In a report released today, Sara Russo from Bernstein maintained a Buy rating on Infineon Technologies AG (IFNNF – Research Report), with a ...

Shares of STMicroelectronics NV (STM) fell over 1% in mid-day trade on Wednesday after analysts at Bernstein downgraded the ...

Bernstein analyst Sara Russo maintained a Sell rating on ARM Holdings PLC ADR (ARM – Research Report) yesterday and set a price target of ...

Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one ...

Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China ...

“leaving investors with a challenging view for the year ahead with no clear bottom in sight,” analyst Sara Russo said in a Wednesday note. By contrast, STMicroelectronics’ peer Infineon ...

Analyst Sara Russo of Bernstein said she agreed with the CEO's viewpoint, but she also highlighted that DeepSeek's impact is only just starting to be felt and ASML is a supply chain company.

"Investors want to get comfortable that ASML's bookings support 2025 guidance, and that they are beginning to build the backlog for growth into 2026," said Bernstein analyst Sara Russo. DeepSeek ...