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semiconductor: Archive
The Burst Phenomenon: Why Tesla's Stock Stagnation Will Soon End
by Andrew Rocco
While Tesla's price action has been lackluster lately, history proves that these frustrating lulls are often the quiet before the bull storm.
INTCNegative Net Change AAPLPositive Net Change TSLANegative Net Change
artificial-intelligence investing semiconductor
Should You Buy TSM Stock Ahead of Q2 Earnings on HPC Strength?
by Urmimala Biswas
TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.
TSMNegative Net Change INTCNegative Net Change AVGONegative Net Change
artificial-intelligence earnings-estimates-revisions earnings-outlook earnings-preview earnings-report earnings-streak earnings-surprise semiconductor tech-stocks
IonQ's Roadmap Execution Underpins Commercial Growth
by Sridatri Sarkar
IONQ's growth hinges on delivering its 256-qubit roadmap on schedule as chip milestones, presales and customer deployments shape recurring revenues.
IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change
internet semiconductor
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 GDSPositive 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 WFCPositive Net Change JPMNegative Net Change CNegative Net Change NVDANegative Net Change SNDKNegative Net Change SKHYNegative 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