Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls

Silicon photonics and co-packaged optics don't arrive as catalysts until 2028 and 2029

Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

The S&P 500 and Nasdaq rose slightly Wednesday as Treasury yields fell. Moderna and Merck fueled big gains for biotechs, drugmakers.

Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.

Shares of semiconductor test equipment names are sliding Wednesday morning as a broad derisking wave hits some of 2026’s biggest chip winners. Aehr Test Systems (NASDAQ:AEHR) stock is down 10% to $111.01, leading the group lower after one of the largest year-to-date runs anywhere in the sector. Teradyne (NASDAQ:TER) stock is down 5% to $383.80. ... Aehr Test Systems Sinks 10%, Teradyne Falls 5%, FormFactor Drops 6%: What’s Hitting These Semiconductor Test Equipment Stocks?

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.

Three AI infrastructure stocks just shed billions in market cap in a single session, and the reason has less to do with their earnings than with a mounting anxiety about what the biggest names in tech have been quietly hiding from investors.

Stocks were in the red as investors fretted over heavy fiscal spending and inflation.

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

Teradyne stock has surged over the last few years, yet the valuation checks now lean expensive, which raises a clear question for investors about how much of the story is already in the price. Teradyne has returned 336.3% over the past 3 years, which puts recent enthusiasm for the stock front and center for any valuation view. Strong interest in Teradyne's semiconductor test and robotics exposure can support high expectations, while any cooling in AI related demand or capital spending would...

In August 2026, Teradyne entered into a five-year, senior secured US$1.00 billion revolving credit facility with PNC Bank and a syndicate of lenders, providing flexible funding for working capital and general corporate purposes, with no borrowings yet made under the agreement. The facility’s covenants and potential transition to an investment grade, unsecured structure highlight how lenders are tying Teradyne’s financing terms to its leverage, credit ratings and acquisition activity. We’ll...

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

A number of stocks jumped in the afternoon session after Bloomberg reported that Anthropic told prospective investors its second-quarter revenue jumped more than 14-fold.

Stock Market Today: The Dow Jones index drops as memory-chip stocks Micron and Sandisk rally. Trump threatens Oman.

S&P 500 stock Sandisk extended a powerful rebound, moving above key levels. Coherent and Teradyne are among Monday's top performers as well.

Collaborating with tech giants like Nvidia, AMD and Apple, Teradyne stock etches a new buy point as these clues bode well.

VRT and TER both benefit from AI demand, but stronger earnings growth and surprises give Teradyne the edge.

A fresh Wall Street initiation just sent one of 2026's most explosive small caps through its all-time high, and the analyst behind it called the price target conservative while leaving several major catalysts completely out of the model.