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electronics: Archive

Subham Roy

Avnet to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

AVT heads into Q4 earnings with AI, networking and industrial demand lifting growth, but investors are watching if margin pressures temper the upbeat outlook.

AVTPositive Net Change ARWPositive Net Change SNXPositive Net Change CDWPositive Net Change

Zacks Equity Research

AXTI Q2 Earnings Call Highlights AI Capacity Expansion

AXT highlighted surging indium phosphide demand, AI data center connectivity growth and capacity expansion plans as it targets higher output and margins.

AXTIPositive Net Change

Zacks Equity Research

ALGM Q1 Earnings Call Highlights AI Data Center Growth

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

ALGMNegative Net Change

Zacks Equity Research

ASX Q2 Earnings Call Highlights AI Capacity Push

ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.

ASXPositive Net Change

Shaun Pruitt

AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

MUNegative Net Change NVDAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change METAPositive Net Change SKHYNegative Net Change

Shuvra Shankar Dey

Arm's AI Momentum is Undeniable, but is ARM Stock a Hold?

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

ARMNegative Net Change QCOMNegative Net Change NVDAPositive Net Change

Zacks Equity Research

LFUS Q2 Earnings Call Highlights Data Center Growth

Littelfuse's data center growth, industrial recovery and Basler acquisition drive momentum as management raises Q3 outlook on record bookings and demand.

LFUSPositive Net Change

Zacks Equity Research

Amphenol Q2 Earnings Call Highlights AI Connectivity Growth

APH delivers record Q2 results as AI infrastructure demand, acquisitions and strong orders fuel growth across connectivity markets.

APHPositive Net Change

Zacks Equity Research

QCOM Q3 Earnings Call Highlights AI Expansion

Qualcomm expands AI, automotive and data center plans while targeting $40 billion in non-handset revenues by fiscal 2029.

QCOMNegative Net Change

Zacks Equity Research

FLEX Q1 Earnings Call Highlights AI Infrastructure Growth

Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.

FLEXPositive Net Change