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semiconductor: Archive

Ethan Feller

Bull of the Day: Nvidia (NVDA)

Nvidia shares breakout again as analysts upgrade the outlook on the world's leading AI stock

NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Dec 24, 2025

Wall Street closed higher on Tuesday for the fourth consecutive day supported by the strong momentum of AI trade.

MRVLPositive Net Change

Urmimala Biswas

Quantum Enablers Poised for 40% Plus Growth in 2026: INTC, AVGO & TER

INTC, AVGO and TER stand out as quantum enablers, already generating revenues and projected to deliver 40%+ earnings growth in 2026.

LMTNegative Net Change INTCNegative Net Change AMDNegative Net Change TERPositive Net Change AVGOPositive Net Change

Om Jaiswal

NVTS Leans on Strategic Partnerships: Will This Fuel Long-Term Growth?

Navitas Semiconductor is doubling down on strategic partnerships to strengthen its global reach and prepare for scaling in high-power markets.

WOLFNegative Net Change ONNegative Net Change NVTSNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Micron Technology and Seagate Technology

NVIDIA tops a screen of profitable S&P 500 stocks, with Micron Technology and Seagate Technology also standing out for strong net income ratios.

STXNegative Net Change MUNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Ralph Lauren, Expedia and Cencora

NVIDIA leads a group of stocks near 52-week highs, as Zacks highlights momentum-driven upside potential alongside Ralph Lauren, Expedia and Cencora.

NVDAPositive Net Change EXPENegative Net Change RLNegative Net Change CORPositive Net Change

Zacks Equity Research

Stock Market News for Dec 23, 2025

U.S. stock markets closed higher on Monday to start the Christmas week.

NVDAPositive Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Year-End Window Dressing? 3 Stocks Funds May Buy Late in 2025

Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

WDCPositive Net Change MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change PLTRPositive Net Change

Nalak Das

Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026

NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

MUNegative Net Change NVDAPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Royal Gold, NVIDIA, Expedia and Powell

NVIDIA leads a fresh GARP screen as AI demand, data center growth and expanding platforms highlight why select growth stocks look compelling now.

NVDAPositive Net Change EXPENegative Net Change RGLDPositive Net Change POWLPositive Net Change

Supriyo Bose

Can Completion of Qualcomm's Alphawave Buyout Deal Propel Its Shares?

QCOM completes $2.4B Alphawave Semi buyout, aiming to boost AI, data center and 5G chip capabilities for future growth.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Anirudha Bhagat

NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?

NVDA's surging AI data center revenues and faster earnings growth outshine peers, positioning the stock as the stronger buy over rivals right now.

NVDAPositive Net Change AMATPositive Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: Micron, Credo, Coca Cola in Focus

Micron, Credo and Coca-Cola headline Zacks' latest wins, with select portfolios and focus lists posting sharp gains despite a mixed market week.

KONegative Net Change AMGNPositive Net Change SBUXNegative Net Change NUPositive Net Change MUNegative Net Change TMOPositive Net Change LRCXNegative Net Change DYPositive Net Change AERNegative Net Change CRDONegative Net Change HGPositive Net Change

Anirudha Bhagat

Lam Research Hits 52-Week High: Is the Stock Still Worth Buying?

LRCX hits a 52-week high as AI-driven chip demand boosts shipments, earnings and margins, raising the question of whether the stock still offers upside.

KLACPositive Net Change ASMLPositive Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Stock Market News for Dec 22, 2025

U.S. stock markets closed higher on Friday after artificial intelligence (AI) trade regained momentum.

MUNegative Net Change NVDAPositive Net Change ORCLNegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, Netflix & Merck

New research highlights NVIDIA's AI-driven growth, Netflix's ad-tier momentum and Merck's pipeline progress, while microcaps also make the cut.

MRKPositive Net Change NFLXPositive Net Change MDTNegative Net Change UBSPositive Net Change NVDAPositive Net Change CPIXNegative Net Change SCCOPositive Net Change MCEMPositive Net Change

Aparajita Dutta

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

MUNegative Net Change SMHPositive Net Change SOXXPositive Net Change FTXLPositive Net Change SOXQPositive Net Change

Zacks Equity Research

Stock Market News for Dec 19, 2025

U.S. stocks rebounded on Thursday, snapping a four-day losing streak, as soft inflation data raised hopes of interest rate cuts by the Federal Reserve in 2026 and blowout guidance from Micron Technology hinted at robust demand for artificial intelligence (AI).

WDCPositive Net Change MUNegative Net Change SNDKPositive Net Change

Tirthankar Chakraborty

Micron's Blowout Earnings: The Best AI Stock for 2026?

MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.

AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change

Ethan Feller

Micron Shares Jump on Earnings Beat - What's Next?

Micron Technology shares surge on an earnings beat and strong forward guidance. Can the stock continue this historical run?

MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

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

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

ACMRNegative Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Fall in the Last Leg of 2025

COMM, DDS and SANM show strong long-term momentum with recent pullbacks???an ideal setup for trend-savvy investors.

DDSPositive Net Change SANMPositive Net Change COMMNegative Net Change

Anirudha Bhagat

Will EUV Adoption in Logic and DRAM Lift ASML's Margins Over Time?

ASML Holding's margins are increasingly tied to EUV adoption in logic and DRAM, as higher-priced tools and service revenues lift profitability over time.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Zacks Equity Research

Micron Technology Stock Soars 9% on Q1 Earnings Beat, Strong Guidance

MU shares jump 9% after Q1 FY26 earnings beat estimates, driven by strong HBM demand and upbeat Q2 guidance.

MUNegative Net Change NVDAPositive Net Change MRVLPositive Net Change LITENegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Dec. 18

MU, SANM and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 18, 2025.

MUNegative Net Change SANMPositive Net Change PAHCNegative Net Change