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Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated fresh coverage on as analysts scramble to reposition heading into a brutal stretch.
Tower Semiconductor is rapidly transforming into a silicon photonics leader, now driving nearly half its revenue from AI optical content. Q2 2026 delivered record revenue of $460M, with 55% incremental operating leverage and a robust shift toward higher-margin 300mm SiPho and SiGe wafers. Management raised the 2028 model to $3.6B in revenue and $1.2B in net profit, underpinned by strong customer prepayments and fully funded capacity expansions.
On August 24, 2026, Tower Semiconductor Ltd (TSEM) shares fell 5.3% to a current price of $211.10. This decline comes amidst a volatile period for the stock, wh
Shares of United Microelectronics (NYSE:UMC | UMC Price Prediction) are dropping 7% Tuesday afternoon to $18.22, part of a broad foundry selloff tied to renewed fears about AI capital spending.
Empowered Funds LLC acquired a new stake in Tower Semiconductor Ltd. (NASDAQ: TSEM) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 4,297 shares of the semiconductor company's stock, valued at approximately $754,000. A number of other hedge funds and other institutional
The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch.
MIGDAL HAEMEK, Israel, August 12, 2026 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced that its company representatives will participate in the 2026 Jefferies Semiconductor, IT Hardware and Communications Technology Conference on Tuesday, August 25th and Wednesday, August 26th, and the Benchmark-StoneX 13th Annual Tech, Media and Telecom Conference on Thursday, September 10th.
SANTA BARBARA, Calif. & MIGDAL HAEMEK, Israel--(BUSINESS WIRE)--OpenLight, a leader in heterogeneous III‑V‑on‑silicon photonic integration and custom Photonic Application‑Specific Integrated Circuits (PASICs), and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced the availability of OpenLight's photonic Process Design Kit (PDK) for Tower Semiconductor's PH18DA indium phosphide (InP)-on-silicon photonics platform in Cadenc.