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),

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.

On January 17, Barclays analyst Tom O’Malley increased ... and highlighted the company’s strong position in the semiconductor sector. The firm’s 2025 outlook focuses on artificial ...

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

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.

Research analysts at B. Riley increased their FY2024 earnings estimates for FormFactor in a research note issued on Monday, January 27th. B. Riley analyst C. Ellis now forecasts that the semiconductor company will earn $0.

Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

Investing.com -- Barclays upgraded Lumentum Holdings Inc (NASDAQ: LITE) to "Overweight" from "Underweight," setting a price target of $125, given significant growth potential driven by surging demand from hyperscale customers.

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