Shares of STMicroelectronics NV (STM) fell over 1% in mid-day trade on Wednesday after analysts at Bernstein downgraded the ...

Bernstein analyst Sara Russo maintained a Sell rating on ARM Holdings PLC ADR (ARM – Research Report) yesterday and set a price target of ...

Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China ...

In a report released today, Sara Russo from Bernstein maintained a Buy rating on ASML Holding NV (0QB8 – Research Report), with a price target ...

Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one ...

“leaving investors with a challenging view for the year ahead with no clear bottom in sight,” analyst Sara Russo said in a Wednesday note. By contrast, STMicroelectronics’ peer Infineon ...

(at present) we can monitor how average bookings are moving and whether we are getting confidence in the backlog for the next 12+ months," said Sara Russo of Bernstein. "I do agree with ASML that ...

Analyst Sara Russo of Bernstein said she agreed with the CEO's viewpoint, but she also highlighted that DeepSeek's impact is only just starting to be felt and ASML is a supply chain company.