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semiconductor: Archive

Aniruddha Ganguly

Alibaba's Qwen3.8-Max Intensifies AI Battle With U.S. Rivals

BABA's Qwen3.8-Max sharpens its AI challenge to U.S. rivals while expanding enterprise workloads, open-weight access and cloud monetization.

BABAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Can Strong Data Center Revenues Boost AMD's Top Line in Q2 Earnings?

AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.

AMDPositive Net Change INTCPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Supriyo Bose

3 Momentum Anomaly Stocks to Buy as Trump Calls Off Iran Strike Plan

SNDK, CRS and AMKR pair strong one-year gains with sharp weekly pullbacks, fitting a momentum-anomaly screen built for fast movers.

SNDKPositive Net Change CRSPositive Net Change AMKRPositive Net Change

Sridatri Sarkar

Quantum Computing Stock Pre-Q2 Earnings Release: To Buy, Hold or Sell?

QUBT's Q2 outlook pairs acquisition-led revenue growth with margin pressure, high costs and a steep valuation ahead of earnings.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Santanu Roy

Beat the Market the Zacks Way: Credo, Victoria's Secret, Bank of America in Focus

Credo Technology leads Zacks' latest market-beating highlights as strong stock gains and portfolio performance stand out despite a mixed U.S. economy.

BACPositive Net Change ADPPositive Net Change DGXNo Net Change HRLPositive Net Change MOVPositive Net Change MPWRNegative Net Change MTDPositive Net Change LNVGYPositive Net Change AXONPositive Net Change NOBLPositive Net Change CRDOPositive Net Change VSXYNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for August 3rd

FORM, LRCX, VRT, MBIN and SNDR have been added to the Zacks Rank #1 (Strong Buy) List on August 3rd, 2026.

LRCXNegative Net Change FORMPositive Net Change SNDRPositive Net Change MBINPositive Net Change VRTPositive Net Change

Tirthankar Chakraborty

NVIDIA vs. Sandisk: Which AI Stock Could Deliver Bigger Returns?

Sandisk is riding AI memory demand with strong revenue growth and bullish targets. See why it may offer more upside than NVIDIA.

NVDAPositive Net Change SNDKPositive Net Change

Aniruddha Ganguly

Amphenol Builds AI Edge Through Strategic Acquisitions: What's Ahead?

APH's acquisition deals deepen its AI infrastructure reach, lift 2026 expectations and broaden growth across key end markets.

APHPositive Net Change TELNegative Net Change BELFBNegative Net Change

Aniruddha Ganguly

Should Ultra Clean Stock Be in Your Portfolio Pre-Q2 Earnings?

Ultra Clean heads into Q2 earnings with AI-driven chip demand and rising fab activity, but a premium valuation and stiff competition raise the bar for execution.

UCTTPositive Net Change MKSIPositive Net Change ENTGPositive Net Change ICHRPositive Net Change

Zacks Equity Research

AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y

AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results.

AXTIPositive Net Change NVMINegative Net Change PAYCPositive Net Change ONTOPositive Net Change