motors 'remains ready, willing and able' to close Foxconn transaction 01/12/23 Kuo: Next generation AirPods to ship in 2H24 or 1H25 01/03/23 Foxconn, Nvidia partner to build automated electric vehicles 05/31/23 Raymond James Intel's Q2 tracking ahead of guidance, says Raymond James 05/31/23 Deutsche Bank Intel struck 'positive' tone at investor event, says Deutsche Bank 05/25/23 Jefferies Nvidia price target raised to $472 from $300 at Jefferies 05/23/23 BofA AMD price target raised to $120 from $105 at BofA 03/16/23 Goldman Sachs Hon Hai Precision upgraded to Conviction Buy from Buy at Goldman Sachs 12/01/22 Goldman Sachs Hon Hai Precision upgraded to Buy from Neutral at Goldman Sachs 11/30/22 Wedbush China lockdown ends in iPhone city, heavy lifting ahead for Apple, says Wedbush 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 05/15/23 Tower Semiconductor reports Q1 EPS 64c, consensus 47c 02/16/23 Tower Semiconductor not providing Q1 revenue guidance 02/16/23 Tower Semiconductor reports Q4 EPS 75c, consensus 57c 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 05/31/23 Intel sees Q2 revenue at higher end of $11.5B-$12.5B range, consensus $12.03B 04/27/23 Intel sees Q2 EPS adjusted (4c), consensus 1c 04/27/23 Intel reports Q1 adjusted EPS (4c), consensus (15c) 04/27/23 Notable companies reporting after market close 04/05/23 Beijing slows down antitrust reviews of proposed deals by U.S. firms, WSJ says 05/31/23 Nvidia CEO says open to partnership with Intel, DigiTimes reports 05/30/23 Intel CEO says company had 'serious issues' in leadership, WSJ reports 05/22/23 Policymakers concerned with PFAS, could affect chip industry, FT reports 05/18/23 Chipmakers plan expansion, partnerships in Japan, FT reports 05/15/23 Foxconn investing $500M into AirPods plant in India, AppleInsider reports 03/21/23 Apple seeking India labor reform to expand local production, Bloomberg reports 03/16/23 Foxconn to make AirPods for first time, Reuters reports 03/03/23 Foxconn plans $700M investment in India plant, Bloomberg reports 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 05/30/23 What You Missed On Wall Street On Tuesday 05/30/23 What You Missed On Wall Street This Morning 05/21/23 Opening Day: Monogram Orthopaedics stock soars in trading debut 05/07/23 Opening Day: J&J's Kenvue jumps 20% in market debut 05/15/23 What You Missed On Wall Street On Monday 05/15/23 What You Missed On Wall Street This Morning 01/05/23 What You Missed On Wall Street On Thursday 01/05/23 What You Missed On Wall Street This Morning 04/27/23 Largest borrow rate increases among liquid names 05/31/23 Intel call volume above normal and directionally bullish 05/30/23 Intel call volume above normal and directionally bullish 05/30/23 Unusually active option classes on open May 30th 05/23/23 Intel call volume above normal and directionally bullish
Over a week ago
Hot Stocks
Following the conclusion…
Following the conclusion of the STMicroelectronics Annual General Meeting, which took place in Amsterdam, the members of the Supervisory Board appointed Mr. Nicolas Dufourcq as the Chairman and Mr. Maurizio Tamagnini as the Vice-Chairman of the Supervisory Board, respectively, for a 3-year term to expire at the end of the 2026 AGM.
