Lisa Kailai Han

1 week ago | cnbc.com | Lisa Kailai Han

Tariff headwinds don't seem to be hurting Taiwan Semiconductor for now. The semiconductor company posted revenue of 839.25 billion New Taiwan dollars, beating the NT$835.13 billion analysts polled by LSEG had expected. The company's net income of NT$361.56 billion also exceeded the NT$354.14 billion forecast. U.S.-listed shares of the semiconductor giant traded slightly higher after the results were posted, bucking the mostly negative trend in the broader market.

1 week ago | cnbc.com | Lisa Kailai Han

Citigroup sees a bright future ahead for shares of emergency power provider Generac Holdings . Analyst Vikram Bagri upgraded the Wisconsin-based energy manufacturer to a buy rating from neutral in a npte released Thursday. Bagri's share price target of $138 implies that Generac could rise 25% from current levels. Generac has slumped 31% in the past three months, leaving it at a "significant discount" versus historical multiples. GNRC 3M mountain GNRC has slumped in 3 months.

1 week ago | cnbc.com | Lisa Kailai Han

UBS now sees less upside for Nvidia following the company's warning. Earlier this week, Nvidia said that it will record a $5.5 billion charge tied to exporting H20 graphics processing units to China, among other destinations. Nvidia said in a regulatory filing that the U.S. government informed the company it would require a license to export the chips to several countries, including China. This led UBS to lower its price target for Nvidia to $180 from $185.

1 week ago | cnbc.com | Lisa Kailai Han

It's time to move to the sidelines on Microsoft , according to KeyBanc. Analyst Jackson Ader downgraded the "Magnificent Seven" titan to sector weight from overweight and removed his price target for the stock. "It's been a frustrating time for Microsoft's stock over the last year or so, and we are taking whatever razor-thin outperformance shares have eked out YTD and moving on," Ader wrote. "To be clear, this isn't about calling a quarter or anything like that.

1 week ago | cnbc.com | Lisa Kailai Han

As the first-quarter earnings season kicks into overdrive, Piper Sandler shared some stocks that could surpass investors' expectations. Blockbuster names slated to report this week include Netflix , American Express , UnitedHealth , D.R. Horton and Charles Schwab . With this earnings season falling in a time of extreme market uncertainty, investors may get their first clues on how President Donald Trump's new tariffs might affect companies going forward.