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semiconductor: Archive

Aniruddha Ganguly

Instinct GPUs Drive Data Center Growth: What's Ahead for AMD Stock?

AMD's data center AI momentum surges with Instinct GPUs, new partnerships and a $1T market outlook by 2030.

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Zacks Equity Research

Sandisk and Home Depot have been highlighted as Zacks Bull and Bear of the Day

SNDK shines as Zacks??? Bull with big beats and strong guidance, while Home Depot slips after an EPS miss and softer full-year expectations.

NVDAPositive Net Change SNDKNegative Net Change HDPositive Net Change BBAINegative Net Change

Zacks Equity Research

Arm Holdings' Power Efficiency Sets the Stage for AI and IoT Expansion

ARM's power-efficient architecture is driving deeper adoption as major tech players expand AI and IoT ambitions across devices.

QCOMNegative Net Change AAPLNegative Net Change ARMNegative Net Change

Subham Roy

MRVL to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Marvell readies its Q3 report with strong revenue growth forecasts and accelerating AI-driven momentum across key segments.

NVDAPositive Net Change MRVLPositive Net Change AVGONegative Net Change COHRNegative Net Change

Shreya Majumder

Is Credo Technology a Buy, Sell, or Hold Ahead of Q2 Earnings Release?

CRDO's fiscal Q2 2026 hinges on strong AEC and optical demand, but competition, customer reliance and macro uncertainty keep the outlook cautious.

MRVLPositive Net Change AVGONegative Net Change CRDOPositive Net Change ALABPositive Net Change

Mark Vickery

Top Research Reports for Broadcom, Meta & Coca-Cola

Broadcom rides strong AI chip demand and VMware integration gains as networking and custom accelerators propel its YTD outperformance.

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Derek Lewis

AI Earnings Roundup: NVIDIA & Palantir

Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.

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Subham Roy

Applied Materials' Margins Expand: Will the Momentum Sustain?

AMAT's high-margin chip tools and tighter cost controls are helping sustain margin gains even as R&D spending climbs.

ASMLPositive Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y

AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.

FORMNegative Net Change MRVLPositive Net Change CRUSNegative Net Change AMBANegative Net Change

Zacks Equity Research

Company News for Nov 26, 2025

Companies In The News Are: A, KEYS, SMTC, SYM.

ANegative Net Change SMTCNegative Net Change KEYSNegative Net Change SYMPositive Net Change

Zacks Equity Research

Stock Market News for Nov 26, 2025

Wall Street closed higher on Tuesday after a choppy session.

ADIPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 26

DY, MU and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 26, 2025.

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Mark Vickery

Top Analyst Reports for NVIDIA, AT&T & Amgen

NVIDIA's data center gains, AT&T's wireless momentum, and Amgen's product strength headline today's standout analyst reports.

TNegative Net Change AMGNNegative Net Change EPositive Net Change NVDAPositive Net Change GMPositive Net Change LHXNegative Net Change

Shuvra Shankar Dey

APP or ARM: Which AI-Driven Tech Stock Looks More Compelling Now?

AppLovin's AI-driven ad platform, rising profits and strong growth give the company an edge compared with Arm Holdings.

ARMNegative Net Change APPPositive Net Change

Om Jaiswal

NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?

Navitas Semiconductor leans into high-power markets as it joins NVIDIA's 800-volt AI factory ecosystem, aiming to turn early tech wins into future growth.

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Om Jaiswal

NVTS vs. AMD: Which Semiconductor Stock is a Better Buy Right Now?

As Navitas Semiconductor gains traction in high-power AI chips, Advanced Micro Devices' strong data-center results are tempered by near-term challenges.

AMDPositive Net Change NVTSNegative Net Change

Subham Roy

ADI vs. TXN: Which Semiconductor Stock Has an Edge Now?

Analog Devices' broad-based segment gains and margin strength set it apart as it outperforms Texas Instruments amid shifting semiconductor demand.

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Zacks Equity Research

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

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

UMCPositive Net Change

Anirudha Bhagat

Lam Research Soars 109% YTD: Is LRCX Stock Still Worth Buying?

LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

KLACNegative Net Change ASMLPositive Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Semtech's Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

SMTC's Q3 earnings jump 85%, while revenues soar 13%, primarily driven by strong demand across the data center and IoT markets.

LRCXNegative Net Change FORMNegative Net Change SMTCNegative Net Change CRUSNegative Net Change

Zacks Equity Research

Stock Market News for Nov 25, 2025

U.S. stock markets closed sharply higher on Monday to start the holiday-shortened last week of a volatile November.

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Zacks Equity Research

Pre-Markets in Green to Start Holiday-Shortened Week

Pre-Markets in Green to Start Holiday-Shortened Week.

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Subham Roy

AMAT Stock Rises 42.3% in 6 Months: Should You Buy, Sell or Hold?

AMAT's AI-driven product momentum and margin gains fuel optimism, even as export curbs and chip-market pressures temper the outlook.

KLACNegative Net Change ASMLPositive Net Change LRCXNegative Net Change AMATNegative Net Change

Anirudha Bhagat

Micron vs. Marvell: Which Chip Stock Is a Better Investment Bet?

MU's explosive AI-driven memory momentum and stronger valuation position the stock ahead of MRVL in today's chip race.

MUPositive Net Change MRVLPositive Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale

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