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04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 05/22/23 Policymakers concerned with PFAS, could affect chip industry, FT reports 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning
Periodicals
Policymakers are…
Policymakers are increasingly concerned with the risks of "forever chemicals," such as PFAS, because they do not easily break down in the environment and have been linked to many health problems, Cheng Ting-Fang of The Financial Times reports. The EU has recently begun a public consultation on proposals to ban up to 10,000 chemicals in the class over a 13.5-year transition period for the chip industry. Meanwhile, 3M (MMM) has already announced it plans to halt production of PFAS by 2025. Other chipmaker's who are worried or keeping an eye on PFAS include Intel (INTC), Infineon (IFNNY), TSMC (TSM), STMicroelectronics (STM), and BASF (BASFY). Reference Link
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$92.55 / -0.1002 (-0.11%)
05/15/23 Berkshire Hathaway takes stake in Capital One, exits RH 05/15/23 Lone Pine boosts Salesforce stake, reduces Visa, Mastercard stakes 05/15/23 Tiger Global buys TSMC, exits AppLovin in Q1 04/17/23 Cadence Design extends collaboration with TSMC, Microsoft 04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 05/16/23 3M and Svante sign development agreement for carbon dioxide removal products 05/15/23 3M announces departure of Chief Business and Country Officer Michael Vale 05/02/23 3M to sell dental local anesthetic portfolio assets to Pierrel for $70M 04/27/23 3M announces 3M Veraflo Therapy receives FDA clearance 05/17/23 Remark Holdings announces partnership with WaitTime 05/10/23 Intel, BCG announce collaboration 04/24/23 Intel 'the main loser' of Sapphire Rapids' lower demand, says Ming-Chi Kuo 04/18/23 EU takes on US and Asia with EUR 43B chip subsidy plan 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 02/24/23 BASF implements structural measures at Ludwigshafen site 02/24/23 BASF to cut 2,600 jobs to save costs in Europe 02/24/23 BASF terminates share buyback program ahead of schedule 01/11/23 BASF breaks ground on MDI capacity expansion project at Geismar site 05/03/23 BofA BofA downgrades AMD to Neutral in 'range of headwinds' 04/28/23 Truist Intel price target raised to $32 from $29 at Truist 04/28/23 BMO Capital Intel price target raised to $32 from $28 at BMO Capital 04/28/23 Wedbush Intel upgraded to Neutral from Underperform at Wedbush 05/16/23 Credit Suisse Infineon price target lowered to EUR 50.10 from EUR 53.10 at Credit Suisse 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse $92.55 / -0.1002 (-0.11%)
04/26/23 Susquehanna Susquehanna iPhone build forecast cut after partner checks 04/20/23 Loop Capital TSMC price target raised to NT$600 from NT$550 at Loop Capital 04/19/23 Needham Impinj price target raised to $151 from $138 at Needham 04/17/23 Susquehanna TSMC upgraded to Positive from Neutral at Susquehanna 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 05/02/23 Berenberg BASF price target lowered to EUR 54 from EUR 55 at Berenberg 04/28/23 JPMorgan BASF price target raised to EUR 58 from EUR 55 at JPMorgan 02/27/23 Credit Suisse BASF price target lowered to EUR 44 from EUR 46 at Credit Suisse 02/22/23 Barclays BASF price target raised to EUR 68 from EUR 62 at Barclays 04/26/23 RBC Capital 3M price target raised to $95 from $89 at RBC Capital 04/06/23 Barclays 3M price target lowered to $103 from $105 at Barclays 03/22/23 Barclays 3M price target lowered to $105 from $122 at Barclays 02/01/23 BofA J&J bankruptcy ruling an 'incremental negative' for 3M, says BofA $92.55 / -0.1002 (-0.11%)
04/20/23 TSMC sees Q2 revenue $15.2B-$16B, consensus $15.98B 04/20/23 TSMC reports Q1 EPS $1.31, consensus $1.20 01/12/23 TSMC sees Q1 revenue $16.7B-$17.5B, consensus $17.71B 01/12/23 TSMC reports Q4 EPS $1.82, consensus $1.77 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 04/25/23 3M backs FY23 adjusted EPS view $8.50-$9.00, consensus $8.60 04/25/23 3M reports Q1 adjusted EPS $1.97, consensus $1.58 04/24/23 Notable companies reporting before tomorrow's open 04/27/23 Intel sees Q2 EPS adjusted (4c), consensus 1c 04/27/23 Intel reports Q1 adjusted EPS (4c), consensus (15c) 04/27/23 Notable companies reporting after market close 02/22/23 Intel backs Q1 EPS view (15c), consensus (15c) 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 02/24/23 BASF reports Q4 EBIT EUR 119M, down 90.3% from last year $92.55 / -0.1002 (-0.11%)
