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semiconductor: Archive
TRT vs. INTT: Which Semiconductor Testing Stock Is the Better Buy?
by Debanjana Dey
Trio-Tech and InTest ride on different testing and process technology tailwinds, but which looks more compelling now? Let's dive in.
INTTNegative Net Change TRTNegative Net Change
electronics semiconductor tech-stocks
Top China Tech Plays Worth Adding to Your Portfolio in 2H26
by Vasundhara Sawalka
NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.
NTESPositive Net Change TSMNegative Net Change GDSNegative Net Change KCNegative Net Change
artificial-intelligence china cloud-computing electric-vehicles medical-devices robotics semiconductor tech-stocks thematic
AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape?
by Subhasish Mukherjee
AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.
AXTINegative Net Change SMTCNegative Net Change LITENegative Net Change
artificial-intelligence semiconductor tech-stocks
Q2 Earnings & Inflation Numbers to Inform Trading Week
by Mark Vickery
Big banks report earnings, and CPI brings us the latest Inflation Rate, Tuesday morning.
GSNegative Net Change BACNegative Net Change WFCNegative Net Change JPMNegative Net Change CNegative Net Change NVDANegative Net Change SNDKNegative Net Change SKHYNo Net Change
inflation interest-rate oil-energy semiconductor
Will Micron's Long-Term Supply Contracts Improve Revenue Visibility?
by Anirudha Bhagat
MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.
MUNegative Net Change WDCNegative Net Change STXNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B?
by Anirudha Bhagat
Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.
LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Buy These 4 Tech Stocks That Are Still Cheap Despite 100%+ YTD Rally
by Anirudha Bhagat
SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.
MUNegative Net Change SNDKNegative Net Change HPENegative Net Change APPSNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Beat the Market Like Zacks: Micron, UnitedHealth, J. M. Smucker in Focus
by Abhinab Dasgupta
MU, UNH and SJM highlight recent gains across Zacks portfolios as the firm showcases performance amid mixed markets.
AMDNegative Net Change UNHPositive Net Change ADPPositive Net Change VMINegative Net Change MUNegative Net Change SJMPositive Net Change CECONegative Net Change MPWRNegative Net Change SIMONegative Net Change MNSTNegative Net Change ARCBPositive Net Change
business-services medical semiconductor
Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?
by Shaun Pruitt
Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.
AAPLPositive Net Change AVGONegative Net Change NVDANegative Net Change
artificial-intelligence computers earnings electronics investing large-cap semiconductor tech-stocks
Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead
by Tirthankar Chakraborty
Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change
artificial-intelligence semiconductor tech-stocks