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The Latest Breaking News from Tom OMalley

Lumentum Just Scored a New Upgrade. Here's What to Know.

Lumentum stock rallies as Barclays upgrades it to 'Overweight.' Here’s why analyst Tom O’Malley recommends owning LITE shares.

Why Sandisk Stock Is the AI Storage Supercycle’s Biggest Winner

Why Sandisk Stock Is the AI Storage Supercycle’s Biggest Winner

Sandisk upgraded by Barclays analyst estimating 36% potential upside from now.

Upcoming Foldable iPhones Make These 2 Chip Stocks a Buy Now, According to Barclays

Upcoming Foldable iPhones Make These 2 Chip Stocks a Buy Now, According to Barclays

As Apple inches toward foldable iPhones, Barclays is turning to chipmakers like Skyworks Solutions and Qorvo, seeing an opportunity to buy these stocks at attractive levels.

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Should You Buy the Post-Earnings Dip in Micron Stock Today?

Micron shares sink as capex guidance and Ras Laffan incident weighs on an otherwise blockbuster Q2 earnings release. Barclays recommends buying the dip in MU stock.

Ignore the China Drama and Buy Applied Materials Stock

One analyst has a clear message for Applied Materials stock with a rating upgrade.

Nvidia Might Be Getting Into the Humanoid Robot Game. Should You Buy NVDA Stock Here?

Nvidia stock in focus following reports that the AI behemoth is venturing into humanoid robots. Barclays sees upside in NVDA shares to $200.

Barclays Just Slashed Its Nvidia Price Target. How Should You Play NVDA Here?

Barclays trims expectations for Nvidia stock, citing Trump tariffs and the emerging trade war. Is it time to sell NVDA shares now?

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Legendary Investor Stanley Druckenmiller Dumped Nvidia Stock Last Year. Should You?

Legendary Investor Stanley Druckenmiller Dumped Nvidia Stock Last Year. Should You?

Should investors mirror Druckenmiller’s move to offload Nvidia shares, or should they stay bullish on the chip giant’s AI-driven growth story?

Apple's Newest Cheapest iPhone Gets Release Date, But Still no Price Tag

Apple's Newest Cheapest iPhone Gets Release Date, But Still no Price Tag

Apple has reportedly set a release date for its much-anticipated iPhone SE 4. However, there is no word yet on exactly how much Apple's low-budget model will cost.

International Business Times

iPhone SE 4 release date reportedly confirmed — here's when the new cheap iPhone is coming

iPhone SE 4 release date reportedly confirmed — here's when the new cheap iPhone is coming

A Barclays analyst team's research note has seemingly confirmed an early 2025 release for the iPhone SE 4 with Apple's own 5G modem.

Analysts Continue To See Sharp Upside In SMART Global Post Q2 Results

Analysts Continue To See Sharp Upside In SMART Global Post Q2 Results

Analysts had a mixed take on SMART Global Holdings Inc (NASDAQ:SGH) post Q2 results. Needham analyst Ravindra Gill raised the price target to $45 (89% upside) with a Buy rating following the seventh consecutive beat raise quarter. SGH remains the firm's Top Pick for 2022. SGH's commercial and government customers have already designed and contracted the…

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