04/28/23 TSMC's major fabless clients defer 3nm chip rollouts, DigiTimes reports 04/19/23 TSMC pushing back on some subsidy conditions, WSJ reports 04/13/23 TSMC plans JV fab in Germany, DigiTimes reports 02/02/23 Flossbach von Storch voices concerns about 3M leadership, WSJ reports 01/04/23 3M attempts to contain liability over 'forever chemicals,' earplugs, WSJ report 12/23/22 Military earplugs cases judge says 3M acted in 'bad faith,' Tribune reports 05/18/23 Chipmakers plan expansion, partnerships in Japan, FT reports 05/10/23 Qualcomm to step up competition in self-driving IC market, DigiTimes reports 04/29/23 SoftBank's Arm files confidentially for U.S. IPO, Reuters reports 04/18/23 Intel tells CoinDesk it is ending bitcoin mining chip series output $92.55 / -0.1002 (-0.11%)
04/19/23 What You Missed On Wall Street This Morning 04/13/23 What You Missed On Wall Street This Morning 03/21/23 What You Missed On Wall Street This Morning 03/06/23 What You Missed This Week in EVs and Clean Energy 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 04/25/23 What You Missed On Wall Street On Tuesday 04/25/23 What You Missed On Wall Street This Morning 04/25/23 Fly Intel: Pre-market Movers 01/24/23 What You Missed On Wall Street On Tuesday 05/21/23 Opening Day: Monogram Orthopaedics stock soars in trading debut 05/07/23 Opening Day: J&J's Kenvue jumps 20% in market debut 04/28/23 What You Missed On Wall Street On Friday 04/28/23 What You Missed On Wall Street This Morning 03/02/23 Why are these three stocks sinking after Tesla's investor day? $92.55 / -0.1002 (-0.11%)
04/20/23 Unusually active option classes on open April 20th 04/10/23 Unusually active option classes on open April 10th 02/24/23 Unusually active option classes on open February 24th 02/16/23 Unusually active option classes on open February 16th 05/09/23 3M put volume heavy and directionally bearish 04/20/23 3M call volume above normal and directionally bullish 03/14/23 3M put volume heavy and directionally bearish 03/07/23 3M put volume heavy and directionally bearish 04/28/23 Early notable gainers among liquid option names on April 28th 04/28/23 Notable open interest changes for April 28th 04/27/23 Intel options imply 5.7% move in share price post-earnings 03/30/23 Notable open interest changes for March 30th
Conference/Events
Tech…
Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link
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04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 05/04/23 Nokia secures 5G RAN deal with Orange Jordan 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays 05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Conference/Events
Tech…
Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link
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04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 05/04/23 Nokia secures 5G RAN deal with Orange Jordan 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software $642.88 / -11.03 (-1.69%)
03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces $642.88 / -11.03 (-1.69%)
04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays 05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year $642.88 / -11.03 (-1.69%)
04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports $642.88 / -11.03 (-1.69%)
03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday $642.88 / -11.03 (-1.69%)
03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish $642.88 / -11.03 (-1.69%)
05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Conference/Events
Tech…
Tech Hardware/Semiconductor Analyst Schulze-Melander and Tech Analyst Denney discuss the Tech Hardware Industry (relevant companies: ASML ASM VAT STM NOK ERIC IFNNY BESIY) on an Analyst/Industry conference call to be held on May 10 at 10 am. Webcast Link
