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semiconductor: Archive

Zacks Equity Research

Can Intel's AI Push With Infosys Deal Drive Long-Term Growth?

INTC teams up with Infosys to scale enterprise AI from experiments to real-world deployments using advanced hardware and software solutions.

INTCPositive Net Change AMDPositive Net Change INFYNegative Net Change NVDAPositive Net Change

Subham Roy

Should You Buy, Sell or Hold ASML Stock at a P/E of 36.67X?

ASML Holding trades at a steep 36.67X P/E after an 89% one-year rally, but EUV dominance, AI-driven chip demand and a EUR 38.8B backlog support outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Arijit Sarkar

Can Silicon Motion's AI Storage Innovations Drive Future Growth?

SIMO to unveil AI-optimized boot storage and enterprise SSD controllers at Embedded World 2026, targeting industrial systems, automotive AI computing and data center workloads.

WDCPositive Net Change MRVLPositive Net Change SIMONegative Net Change

Subham Roy

MRVL Surges 18.4% Post Q4 Earnings: Time to Hold or Fold the Stock?

Marvell Technology jumps 18.4% after Q4 results beat estimates, fueled by AI data center demand, but valuation concerns and risks may temper investor enthusiasm.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change ALABNegative Net Change

Aniruddha Ganguly

Broadcom Shares Rise 5% Post Q1 Earnings: Buy, Sell or Hold?

AVGO jumps after a Q1 beat as AI-driven semiconductor revenues surge and Q2 outlook points to $22B sales, but a premium valuation could limit the upside.

AMDPositive Net Change NVDAPositive Net Change SWKSNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Marvell Technology Q4 Earnings Beat Estimates, Revenues Rise Y/Y

MRVL posts Q4 beat with 33% EPS growth and higher revenues, powered by surging data center demand as the segment drives most of the total sales.

MUPositive Net Change MRVLPositive Net Change HUYAPositive Net Change GETYNegative Net Change

Supriyo Bose

Should You Avoid QCOM Stock Amid Declining Estimate Revisions?

Qualcomm faces falling FY26???27 estimates, China trade pressure, softer handset demand and rising R&D costs, raising concerns about margins and near-term growth.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Shaun Pruitt

Buy Broadcom Stock After AI Fuels Record Q1 Sales & Positive Guidance?

Broadcom is emerging as a standout in a volatile trading week marked by Middle East tensions, rising oil prices, and private credit worries.

AVGOPositive Net Change

Derek Lewis

3 Red Hot AI Stocks Sporting Favorable Zacks Ranks: SNDK, WDC, TER

Many AI-related stocks have crushed it overall in 2026, with recent weakness among these three top-rated stocks perhaps alluding to a nice buying opportunity.

WDCPositive Net Change SNDKPositive Net Change TERPositive Net Change

Zacks Equity Research

Broadcom Q1 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise

AVGO beats fiscal Q1 estimates as revenues jump 29.5% to $19.31B, fueled by 106% AI revenue growth; shares climb, and fiscal Q2 outlook points to surging AI demand.

TERPositive Net Change AVGOPositive Net Change AEISPositive Net Change IPGPNegative Net Change