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semiconductor: Archive

Aritra Chatterjee

QCOM Lags Industry Year to Date: What's the Next Move for Investors?

Qualcomm faces handset weakness, a faster Apple revenue drop and margin pressure, while its data-center push remains unproven amid competition.

QCOMNegative Net Change INTCPositive Net Change AMDNegative Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for October 7th

MU, EQNR and OII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 7th, 2026.

MUNegative Net Change OIINegative Net Change EQNRNegative Net Change

Om Jaiswal

Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?

Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.

NVTSNegative Net Change STMNegative Net Change ONNegative Net Change

Ritujay Ghosh

4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time

Semiconductor sales top $1 trillion, spotlighting TSM, ADI, NVDA and MTSI as AI investment fuels industry growth.

ADINegative Net Change NVDANegative Net Change TSMNegative Net Change MTSINegative Net Change

Zacks Equity Research

New Strong Buy Stocks for October 7th

MU, EQNR, PR, SHEL and TIGO have been added to the Zacks Rank #1 (Strong Buy) List on October 7th, 2026.

MUNegative Net Change EQNRNegative Net Change TIGOPositive Net Change SHELNegative Net Change PRPositive Net Change

Shaun Pruitt

Buy These Top AI Stocks for Higher Highs: HPE, NVDA, TSM

These three top-ranked AI stocks are hitting new highs, but rising earnings estimates suggest their rallies may still have room to run.

NVDANegative Net Change TSMNegative Net Change HPEPositive Net Change

Derek Lewis

These 3 Red-Hot Stocks Have Benefited From AI Tailwinds

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) have all posted notable gains over the last month, with AI-related demand continuing to provide a strong industry-wide tailwind.

ENTGNegative Net Change TSMNegative Net Change MTSINegative Net Change

Urmimala Biswas

TSMC Q3 Earnings: Strong AI Demand Sets the Bar High for Growth

Strong AI demand, rising earnings estimates and the 2nm ramp increase expectations for TSMC's Q3 results as July-August sales stay on track.

TSMNegative Net Change INTCPositive Net Change AVGONegative Net Change

Subhasish Mukherjee

Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

AMKR's 84% rally in a year reflects AI-driven advanced-packaging growth, but premium valuation and capital-heavy expansion support a Hold stance.

AMKRNegative Net Change AVGONegative Net Change AMBANegative Net Change GFSNegative Net Change

Zacks Equity Research

MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

MRVLNegative Net Change MSFTNegative Net Change NVDANegative Net Change AVGONegative Net Change ALABNegative Net Change