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04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 04/20/23 Nokia falls -8.5% 04/05/23 Nokia transfers shares to participants of equity-based incentive plans 03/23/23 Nokia chosen by CANARIA as sole IP router provider 03/07/23 Nokia announces Converged Charging solution selected by Hrvatski Telekom 03/07/23 Infineon, UMC announce long-term strategic cooperation agreement 03/02/23 Infineon to acquire GaN Systems for $830M 02/07/23 Synaptics announces new chief people officer, chief product officer 11/14/22 Infineon, Stellantis sign memorandum of understanding for silicon carbide chips 04/18/23 Ericsson says on track to reach target EBITDA range of 15%-18% by 2024 04/17/23 Ericsson announces CFO Carl Mellander to step down 04/17/23 Ericsson, Government of Canada to invest over C$470M in R&D centers 04/04/23 Ericsson's Cradelpoint acquires Ericom Software 03/21/23 Nvidia says software library for computational lithography integrated by TSMC 02/15/23 ASML discloses data misappropriation by former employee in China 02/14/23 Lone Pine exited PayPal, initiated AMD position during Q4 11/16/22 Wafer Fab Equipment names slide after Micron cuts wafer starts ASM Avino Silver & Gold Mines 04/05/23 Avino Silver & Gold Mines reports contractor death at Durango property 01/24/23 Avino Silver & Gold Mines sees FY23 production 700,000-750,000 tons 01/17/23 Avino reports 2022 production of 2,655,502 silver equivalent ounces 04/25/23 Stifel ASML downgraded to Hold from Buy at Stifel 04/21/23 Barclays ASML price target lowered to EUR 630 from EUR 640 at Barclays 04/20/23 Deutsche Bank ASML price target lowered to EUR 650 from EUR 675 at Deutsche Bank 04/20/23 Credit Suisse ASML price target raised to EUR 770 from EUR 767 at Credit Suisse ASM Avino Silver & Gold Mines 05/02/23 Barclays STMicroelectronics price target raised to EUR 65 from EUR 64 at Barclays 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 04/21/23 Barclays Nokia price target lowered to EUR 5 from EUR 5.30 at Barclays 02/14/23 Credit Suisse Nokia price target lowered to EUR 5.61 from EUR 6.05 at Credit Suisse 01/31/23 UBS Nokia downgraded to Neutral from Buy at UBS 01/17/23 DNB Markets Nokia downgraded to Hold from Buy at DNB Markets 04/20/23 Morgan Stanley Ericsson price target lowered to SEK 67 from SEK 70 at Morgan Stanley 04/19/23 Credit Suisse Ericsson price target lowered to SEK 52 from SEK 61 at Credit Suisse 04/19/23 TD Cowen Ericsson price target lowered to $7 from $8 at TD Cowen 04/14/23 Deutsche Bank Infineon price target raised to EUR 47 from EUR 44 at Deutsche Bank 04/04/23 UBS Infineon price target raised to EUR 49 from EUR 47 at UBS 03/31/23 Credit Suisse Infineon price target raised to EUR 53.10 from EUR 49.10 at Credit Suisse 03/29/23 Barclays Infineon price target raised to EUR 52 from EUR 48 at Barclays $91.90 / +2.0299 (+2.26%)
05/02/23 Deutsche Bank BE Semiconductor price target raised to EUR 88 from EUR 80 at Deutsche Bank 04/27/23 Barclays BE Semiconductor price target raised to EUR 70 from EUR 68 at Barclays 04/27/23 UBS BE Semiconductor price target raised to EUR 91 from EUR 84 at UBS 04/13/23 Bernstein BE Semiconductor upgraded to Outperform from Market Perform at Bernstein 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 04/20/23 Nokia sees 2023 revenue EUR 24.6B- EUR 26.2B 04/20/23 Nokia reports Q1 comparable EPS EUR 0.06 vs. 0.07 last year 01/26/23 Nokia sees FY23 revenue EUR 24.9B-EUR 26.5B 01/26/23 Nokia reports Q4 comparable EPS EUR 0.16 vs. EUR 0.13 last year 03/28/23 Infineon raises Q2 revenue outlook on 'resilient business dynamics' 11/14/22 Infineon 'significantly' increases long-term financial targets 11/14/22 Infineon reports Q4 adjusted EPS EUR0.63 vs. EUR0.49 last year 04/18/23 Ericsson reports Q1 EPS SEK 0.45 vs. SEK 0.88 last year 01/20/23 Ericsson reports Q4 EPS SEK 1.82 vs. SEK 3.02 last year 04/19/23 ASML sees Q2 net sales EUR 6.5B-EUR 7B, gross margin 50%-51% 04/19/23 ASML reports Q1 EPS EUR 4.96 vs. EUR 4.60 in Q4 01/25/23 ASML sees FY23 revenue up over 25% vs. FY22 01/25/23 ASML sees Q1 revenue EUR 6.1B-EUR 6.5B, gross margin 49%-50% 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says 02/24/23 Ericsson laying off 8,500 employees globally, Reuters reports 02/20/23 Ericsson cutting 1,400 jobs in Sweden, Reuters reports 03/08/23 Dutch government says planning to restrict chip tech exports, Reuters reports 03/08/23 Netherlands to propose restricting export of chip gear to China, Bloomberg says 02/24/23 Former ASML employee probed for stealing data for China, Bloomberg says 02/15/23 ASML alleges data breach by former China employee, Bloomberg reports 