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electronics: Archive

Shreya Majumder

ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue

ONTO's $720M Rigaku stake adds X-ray process control to its portfolio, targeting a roughly $1B market as chip structures grow more complex.

ONTONegative Net Change KLACNegative Net Change NVMINegative Net Change

Zacks Equity Research

FN Q4 Earnings Call Highlights Data Center Growth and Capacity

Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.

FNNegative Net Change

Shreya Majumder

Can Cirrus Logic's Strong Q1 Offset Cautious Q2 Revenue Guidance?

CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.

CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change

Shreya Majumder

Is CRUS Worth Buying as Low Valuation Meets Slower Earnings Growth?

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change

Shreya Majumder

CRUS Falls 12.2% in the Past Month as Growth Risks Pressure Outlook

Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.

CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change

Shaun Pruitt

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

AMATNegative Net Change MUNegative Net Change TSMNegative Net Change SKHYNegative Net Change

Supriyo Bose

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

IBMPositive Net Change ASTSNegative Net Change TPositive Net Change MSFTPositive Net Change VZPositive Net Change

Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

LSCCNegative Net Change SIMONegative Net Change

Zacks Equity Research

AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

AMATNegative Net Change

Shaun Pruitt

Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH

Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.

EMRNegative Net Change BDXNegative Net Change PHNegative Net Change EDPositive Net Change