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) Fri, 28 Aug 2026 16:23:00 -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/SEC+Filings/Form++144++++++++MACOM+Technology+Solutio+++++++++++++++Filed+by%3A+Dennehy+Robert/26998338.html si-local-file:///var/storage/secattach/20260828/26998338.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++MACOM+Technology+Solutio+++++++++++++++Filed+by%3A+Dennehy+Robert/26998338.html Fri, 28 Aug 2026 16:23:00 -0400 MTSI O.08280993 http://www.streetinsider.com/SEC+Filings/Form++144++++++++MACOM+Technology+Solutio+++++++++++++++Filed+by%3A+Dennehy+Robert/26998338.html si-local-file:///var/storage/secattach/20260828/26998338.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++MACOM+Technology+Solutio+++++++++++++++Filed+by%3A+Dennehy+Robert/26998338.html Fri, 28 Aug 2026 16:23:00 -0400 MTSI O.08280993 http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/Investing/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html <p>Investing.com -- BMO Capital Markets began coverage of the semiconductor and quantum computing sector with an upbeat outlook, voicing preference for AI-exposed names and analog chipmakers as they emerge from a post-COVID downturn. </p> <p>AI bellwether Nvidia is BMO’s top large-cap pick, initiated with an Outperform rating and a $340 price target. Analyst Harsh Kumar said Nvidia’s AI systems are "fully booked for the next 12 months as demand exceeds supply," with its next-generation Vera Rubin NVL72 system ramping in the second half of the year. He called the stock’s 18x forward price-to-earnings multiple “a discount” given expected revenue growth of 84% and http://www.streetinsider.com/General+News/BMO+starts+chip+stocks+coverage%3A+Here+are+its+preferred+picks/26959059.html Fri, 21 Aug 2026 09:15:34 -0400 ADI AMD AVGO MCHP MRVL MTSI MU NVDA PI SMTC http://www.streetinsider.com/New+Coverage/BMO+Capital+Starts+MACOM+Technology+Solutions+%28MTSI%29+at+Market+Perform/26956316.html <p>BMO Capital analyst Harsh Kumar initiates coverage on MACOM Technology Solutions (NASDAQ: MTSI) with a Market Perform rating, PT $335.00.</p><p>The analyst comments "Initiate coverage of MACOM (MTSI) at Market Perform and $335 target price. MTSI is a semiconductor supplier that competes in niche markets where it has an established competitive position using differentiated technology. MTSI plays in attractive end markets that feature a balance of high-growth and stability. Data centers represent MTSI’s most significant growth market. The company develops components for DC optical cables, positioned to benefit from AI/cloud infrastructure build-out. We consider MTSI management one of the best in http://www.streetinsider.com/New+Coverage/BMO+Capital+Starts+MACOM+Technology+Solutions+%28MTSI%29+at+Market+Perform/26956316.html Fri, 21 Aug 2026 05:36:49 -0400 MTSI http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Starts+MACOM+Technology+Solutions+%28MTSI%29+at+Market+Perform/26956316.html <p>BMO Capital analyst Harsh Kumar initiates coverage on MACOM Technology Solutions (NASDAQ: MTSI) with a Market Perform rating, PT $335.00.</p><p>The analyst comments "Initiate coverage of MACOM (MTSI) at Market Perform and $335 target price. MTSI is a semiconductor supplier that competes in niche markets where it has an established competitive position using differentiated technology. MTSI plays in attractive end markets that feature a balance of high-growth and stability. Data centers represent MTSI’s most significant growth market. The company develops components for DC optical cables, positioned to benefit from AI/cloud infrastructure build-out. We consider MTSI management one of the best in http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Starts+MACOM+Technology+Solutions+%28MTSI%29+at+Market+Perform/26956316.html Fri, 21 Aug 2026 05:36:49 -0400 MTSI http://www.streetinsider.com/SEC+Filings/Form++4++++++++++MACOM+Technology+Solutio++For%3A+Aug+17++Filed+by%3A+Kober+John/26950273.html si-local-file:///var/storage/secattach/20260819/26950273.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++MACOM+Technology+Solutio++For%3A+Aug+17++Filed+by%3A+Kober+John/26950273.html Wed, 19 Aug 2026 16:16:00 -0400 MTSI O.08280993