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semiconductor: Archive

Mark Vickery

Top Stock Reports for Broadcom, Visa & Home Depot

Broadcom rides AI semiconductor momentum while Visa and Home Depot navigate mixed trends, highlighting shifting dynamics across tech, payments and retail sectors.

ACNPositive Net Change VPositive Net Change UBSNegative Net Change HDNegative Net Change AMATNegative Net Change AVGOPositive Net Change BAFNPositive Net Change

Andrew Rocco

Strategic Partnerships Fuel Intel's Turnaround

The combination of a massive 2027 earnings forecast and the recent breakout in price action suggests that Intel is no longer the underdog of the semiconductor world, but a revitalized titan.

INTCPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Can Qualcomm's Snapdragon Innovations for Wearables Drive Growth?

QCOM's Snapdragon Wear Elite boosts smartwatch performance, AI health features and battery life for a smarter wearable experience.

QCOMNegative Net Change AAPLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can INTC's Advancements in AI Inference Bolster Its Market Position?

Intel showcases stronger AI inference in MLPerf v6.0, with Xeon 6 CPUs and Arc Pro GPUs boosting performance, scalability and efficiency across workloads.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change METANegative Net Change

Subham Roy

Can MRVL's Integration With NVIDIA be the Next Growth Engine?

Marvell Technology deepens NVIDIA tie-up, boosting its role in AI infrastructure and unlocking new growth avenues in high-speed connectivity and custom silicon demand.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

Can Global Memory Chip Shortage Drive Applied Materials' Growth?

AMAT rides on AI-driven chip demand and memory shortages into 2026, but can high-margin innovations offset consumer electronics weakness?

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Company News for Apr 2, 2026

Companies in The News Are: INTC, APO, LLY, AAL, LUNR

INTCPositive Net Change LLYNegative Net Change AALNegative Net Change APONegative Net Change LUNRPositive Net Change

Anirudha Bhagat

Can TSM Meet FY26 Margin Guidance Amid Fab Expansion Cost Pressures?

TSM targets gross margin expansion in 2026 despite costly global fab expansion, banking on AI chip demand, scale and utilization to offset rising overseas production expenses.

INTCPositive Net Change TSMNegative Net Change GFSNegative Net Change

Anirudha Bhagat

Will Rising AI Storage Needs Fuel Micron's NAND Growth Through FY27?

MU's NAND surge rides on AI-driven SSD demand, with data center traction and tight supply setting up strong growth momentum through FY27.

STXPositive Net Change MUNegative Net Change SNDKPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About Skyworks Stock We Don't?

Investors need to pay close attention to SKWS stock based on the movements in the options market lately.

SWKSPositive Net Change