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.

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 ...

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,

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 Qualcomm (QCOM) to $185 from $200 and keeps an Overweight rating on the shares

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 ...

Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

Semiconductor companies in Europe pointed to growing appetite for artificial intelligence in recent months, a development that stands in stark contrast with sluggish demand for chips in electric vehicles and industrial machinery.

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 ...

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.