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semiconductor: Archive

Mark Vickery

Markets Rally Ahead Despite Potential Complications

As the tariff deadline comes and goes, a new possible 50% tariff on Brazil emerges.

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Shaun Pruitt

Nvidia Hits $4 Trillion Market Cap: Buy, Hold, or Take Profits in NVDA?

Hitting a 52-week and all-time high of $164 a share (post-split basis), Nvidia became the first company to hit a $4 trillion market cap on Wednesday,

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Urmimala Biswas

After a 246% Rally, Is Navitas Semiconductor a Buy or a Hold in 2025?

After a 246% rally in three months, NVTS is exhibiting strength in GaN and SiC tech but soft revenues and high P/S may stall momentum.

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Ethan Feller

3 Top Technology Stocks to Buy Now (UBER, COIN, MU)

Uber Technologies, Micron Technology and Coinbase Global are market outperformers and represent the forefront of modern technology stocks

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Zacks Equity Research

AMAT Rides on AI Demand: Will Logic and DRAM Strength Last?

Applied Materials gains from booming AI demand, with traction across its foundry, logic and DRAM offerings.

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Zacks Equity Research

SKYT Gross Margin Rises on Wafer Services Rebound: Is it Sustainable?

SkyWater posts a 730-bps gross margin jump as ThermaView drives wafer services growth. The Fab 25 acquisition can extend the momentum.

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Anirudha Bhagat

NVIDIA Bets on Sovereign AI: Will It Shield Against Trade War?

As trade war restrictions bite, NVDA pivots to sovereign AI with big bets in Europe, Saudi Arabia and beyond.

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Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

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Zacks Equity Research

Taiwan Semiconductor and Cloudflare have been highlighted as Zacks Bull and Bear of the Day

TSMC surges on AI chip demand, while Cloudflare stumbles under lofty valuations and weak EPS momentum.

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Shaun Pruitt

2 Highly Ranked Semiconductor Stocks to Buy Now: CRDO, NVMI

With semiconductors being critical to electronic components, Credo Technology Group (CRDO) and Nova Limited (NVMI) are two standouts in the tech sector at the moment.

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Sridatri Sarkar

Navitas Strengthens GaN and SiC Footprint With Major Alliances

NVTS forges major alliances to drive GaN and SiC adoption across AI, EV charging and clean energy.

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Bryan Hayes

Is Aehr Test Systems (AEHR) A 'Buy' Ahead of Fiscal Q4 Earnings Announcement?

Aehr Test Systems exceeded the mark during the previous quarter when the company posted a 458% earnings beat.

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Zacks Equity Research

Company News for Jul 7, 2025

Companies in The News Are: SNPS, DDOG, MSFT, TRIP

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Zacks Equity Research

Stock Market News for Jul 7, 2025

Wall Street closed higher on Thursday, driven by tech stocks to round off a holiday-shortened week.

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Shuvra Shankar Dey

Has ARM's 16% Decline Over a Year Created a Buying Opportunity?

ARM's 16% stock drop trails a booming sector, as risks in China, valuation, and strategy spark investor caution.

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Anirudha Bhagat

MU vs. TXN: Which Semiconductor Stock Is the Better Buy Today?

Micron's AI momentum, faster earnings growth and more attractive valuation give it an edge over Texas Instruments right now.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Palantir, NVIDIA, Microsoft, Amazon.com and Alphabet

PLTR and NVDA are both gaining from the AI boom, but only one stands out as the better stock for stable returns in 2H25.

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Zacks Equity Research

Zacks Market Edge Highlights: PANW, PLTR and AVGO

PLTR, PANW and AVGO are hitting new highs as earnings surge. Here's why they are top growth picks for late 2025.

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Sridatri Sarkar

Navitas' GaN Power ICs Gaining Traction: What's Fueling It?

NVTS expands its GaN footprint with major mobile, EV and solar wins as 2024 revenues jump over 50% year over year.

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Sraddha Singha

Will Semiconductor and Biotech Drive EMCOR's Bookings?

EMCOR hits record RPOs as CHIPS and IRA acts drive long-term demand across semiconductor and biotech markets.

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Zacks Equity Research

Is the Options Market Predicting a Spike in Advanced Energy Industries Stock?

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

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Tirthankar Chakraborty

Better AI Stock for 2H25: NVIDIA or Palantir?

PLTR has surged 74.7% YTD, topping NVDA's 17.1% - but can it keep outperforming in the AI race despite its lofty valuation?

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Zacks Equity Research

KLAC Scales in Advanced Packaging: Is Growth Set to Increase Further?

KLAC boosts packaging tools to meet AI-driven chip demand, eyeing sharp revenue gains and deeper customer adoption.

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Nilanshi Mukherjee

AMD vs. Micron Technology: Which Semiconductor Stock Has More Upside?

MU's surging HBM demand, stronger earnings growth, and better valuation metrics may give it an edge over Advanced Micro Devices.

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Zacks Equity Research

MRVL's Margin Pressure Mounts as AI Revenues Rise: Is it Sustainable?

Marvell Technology rides AI chip demand to top-line growth, but higher costs and tight competition weigh on gross margins.

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