Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher. However, according to a report by TheFly,

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Barclays analyst Simon Coles maintained a Buy rating on ASML Holding NV (0QB8 – Research Report) today and set a price target of €900.00. The

In a report released today, Thomas O’Malley from Barclays maintained a Hold rating on Lam Research (LRCX – Research Report), with a price

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Free Report) had its price target raised by Barclays from $240.00 to $255.00 in a report released on Friday,Benzinga reports.Barclays currently has ...

Broadcom received a price target boost Friday from an analyst at Barclays. In a research report on Friday, analyst Thomas O'Malley adjusted his price target for Broadcom from $205 to $260. The new target represents a roughly 10% upside from its current levels. Barclays maintains a buy rating for Broadcom stock.

The recovery came after US chipmaker Nvidia closed up 9 per cent on Tuesday, recouping some of the heavy losses that wiped $600bn off its market capitalisation at the start of the week, when investors fretted over the threat from China’s DeepSeek to the US supremacy in artificial intelligence.

Semiconductor companies in Europe pointed to growing appetite for artificial intelligence in recent months, a development that stands in stark contrast with sluggish demand for chips in electric vehicles and industrial machinery.

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ ...

An energy-efficient AI model by China's DeepSeek has shaken the power and energy sector, with the S&P Energy index dipping 3% over the last three sessions. This is because AI requires a lot of power, with data centers being the biggest electricity consumers.