INFINEON WKN: 623100 ISIN: DE0006231004 Forum: Aktien Thema: Hauptdiskussion

'Broadcom, Marvell, and 3 Other Chip Stocks to Play AI, Says J.P. Morgan J.P. Morgan analyst Harlan Sur favors Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. By Tae Kim Published: July 15, 2024 at 1:09 p.m. ET J.P. Morgan analyst Harlan Sur favors Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. Booming demand for artificial-intelligence chips will boost the fortunes of several semiconductor stocks this year, according to J.P. Morgan. “We continue to believe that we are at the beginning of a multi-quarter semiconductor up-cycle and companies should be able to drive a better 2H [second half of year],” analyst Harlan Sur wrote on Monday, citing robust demand for AI infrastructure build outs by enterprises and cloud-computing providers. He predicts most semiconductor companies will report second-quarter earnings slightly ahead of average analysts’ estimates, and will offer better-than-expected guidance for the next quarter. Sur said his top chip stock ideas are Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. He has an Overweight rating on all five stocks. “In custom AI ASICs [application specific integrated circuits], we continue to see strong customer adoption/design win pipeline expansion from Broadcom and Marvell,” he wrote. Micron is a leader in the markets for DRAM, which is used in desktop computers and servers, and for flash memory, which is found in smartphones and solid-state hard drives. The memory chip maker supplies High Bandwidth Memory (HBM) 3E chips for some of Nvidia’s data center AI products. For auto and industrial sector chip suppliers—including Analog Devices and Microchip, Sur forecasts improving demand trends after the June quarter. “We believe that 1H24 will market the bottom for most of our covered companies (e.g., ADI, TXN, MCHP),” he wrote. https://www.marketwatch.com/articles/broadcom-chip-stocks-marvell-ai-502eba26?mod=watchlist_main_news

Am Ende wird über Onsemi gesprochen: https://www.fool.com/investing/2024/07/12/what-nvidia-hpe-amd-and-other-semiconductor-stock/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=1a134862-788e-4917-8b7b-099ffde17307&mod=mw_quote_news

618 gekauft🙊

Jetzt anschnallen, es geht los 😅

Ja das macht kein Spaß mehr

Wirklich eine lahme Krücke Infineon.👨‍🦯

Es ist unglaublich wie Infineon es immer wieder schafft zu enttäuschen, da steigt es nach den Inflationsdaten auf 36 und nicht mal 20 Minuten später gehts wieder runter auf Tagesstart. Wenn es bei dem Marktumfeld nicht schafft zu steigen dann wird’s die nächsten Tage wieder fallen, ich sacke einige Teile meines Gewinns ein

Korrektion kommt? Super Micro’s stock drops after analyst says stop buying until outlook improves Published: July 10, 2024 at 10:59 a.m. ET By Tomi KilgoreFollow comments Nomura downgraded the S&P 500’s best performer this year, citing lack of potential upside and order uncertainties Super Micro’s stock falls while the technology sector gains, after Nomura cut its rating to neutral. Shares of Super Micro Computer Inc. dropped Wednesday, after the Nomura’s Donnie Teng backed away from his bullish call, saying further gains appear limited given uncertainties about the artificial-intelligence play’s order outlook. Teng cut his rating on the computer products company’s stock to neutral from buy. He kept his price target at $930, which implies only 5.2% upside from current levels. The stock SMCI, 0.00% slumped 1.3% in morning trading, to buck the gains seen in the technology sector XLK and the broader stock market SPX. While the stock now sits 25.6% below its March 13 record close of $1,188.07, it is still by far the S&P 500’s best performer this year with a 211% gain. Second-place Nvidia Corp.’s stock NVDA, 1.66% has advanced “just “only” 171.4%. After the strong rally in Super Micro’s stock, and the company’s upbeat outlooks over the past two quarters, Teng believes the stock’s performance potential has changed from “easy to beat low market expectations to “less room to beat already-high market expectations.” Teng said the change in the stock’s outlook is a result of uncertainties surrounding supply of advanced-packaging semiconductor components, which has been gradually easing, and concerns over the impact of Nvidia’s new Blackwell chip, which is slated to start shipping later this year. Super Micro’s liquid-cooling offering, which is seen as increasingly important given the amount of power consumed by AI workloads, should help the company stay ahead of competitors, Teng said. “However, limited order visibility due to above-mentioned uncertainties could make it difficult for Super Micro to deliver stronger-than-expected sales, and thus this could be a mixed bag, in our view,” Teng wrote in a note to clients. In late-April, the company had reported fiscal third-quarter sales that rose less than expected, to mark just the second miss in four years. The company is currently projected to report fourth-quarter results in early August. https://www.marketwatch.com/story/super-micros-stock-drops-after-analyst-says-stop-buying-until-outlook-improves-1d258f22?mod=mw_quote_news

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Das Ding schafft ja kaum die 35 zu halten. Was rauchen die Analysten denn eigentlich???

Das ist immer das was ich die ganze Zeit sage ein Schritt vor und zwei zurück 😂

😂🤣🤣

🤣🤣 45€ ich würde eher 30€ sagen

ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für Infineon auf "Buy" mit einem Kursziel von 45 Euro belassen. Er sei positiv gestimmt für Hersteller von analogen Chips, da der Zyklus in diesem Bereich wohl die Talsohle erreicht habe, schrieb Analyst Francois-Xavier Bouvignies in einer am Donnerstag vorliegenden Studie zur europäischen Halbleiterindustrie. Selektiv sei er für Chipindustrieausrüster und negativ gestimmt für Anbieter von Telekom-Technologie. Infineon und STMicro empfiehlt er angesichts des Wendepunkts bei Industriehalbleitern und wegen der ihm zufolge übertriebenen China-Bedenken zum Kauf. Die beiden Aktien sind seine "Top Picks"./ck/tih Veröffentlichung der Original-Studie: 03.07.2024 / 16:51 / GMT Erstmalige Weitergabe der Original-Studie: 03.07.2024 / 16:51 / GMT

Mir reicht es auch so langsam, bin zwar schon viele Jahre drin aber so richtig geht es einfach nicht voran. Wenn es wenigstens mal die 40 halten würde