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),

According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.

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

Barclays PLC cut its holdings in shares of Silicon Motion Technology Co. (NASDAQ:SIMO – Free Report) by 60.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,199 shares of the semiconductor producer’s stock after selling 1,

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,

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 ...

Barclays analyst Tom O’Malley lowered the firm’s price target on Qualcomm (QCOM) to $185 from $200 and keeps an Overweight rating on the shares

Barclays analyst Tom O’Malley lowered the firm’s price target on NXP Semiconductors (NXPI) to $230 from $280 and keeps an Overweight rating on

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 ...