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Amid the shadow of tariffs, JPMorgan still views these Semiconductors stocks as a top choice.
Despite the cloud of tariffs looming over the upcoming earnings report season for technology companies, JPMorgan noted in a report that several semiconductor and semiconductor equipment companies still stand out as their "preferred stocks."
Broadcom, Marvell Among 'Top Picks' Heading Into Earnings Season: JP Morgan
Is Analog Devices (NASDAQ:ADI) Using Too Much Debt?
Are US chip stocks entering an "earnings downgrade cycle"? Morgan Stanley has a pessimistic outlook for the earnings report season and highlights these "resilient stocks."
J.P. Morgan expects that the performance of the U.S. stock market's Semiconductors Industry in the first quarter will be in line with expectations, but tariff/trade-related dynamics will drive weakness and a negative earnings revision cycle in the second quarter and the second half of the year.
Wells Fargo & Co warns of the risk of losing the China market and gives Intel (INTC.US) a "hold" rating.
Wells Fargo & Co gives Intel a "Hold" rating, with a target price of $25.
Stifel Maintains Analog Devices(ADI.US) With Buy Rating, Cuts Target Price to $225
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