Barclays ******* yst Simon Coles says the recent pullback in Tower Semiconductor (TSEM) shares is an opportunity to load up on a quality name at a meaningful discount. In a research note this morning, Coles ******* umed coverage of the independent specialty foundry with an "Overweight" rating and a $310 price target that signals potential upside of nearly 40% from here.
Tower Semiconductor stock has been in a sharp downtrend in recent months, currently trading about 30% below its June high.
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Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top stocks to buy according to Whale Rock Capital Management. On June 18, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has shipped more than five million coherent photonic integrated circuits (PICs) to global customers of its partner Marvell Technology.
These chips are used in coherent optical transceivers, which are specialized components that transmit data over fiber optic cables. According to Tower, these components are increasingly needed to link data centers as AI computing drives up demand for network bandwidth and speed. It added that coherent PICs are harder to build than simpler chip types because they must precisely control both the phase and polarization of light. Tower has been working with Marvell to push this technology forward, including combining silicon with other specialized materials, stacking electronic components in three dimensions, and using an advanced packaging method known as V-Grooves to improve how light is guided through the chip.
Dr. Ed Preisler, who leads Tower's RF Business Unit, said the company's photonics manufacturing platforms need to keep evolving alongside the requirements of coherent optical transceivers, and that Tower is proud of its partnership with Marvell in this area.
For Dr. Radha Nagarajan, Marvell's chief technology officer for optical engineering, the shipment is a milestone that proves the strength of the two companies' collaboration. Nagarajan added that Marvell intends to keep working with Tower to develop next-generation coherent technology suited to large-scale data center networks.
Tower Semiconductor Ltd. (NASDAQ:TSEM) is a specialized semiconductor foundry. It provides technology, development, and process platforms for integrated circuits, including SiPho, SiGe, CMOS image sensor, RF CMOS, mixed signal CMOS, non-imaging sensors, and integrated power management technologies.

Shares of Tower Semiconductor (NASDAQ: TSEM) fell 7.4% on Friday.
Tower is an Israeli semiconductor manufacturing company that produces specialty semiconductor nodes. Those aren't the most leading-edge, cutting-edge chips produced by the likes of Taiwan Semiconductor Manufacturing (NYSE: TSM). However, Tower has become a massive AI winner, with the stock up a whopping 465% over the past year, due to its specialized silicon photonics technology. AI data centers are switching from copper to silicon photonics networking right now, so Tower's growth and future expectations have exploded.
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However, investors are in a profit-taking mood today after a rumor emerged yesterday that OpenAI may delay its IPO.
Yesterday, The New York Times reported that artificial intelligence pioneer OpenAI may delay its initial public offering, originally planned for this year, into 2027. According to the article, OpenAI's hesitation stems from the public debut of ****** e Exploration Technologies (NASDAQ: SPCX) and its subsequent price action.

Prince William may be preparing for life as king, but behind palace walls, the future monarch is reportedly holding tightly to something much more ordinary: time with his closest friends. Fresh details are shedding light on the Prince of Wales’ carefully protected inner circle, revealing how the royal reportedly escapes the pressures of palace life through football trips, pub outings, barbecues, and annual holidays with what insiders call “the lads.”
The glimpse into Prince William’s private world comes after the prince was spotted looking more carefree than ever while celebrating Aston Villa’s Europa League triumph in Istanbul.
According to a royal source, Prince William increasingly values the rare moments he gets to spend outside the rigid expectations of royal life. “He’s a 40-something bloke, well off, with a happy family, but all that currently waits for him is a metaphorical straitjacket and a very heavy crown,” the source told Daily Mail.
The insider added that William is said to treasure his “life with the lads,” leaning on a close-knit circle of longtime friends as the reality of eventually becoming king grows heavier. Those friendships were reportedly on full display during his recent football trip to Istanbul, where William joined close friends to cheer on Aston Villa.
Among those reportedly joining Prince William in Turkey were longtime friends Thomas van Straubenzee, Edward van Cutsem, Edward’s teenage son Jake, and friend Ben Dawes. Thomas, now a senior executive at estate agency Knight Frank and godfather to Princess Charlotte, has known William since childhood.