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semiconductor: Archive

Subham Roy

ADI's Communications Segment Improves: Is the Momentum Sustainable?

Analog Devices' communications unit surges 40% in Q3, fueled by AI-driven data centers and 5G investment, but competition remains intense.

ADIPositive Net Change TXNPositive Net Change AVGONegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Tutor Perini, RF Industries and A-Mark Precious Metals

Tutor Perini, RF Industries, and A-Mark Precious Metals emerge as relative price strength leaders to watch.

TPCPositive Net Change AMRKPositive Net Change RFILPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Nvidia, CQQQ and FXI

Alibaba and Baidu surge past $100 with AI momentum, while ETFs like CQQQ and FXI offer broader China tech exposure.

NVDAPositive Net Change BIDUNegative Net Change FXINegative Net Change CQQQNegative Net Change BABANegative Net Change

Santanu Roy

4 Must-Buy Efficient Stocks to Buy Amid Volatile Market Conditions

Wolverine World Wide, Interface, BuildABear Workshop, and Analog Devices stand out for high efficiency and strong earnings surprises.

ADIPositive Net Change WWWNegative Net Change BBWPositive Net Change TILEPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Dip on Tech Pullback

Momentum stocks like Wolverine, Carpenter Technology and Astera Labs show strong yearly gains despite recent pullbacks.

CRSPositive Net Change WWWNegative Net Change ALABNegative Net Change

Anirudha Bhagat

Robotics Demand Rises: Will Jetson Thor Unlock a New Market for NVDA?

NVIDIA sees robotics as its next growth frontier, with the new Jetson Thor platform poised to drive adoption across industries.

QCOMNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Subham Roy

ADI vs. NXPI: Which Stock Has an Edge in Analog Signal Processing?

Analog Devices posts 25% revenue growth, gains from EV demand and hybrid manufacturing, standing out against NXP Semiconductors' headwinds.

ADIPositive Net Change NXPINegative Net Change

Zacks Equity Research

Credo Launches 224G PAM4 SerDes IP on TSMC N3 for 1.6T Networking

CRDO's 224G PAM4 IP on TSMC N3 boosts 1.6Tbps connectivity, powering next-gen AI and cloud workloads while expanding its SerDes portfolio.

IDCCPositive Net Change VSATPositive Net Change UIPositive Net Change CRDONegative Net Change

Zacks Equity Research

Gold Fields and Civitas Resources have been highlighted as Zacks Bull and Bear of the Day

Gold Fields shines as Zacks Bull of the Day with soaring earnings, while Civitas struggles in oil???s downturn as the Bear pick.

MUPositive Net Change NVDAPositive Net Change GFIPositive Net Change CIVIPositive 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

Can the Snapdragon X2 Elite PC Chip Be a Trump Card for Qualcomm?

QCOM's Snapdragon X2 Elite and X2 Elite Extreme debut with faster performance, longer battery life and advanced AI multitasking for Windows PCs.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?

Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.

INTCPositive Net Change TSMNegative Net Change GFSPositive Net Change

Zacks Equity Research

Stock Market News for Sep 25, 2025

Wall Street closed lower on Wednesday for the second day as market participants continued to book profits, particularly of technology stocks.

MUPositive Net Change NVDAPositive Net Change ORCLNegative Net Change

Tirthankar Chakraborty

Micron or NVIDIA: Which AI Stock Looks Attractive and Worth a Buy?

Micron's surging HBM chip sales and NVIDIA's AI hardware dominance fuel growth, but valuation gaps make Micron look like the smarter buy.

MUPositive Net Change NVDAPositive Net Change

Shuvra Shankar Dey

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent's data center surge and transceiver breakthroughs put it ahead of Arm, which faces and RISC-V threats.

QCOMNegative Net Change AAPLNegative Net Change ARMNegative Net Change COHRPositive Net Change

Zacks Equity Research

Pre-Markets Return to Positive Territory

Pre-Markets Return to Positive Territory.

MUPositive Net Change COSTNegative Net Change KBHPositive Net Change SFIXNegative Net Change

Zacks Equity Research

MRVL's Carrier Infrastructure Segment Recovering: What Lies Ahead?

Marvell Technology's carrier infrastructure revenues surge 71.4% y/y as product refreshes, inventory normalization and strong adoption fuel recovery momentum.

QCOMNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Anirudha Bhagat

Lam Research Soars 71% in Six Months: Book Profit or Hold LRCX Stock?

LRCX surges 70% in six months, fueled by AI chip demand and strong earnings, but near-term risks cloud its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Rimmi Singhi

After Intel & MP Materials, Is Trump Eyeing Stake in Lithium Americas?

LAC surges roughly 80% in after-hours trading following reports that Trump may buy a 10% stake and revisit loan terms for its Thacker Pass project.

INTCPositive Net Change AAPLNegative Net Change NVDAPositive Net Change MPNegative Net Change LACNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, Advanced Micro Devices, Nvidia and Super Micro Computer

Intel surges as the U.S. government and Nvidia take stakes, fueling optimism in AI, data centers, and autonomous tech.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change SMCINegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Broadcom, CoreWeave, Dell Technologies and Oracle

Nvidia's $100B bet on OpenAI sparks AI stock rallies, fuels AGI ambitions, and raises buzz of a trillion-dollar IPO.

DELLNegative Net Change NVDAPositive Net Change ORCLNegative Net Change AVGONegative Net Change CRWVNegative Net Change

Andrew Rocco

Skin in the Game: The US Government & Nvidia Back Intel

Despite years of struggle, Intel is on the cusp of a significant turnaround. The US government???s equity stake, Nvidia???s investment and collaboration, and Intel???s foundational role in AI make for an attractive investment.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change SMCINegative Net Change

Sanghamitra Saha

Here's Why Semiconductor ETFs Are Hitting 52-Week Highs

Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

PSIPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDNegative Net Change FTXLPositive Net Change SOXQPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, CoreWeave, Nebius and Apple

NVIDIA's $100B OpenAI partnership and surging iPhone 17 demand push markets and tech giants to record highs.

AAPLNegative Net Change NVDAPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

AMZNPositive Net Change AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change