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semiconductor: Archive

Subham Roy

Will These 4 Semiconductor Stocks Beat Forecasts in Q3 Earnings?

Strong global chip demand and easing inflation set the stage as LSCC, MX, NVTS and ON gear up to report Q3 results.

LSCCNegative Net Change MXPositive Net Change ONNegative Net Change NVTSPositive Net Change

Om Jaiswal

NVTS Pre-Q3 Earnings Analysis: Should You Hold or Fold the Stock?

Navitas Semiconductor's Q3 results are likely to reflect strong AI and chip production gains, partially offsetting the negative impacts of China's weakness and tariff risks.

LRCXNegative Net Change MRVLPositive Net Change AMBAPositive Net Change NVTSPositive Net Change

Zacks Equity Research

ON Gears Up to Report Q3 Earnings: What's in the Cards for the Stock?

ON Semiconductor's Q3 results may reflect demand stabilization and Treo platform gains amid margin pressure.

EPAMPositive Net Change FICOPositive Net Change ONNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Monolithic Power Surpasses Q3 Earnings Estimates on Record Revenues

MPWR posts record Q3 revenues and beats earnings estimates, driven by strength across Automotive, Storage and Computing, and Industrial markets.

AKAMPositive Net Change MPWRNegative Net Change ANETNegative Net Change PINSPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 31st

UGP, LRCX and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 31, 2025

WDCPositive Net Change LRCXNegative Net Change UGPPositive Net Change

Sanghamitra Saha

Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change XLGPositive Net Change MGKPositive Net Change MAGSPositive Net Change FNGSPositive Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia

Nvidia hits a $5T milestone after unveiling AI, robotics, and quantum breakthroughs at its GTC event, fueling investor optimism.

NVDANegative Net Change

Mark Vickery

Top Analyst Reports for Broadcom, Johnson & Johnson and Palantir

Broadcom's AI surge, J&J's resilient growth, and Palantir's defense-driven momentum headline today's top analyst reports.

JNJNegative Net Change STXNegative Net Change FOSLPositive Net Change AVGONegative Net Change HCANegative Net Change PLTRPositive Net Change MITQPositive Net Change RDDTPositive Net Change

Shuvra Shankar Dey

MVST vs. Arm Holdings: Which Tech Growth Stock is the Better Placed?

Microvast's solid-state battery innovation and ARM's chip architecture leadership highlight two paths in tech growth.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change MVSTPositive Net Change

Aniruddha Ganguly

Buy, Sell, or Hold AMD Stock? Key Tips Ahead of Q3 Earnings

Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change ORCLPositive Net Change

Zacks Equity Research

TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?

TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates.

INTCNegative Net Change TSMNegative Net Change GFSNegative Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMNegative Net Change JDNegative Net Change KCNegative Net Change

Bryan Hayes

Nvidia's Headline Flurry: Why You're Not Bullish Enough

Nvidia powered to a fresh record high following its GTC event, becoming the world's first company to achieve a $5 trillion market value.

NVDANegative Net Change

Zacks Equity Research

Stock Market News for Oct 30, 2025

U.S. stocks closed mixed on Wednesday, with the Dow ending lower and the S&P 500 finishing flat, after the Federal Reserve announced an interest rate cut but Fed Chair Jerome Powell cast uncertainty over another rate cut in December.

MSFTNegative Net Change MCDNegative Net Change NVDANegative Net Change COSTNegative Net Change GOOGLNegative Net Change METANegative Net Change

Sanghamitra Saha

FocusShould You Buy NVIDIA as It Nears $5T Market Cap? ETFs in Focus

NVIDIA inches closer to the $5-trillion market-cap mark. Play the AI chip boom via ETFs SHOC, SMH, SMHX, SOXY & SEMI.

NVDANegative Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change SMHXPositive Net Change SOXYPositive Net Change

Zacks Equity Research

Stock Market News for Oct 29, 2025

U.S. stocks ended higher on Tuesday, with all three major indexes posting fresh record closing highs as investors explored artificial intelligence (AI) and remained upbeat about corporate earnings, a day before the Federal Reserve makes a decision on interest rate cuts.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Anirudha Bhagat

Can Lam Research Sustain $5B-Plus Revenue Streak on Foundry Strength?

LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

KLACNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 29th

LRCX, FOX and CIB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 29, 2025.

LRCXNegative Net Change FOXNegative Net Change CIBPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, SAP, American Express, NVE and Espey

Zacks analysts spotlight NVIDIA, SAP, American Express, NVE, and Espey for their latest performance drivers, growth catalysts, and valuation outlooks.

AXPPositive Net Change NVDANegative Net Change SAPPositive Net Change ESPNegative Net Change NVECPositive Net Change

Mark Vickery

Top Research Reports for NVIDIA, SAP & American Express

NVIDIA gains from AI-driven data center demand, SAP lifts cloud outlook, and American Express rides travel and spending momentum.

RFNo Net Change AXPPositive Net Change EPositive Net Change NVDANegative Net Change SAPPositive Net Change HCANegative Net Change ESPNegative Net Change NVECPositive Net Change

Sejuti Banerjea

Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics

Semiconductor stocks power the AI era, tested by trade tensions and rich valuations. NVIDIA leads, while STMicroelectronics eyes recovery.

STMPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCOPositive Net Change AVGONegative Net Change

Anirudha Bhagat

Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?

LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Aritra Chatterjee

Will QCOM's New AI Inference Solutions Boost Growth Prospects?

Qualcomm's new AI200 and AI250 cards promise powerful, efficient AI inference for next-gen data centers.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change NVDANegative Net Change

Zacks Equity Research

Will Lower Revenues Adversely Impact Qorvo's Q2 Earnings?

QRVO eyes innovation and 5G growth to offset revenue pressure ahead of its fiscal Q2 earnings report.

QCOMPositive Net Change AMDPositive Net Change FTNTPositive Net Change QRVONegative Net Change