http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 15 Sep 2026 09:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html <p>Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.</p><p>Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."</p><p>"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.</p><p>The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will http://www.streetinsider.com/Hot+List+Pro/5+stocks+to+buy+as+AI%27s+memory+problem+has+turned+into+a+networking+problem/27061964.html Tue, 15 Sep 2026 09:00:00 -0400 AMAT AXTI BESIY CAMT ONTO http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Morgan Stanley analyst Nigel van Putten lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR220.00 (from EUR260.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Tue, 08 Sep 2026 04:53:29 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Morgan Stanley analyst Nigel van Putten lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR220.00 (from EUR260.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Tue, 08 Sep 2026 04:53:29 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Morgan Stanley analyst Nigel van Putten lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR220.00 (from EUR260.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Tue, 08 Sep 2026 04:53:29 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Morgan Stanley analyst Nigel van Putten lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR220.00 (from EUR260.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR220+at+Morgan+Stanley/27032334.html Tue, 08 Sep 2026 04:53:29 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Intl+Ratings/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Intl+Ratings/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Upgrades/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Upgrades/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Upgrades/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Upgrades/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Analyst+Comments/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Analyst+Comments/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Analyst+Comments/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html <p>Berenberg analyst Trion Reid upgraded BE Semiconductor (BESI:NA) (OTC: BESIY) from Hold to Buy with a price target of EUR240.00.</p><p>The analyst comments: “When we published our Optically expensive report on 9 June 2026, Besi’s shares were up by 146% over the prior year, driven by AI-related demand despite weakness in the company’s traditional mainstream end-markets that had left us reluctant to change our Hold recommendation. Shares have weakened since, down by 37% since 22 June and by 28% since we published the aforementioned note, at the same time as Besi’s traditional mainstream end-markets are recovering and AI-related demand remains strong. http://www.streetinsider.com/Analyst+Comments/Berenberg+Upgrades+BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+to+Buy/26860164.html Tue, 04 Aug 2026 04:21:29 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Citi analyst Andrew Gardiner lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR230.00 (from EUR260.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR230+at+Citi/26821198.html Tue, 28 Jul 2026 05:06:26 -0400 BESIY http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Barclays analyst Simon Coles lowered the price target on BE Semiconductor (BESI:NA) (OTC: BESIY) to EUR250.00 (from EUR270.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Intl+Ratings/BE+Semiconductor+%28BESI%3ANA%29+%28BESIY%29+PT+Lowered+to+EUR250+at+Barclays/26809737.html Fri, 24 Jul 2026 04:45:51 -0400 BESIY