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),

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,

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

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,

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 ...

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 ...

An energy-efficient AI model by China's DeepSeek has shaken the power and energy sector, with the S&P Energy index dipping 3% over the last three sessions. This is because AI requires a lot of power, with data centers being the biggest electricity consumers.

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.

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 ...

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