Tranzactioneaza Western Digital Corporation (US.WDC) - 668.21 USD (%) Tranzactioneaza

LPO (US.WDC) Top performer

Western Digital si Seagate Technology au fost top performeri in sectorul AI in 2025, cu cresteri de 303% si, respectiv, 232%, datorita cererii crescute pentru hard disk-uri de capacitate mare in centrele de date. AI a majorat valoarea economica a datelor si a stocarii acestora, sporind veniturile si puterea de pret a celor doua companii. Analistii sugereaza pentru 2026 sa fie urmarite si companii din networking precum Ciena si Arista Networks, sau producatori de componente optice precum Tower Semiconductor si Corning. (Sursa: articles)

TradeTalk: 🚀 IBM, mai tare ca AI?

Anul trecut, IBM a fost o companie mai degraba de coada clasamentului in S&amp P 500. Singurul trofeu in palmares? A reusit sa fie #5 in topul celor mai mari randamente ale dividendelor calculate pentru celalalt indice important al bursei americane, DJIA.

In urma cu un deceniu, pana si Warren Buffett s-a pacalit cu ea, timp de sapte ani in care S&amp P 500 s-a dublat. Si-atunci, de ce o aducem in fata azi? Exista cel putin patru motive, despre care...

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Jim Cramer names 7 beaten-down semiconductor stocks that look ‘enticing’

Here are his picks for the best semiconductor stocks that have reasonable valuations and earnings growth: Micron (US.MU), Western Digital (US.WDC), Advanced Micro Devices (US.AMD) Skyworks Solutions (US.SWKS), KLA (US.KLAC), Lam Research (US.LRCX), Applied Materials (US.AMAT).&nbsp

“I think there’s a sense that the chipmakers will get hurt as we head into a [Federal Reserve]-mandated recession,” the “Mad Money” host said, referring to the Fed’s upcoming interest rate hikes. “At these levels, I think a bunch of them have started to look pretty enticing,” he added.

cramer names 7 beaten down semiconductor stocks that look enticing 2022