Cadence Design Systems (CDNS) Unleashes its Next Generation Hardware
Canece Desigh Systems (CDNS) has introduced its new lineup of semiconductor design hardware. But is this priced into the stock?
Canece Desigh Systems (CDNS) has introduced its new lineup of semiconductor design hardware. But is this priced into the stock?
First Solar (FSLR) has the potential for a nice move higher. But high interest rates are a high headwind as people might buy solar roofs.
RH (RH) has been delivering poor results for many quarters. But management sees a turn coming over thew next few quarters.
GitLab (GTLB) lowered revenue and earnings guidance, which caused the stock to take a deep dive. Here’s my outlook on the stock.
Snowflake (SNOW) has work to do in bringing AI into the company. Meanwhile, SNOW is being thought of as just a data warehouse.
Cadence Design Systems (CDNS) builds software that produces advanced computers. CDNS has been hot due to new advances in AI.
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Fortinet (FTNT) is seeing a slowdown in Product sales (-10%) while Service sales are doing well (+25%) as the stock flies higher.
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
RH (RH) posted a loss last quarter as th company dissapointed investors once again. But the stock does have long-term potential.
Snowflake (SNOW) is finally seeing signs the macro environment for data consumption is picking up. And its AI offerings are helping.
Cadence Design Systems (CDNS) is benefiting from generational trends like AI that are boosting demand for semiconductors.