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/18/23 What You Missed On Wall Street On Tuesday 04/18/23 What You Missed On Wall Street This Morning 04/18/23 Fly Intel: Pre-market Movers 02/24/23 What You Missed On Wall Street On Friday 03/08/23 What You Missed On Wall Street On Wednesday 11/14/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 04/25/23 Unusually active option classes on open April 25th 04/20/23 Unusually active option classes on open April 20th 03/13/23 Largest borrow rate increases among liquid names 02/17/23 Unusually active option classes on open February 17th 04/19/23 Ericsson put volume heavy and directionally bearish 04/03/23 Largest borrow rate increases among liquid names 11/11/22 Ericsson put volume heavy and directionally bearish 05/03/23 Largest borrow rate increases among liquid names 01/03/23 ASML put volume heavy and directionally bearish 12/22/22 ASML put volume heavy and directionally bearish
Over a month ago
Recommendations
Barclays raised the…
Barclays raised the firm's price target on STMicroelectronics to EUR 65 from EUR 64 and keeps an Overweight rating on the shares.
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04/27/23 STMicroelectronics falls -7.6% 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 03/09/23 Bryan Garnier STMicroelectronics initiated with a Sell at Bryan Garnier 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning
Hot Stocks
STMicroelectronics is…
STMicroelectronics is down -7.6%, or -$3.50 to $42.78.
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04/26/23 Atomera signs commercial license agreement with STMicroelectronics 04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 02/28/23 STMicroelectronics earns USB-IF certification 04/27/23 Craig-Hallum Atomera price target raised to $17 from $13 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 03/09/23 Bryan Garnier STMicroelectronics initiated with a Sell at Bryan Garnier 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning
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Craig-Hallum analyst…
Craig-Hallum analyst Richard Shannon raised the firm's price target on Atomera (ATOM) to $17 from $13 and keeps a Buy rating on the shares. Atomera's license with STMicroelectronics (STM) is "a watershed moment" for the company, as it proves out MST's technology and willingness of a large semi maker to commit to production, the firm says. Craig-Hallum believes this license could bridge Atomera close, if not to, breakeven, and greatly reduces liquidity risk. In addition, it suggests that two different drivers of potential success for other customers could be happening in the near-term. While the firm is "not going to assume anything is imminent," it believes after a few years of waiting for this day, "investors' minds will wander."
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04/13/23 ZF to purchase silicon carbide devices from STMicroelectronics from 2025 03/14/23 STMicroelectronics provides STM32 support for Microsoft Visual Studio Code 02/28/23 STMicroelectronics earns USB-IF certification 04/26/23 Atomera jumps 40% to $7.32 after entering pact with STMicroelectronics 04/26/23 Atomera signs commercial license agreement with STMicroelectronics 03/12/23 Atomera says not materially impacted by Silicon Valley Bank closure 01/12/23 Atomera collaborates with Arizona State over semiconductor material advancement 11/10/22 Craig-Hallum Atomera price target lowered to $13 from $22 at Craig-Hallum 04/13/23 Citi Citi opens 'positive Catalyst Watches' on Ericsson, STMicroelectronics 03/29/23 Barclays STMicroelectronics price target raised to EUR 64 from EUR 60 at Barclays 03/09/23 Bryan Garnier STMicroelectronics initiated with a Sell at Bryan Garnier 03/02/23 BofA BofA keeps Buy on ON, says supply agreements offset premature Tesla SiC claims 04/27/23 STMicroelectronics sees Q2 revenue $4.28B, consensus $4.2B 04/27/23 STMicroelectronics reports Q1 EPS $1.10, consensus 99c 01/26/23 STMicroelectronics sees FY23 revenue $16.8B-$17.8B, consensus $16.28B 01/26/23 STMicroelectronics sees Q1 revenue $4.2B, consensus $3.92B 03/06/23 What You Missed This Week in EVs and Clean Energy 03/02/23 Why are these three stocks sinking after Tesla's investor day? 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 04/26/23 Fly Intel: After-Hours Movers