Tag Archive for: Stocks

The Four Best Semiconductors & Semiconductor Equipment Stocks to Buy Right Now

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The semiconductor industry is one of the most critical segments of the technology space, given its ability to facilitate rapid innovation across virtually every other field. It’s fair to say that almost every piece of tech you use in your daily life has semiconductor technology somewhere inside. For example, nearly all computers — desktop, laptop, and mobile — use semiconductors as their primary processing engine. Similarly, many communications devices such as cell phones and wireless routers also rely on semiconductors to send voice signals or data packets from one device to another. Even digital cameras and camcorders use semiconductors for image processing; GPS devices measure distances and speed, while Bluetooth headsets and speakers use them for wireless audio streaming. Even the humble thermometer uses semiconductor sensors to measure body temperature!

Allegro MicroSystems (ALGM)

ALGM is an integrated circuit (IC) manufacturer that makes IC products across various end-user applications and markets. The company has a market cap of approximately $1.6 billion, and its share price has been volatile in recent weeks due to a significant drop in November. Given the recent volatility in the semiconductor sector, this timing made it a compelling choice for inclusion in this list. Specifically, analysts believe that the industry may be experiencing a cyclical slowdown, causing investors to pull their money out of the industry. The company’s main products include data conversion, signal conditioning, and power delivery solutions, primarily for the industrial and medical segments. In addition, ALGM also makes IC products for automotive, computer networking, and telecommunications applications.

Synaptics (SYNA)

Synaptics is a leading provider of human interface solutions, including touch and proximity sensors, capacitive touch-enabled products, and related software. The company’s products are used in various end-user applications, including notebook PCs, desktop PCs, smartphones, tablets, ATMs, and automobile touchscreens. The company has a market cap of approximately $6.5 billion, with its share price dropping significantly in the past several months. This makes it a…

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Prepare For A Record-Setting Quarter For Cyber Security Stocks

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Prepare For A Record-Setting Quarter For Cyber Security Stocks

The Internet Security Stocks have been in a deep correction all year because of fears of slowing growth but still, there is no sign of that yet—results from Checkpoint Software (NASDAQ:CHKP) to SentinelOne, Inc. (NYSE:S) prove that demand for cyber security is not only still strong but accelerating on many fronts.

The latest news is from Zscaler, Inc (NASDAQ:ZS) which offers cloud-based cyber security solutions up to and including the enterprise level.

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Q2 2022 hedge fund letters, conferences and more

SohnX Hong Kong: Oasis Management’s Seth Fischer, The Best Way To Invest In Vietnam

Screenshot 2022 09 08 16.45.41At the 2022 SohnX Hong Kong Investment Leaders Conference, Seth H. Fischer, the founder and Chief Investment Officer of Oasis Management, highlighted his favorite investment in Vietnam and explained why he believed the business was one of the best opportunities in this rapidly growing emerging market. Fischer founded Oasis in 2002 following a successful seven-year Read More

 

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The company just announced a top and bottom line beat and increased its guidance which is noteworthy not only because the sector is set to outperform in the Q3 and Q4 reporting period but because the entire sector has been lagging behind the S&P 500 since the pandemic bottom. That’s silly.

Cyber security stocks are as fundamental to the outlook of the Internet and the digitization of business as any part of the IT picture, and demand is driven by a widespread and growing need for safety. Each time the good guys make an advancement the bad guys make one to match. 

Zscaler, Inc. Leads With Robust Results And Outlook 

The cyber…

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4 Stocks to Watch From the Prospering Security Industry – September 8, 2022

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The Zacks Security industry is benefiting from solid demand for cybersecurity offerings as well as the heightening need for secure networks and cloud-based applications amid growing hybrid working trends. Companies in this space are benefiting from the rising demand for IT security solutions owing to a surge in the number of data breaches. Increasing requirements for privileged access security on the back of digital transformation and cloud migration strategies are also fueling the demand for cybersecurity solutions.

Industry participants like Palo Alto Networks, Inc. (PANW – Free Report) , Fortinet, Inc. (FTNT – Free Report) , Check Point Software Technologies Ltd. (CHKP – Free Report) and Absolute Software Corporation (ABST – Free Report) are gaining from the aforementioned trends. However, the industry’s near-term growth prospects are likely to be hurt as organizations push back their investments in big and expensive technology products on growing global slowdown concerns amid the current macroeconomic challenges and geopolitical tensions. Supply-chain disruptions, component shortages, product cost inflation and a tight labor market are some of the headwinds that players in the space have been encountering lately. These, along with elevated operating expenses related to hiring employees and sales and marketing strategies to capture more market share, are likely to strain margins in the near term.

Industry Description

The Zacks Security industry comprises companies offering on-premise and cloud-based security solutions. The solutions can be used for identity access management, infrastructure protection, integrated risk management, malware analysis and Internet traffic management, to name a few. Industry participants offer different types of security solutions, most of which can be used interchangeably.  These solutions can be roughly categorized into three types — Computer Security, Cybersecurity and Information Security. Computer Security solutions provide protection from vulnerabilities in both the software and hardware of a computer system….

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Tesla STOCK SPLIT Incoming – Buy BEFORE or AFTER?

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