STM STMicroelectronics N.V.

Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.

Qualcomm's royalty base, STMicroelectronics' Starlink exposure and Oura's $15 billion IPO give investors three ways to trade the next personal device cycle.

Investing.com -- Global chip stocks rose on Tuesday after Reuters reported that AI startup Anthropic’s IPO prospectus showed it expects $518 billion in cloud, computing and infrastructure commitments over the coming year.

Investing.com - European stock bourses reversed course on Tuesday, closing lower, as investors continued to digest a spike in global bond yields and oil volatility.

European stock indexes edged higher in early trade, with mining and AI-related stocks gaining, and energy-intensive sectors weakening.

Find insight on SK Hynix, BT Group, Telekom Malaysia and more in the latest Market Talks covering Technology, Media and Telecom.

Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as the buildout in infrastructure linked to the technology continued.

STOCKS 0936 GMT – European stocks linked to the buildout in artificial intelligence rally as investors’ enthusiasm around AI picks up. Frontier AI company Anthropic signed a computing deal worth at least $11.

Options traders are targeting these 3 tech stocks

Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.

STMicroelectronics (ENXTPA:STMPA) just introduced its ST SafeSense VD56GA infrared image sensor for in car driver and occupant monitoring, giving investors fresh context for thinking about the semiconductor group’s automotive exposure. The new sensor launch follows a sharp reset in sentiment, with the stock down about 29.7% over the past 90 days on a share price basis, even though the year-to-date share price return is 90.5% and the 1-year total shareholder return is 88.0%. Recent gains of...

In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...

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Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Shares of European semiconductor companies started the new week in green territory, building on gains from Friday, while in Asia In Asia, Samsung Electronics closed up 5%.

Texas Instruments (TXN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers inside a car. The goal is to make that kind of monitoring cheap enough to spread beyond premium models and into everyday vehicles. It is a big job for a package that […]

Analog Devices' Industrial segment surges 53% year over year in fiscal Q3 2026, but intense competition and inventory trends could shape its next phase.

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.

European stock indexes were in green across the board, as banks and AI-linked stocks recouped some of the week’s losses.

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

Shares of European semiconductor companies were mixed after calls for a slowdown in the development of advanced artificial-intelligence models.

Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.

European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.

STOCKS 0720 GMT – European stocks largely are mixed at the open as chip stocks fall sharply on investor concerns the artificial-intelligence build-out will slow. Software and pharmaceutical names support the Europe-wide Stoxx 600, which trades flat.

STMicroelectronics (NYSE:STM) CFO Lorenzo Grandi said the chipmaker continues to see strong bookings, lean inventory and improving demand visibility across its end markets, with particular strength in artificial intelligence infrastructure, automotive and industrial applications. Speaking at a Citi

ARK highlighted Cybercab fares 50% below Uber’s in Austin and projected $0.25-per-mile robotaxi rides at scale.

Analog Devices' AI data center and industrial strength are boosting growth and margins, despite intense competition and a premium valuation.

Shares of European semiconductor companies were in green territory following strong gains in Asia as investors continued to bet on stocks with exposure to artificial intelligence.

How the HELIX Corporate Lab Fits Into the STMicroelectronics Stock Story The launch of the ST–NUS HELIX Corporate Lab puts STMicroelectronics (ENXTPA:STMPA) in the middle of applied edge AI research, which matters for anyone tracking the company’s role in hardware for AI driven devices. STMicroelectronics’ recent news sits against a mixed price backdrop, with the share price up 3.3% over the past week but down about 34.5% over the past three months. Even so, the year to date share price...

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

European equities were mixed in muted early trade. Energy-intensive stocks fell as oil prices rose, but banks and telecoms strengthened.

Could physical AI give STM a stronger foothold in industrial markets as factory automation and robotics drive demand?

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

STOCKS 0811 GMT – Shares of European semiconductor companies edge higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.

Shares of European semiconductor companies were mixed as investors waited for Nvidia’s results to gauge appetite for artificial-intelligence chips.

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

STM and NUS launch a four-year lab to advance low-power edge AI for robots, humanoids and drones using local processing and P18 FD-SOI technology.

Analog Devices' automotive growth outpaces the vehicle market, with gains in ADAS, infotainment and electric powertrains driving momentum into the fourth quarter.

Shares of semiconductor companies were in green territory on Tuesday following Monday's selloff. Chinese tech giant Alibaba said it planned to raise $10.2 billion to invest in artificial intelligence, weighing on global chip stocks on Monday.

STOCKS 0819 GMT – Shares of European semiconductor companies are in green territory on Tuesday following Monday’s selloff. Chinese tech giant Alibaba said it planned to raise $10.2 billion to invest in artificial intelligence, weighing on global chip stocks on Monday.

European indexes largely rose at market open, with the Europe-wide Stoxx 600 lifted by the banking sector.

STMicroelectronics (ENXTPA:STMPA) reported that its ST64UWB chip family has achieved successful validation for IEEE 802.15.4ab requirements in collaboration with LitePoint. The validation confirms compliance with a major new UWB standard that targets extended range, improved radar-based sensing, and better interoperability across devices. ST64UWB is aimed at automotive, consumer, and industrial uses, positioning STMicroelectronics for broader engagement with OEMs and developers focused on...

STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.

Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.

European chip stocks fell sharply in early European trade, with losses deepening as the trading day progressed.

A weekend Mizuho research note just flipped the setup for power semiconductor stocks, and three names are moving fast as a key overhang lifts ahead of a critical Q4 ramp confirmation.

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.