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semiconductor: Archive

Shaun Pruitt

Is Apple Stock a Buy After Appeasing President Trump?

Apple's stock has spiked +10% in August, as the company has appeased President Trump's request to move chip manufacturing back to the U.S.

AAPLPositive Net Change AMZNNegative Net Change NVDAPositive Net Change AVGOPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Microchip Q1 Earnings Beat Estimates, Sales Down Y/Y, Shares Drop

MCHP's Q1 earnings and sales beat estimates despite steep yearly declines, with Q2 guidance signaling sequential growth ahead.

CSCOPositive Net Change MCHPNegative Net Change VIPSPositive Net Change LITEPositive Net Change

Zacks Equity Research

Navitas Stock Declines 15.7% on Q2 Loss, Revenues Down Y/Y

NVTS shares tumble after weak Q2 results and guidance, despite new NVIDIA and Powerchip deals targeting multi-billion-dollar markets by 2030.

CSCOPositive Net Change VIPSPositive Net Change LITEPositive Net Change NVTSNegative Net Change

Zacks Equity Research

Stock Market News for Aug 8, 2025

U.S. stocks ended mixed on Thursday, with the Dow and the S&P 500 giving up their gains, as investors assessed President Donald Trump's plans to impose hefty tariffs on chip imports and digested the latest batch of corporate earnings.

AAPLPositive Net Change AMDPositive Net Change CATNegative Net Change LLYNegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, Palantir & Coca-Cola

PLTR's soaring stock, AI momentum, and S&P 500 inclusion make it a standout in today's top research reports.

KONegative Net Change NVDAPositive Net Change NEMNegative Net Change KEQUNegative Net Change NHTCPositive Net Change CTRAPositive Net Change PLTRPositive Net Change RDDTPositive Net Change

Aniruddha Ganguly

AVGO Expands Data Center Portfolio With Jericho4: Hold the Stock?

Broadcom's Jericho4 launch and soaring AI networking demand fuel gains, but margin pressure clouds the outlook.

CSCOPositive Net Change MRVLPositive Net Change AVGOPositive Net Change METAPositive Net Change

Zacks Equity Research

FUJIFILM's Q1 Earnings Decline Y/Y, Imaging Solutions Boost Revenues

FUJIY posts modest Q1 revenue growth on strength in Bio CDMO and Imaging, despite FX losses hitting net income.

FUJIYPositive Net Change FLEXPositive Net Change BLKBPositive Net Change FTVNegative Net Change

Zacks Equity Research

Stock Market News for Aug 7, 2025

U.S. stocks ended higher on Wednesday, led by a Nasdaq rally, as shares of Apple jumped after it pledged to boost investment in domestic manufacturing, while investors assessed another batch of earnings reports.

AAPLPositive Net Change MCDNegative Net Change NVDAPositive Net Change DISNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Amkor Technology Stock?

Investors need to pay close attention to AMKR stock based on the movements in the options market lately.

AMKRPositive Net Change

Mark Vickery

Top Analyst Reports for Walmart, BlackRock & Texas Instruments

WMT, BLK, and TXN top today's analyst picks, each navigating growth, strategy shifts, and macro risks in Q3 2025.

TXNPositive Net Change BLKPositive Net Change WMTPositive Net Change BRK.BPositive Net Change IMOPositive Net Change MINDPositive Net Change AXONNegative Net Change PPIHPositive Net Change

Bryan Hayes

Astera Labs Hits All-Time High Following Q2 Earnings Beat

This market leader has seen its stock advance more than 200% off the April lows.

ALABPositive Net Change

Anirudha Bhagat

ASML vs. AMAT: Which Semiconductor Equipment Leader Is a Better Buy?

Applied Materials' broader chip tool lineup, better near-term outlook and lower valuation give it an edge over ASML Holding right now.

ASMLPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Stock Soars 18% YTD: Time to Hold or Book Profit?

TSM's 17.5% YTD surge rides on soaring AI demand and solid earnings, but global risks suggest holding for now.

ASMLPositive Net Change MRVLPositive Net Change TSMNegative Net Change ONPositive Net Change

Zacks Equity Research

Skyworks Q3 Earnings Top Estimates, Revenues Up Y/Y, Shares Rise

SWKS jumps after fiscal Q3 earnings and revenues beat; strong Mobile demand and Android launches drive growth.

SWKSPositive Net Change MKSIPositive Net Change LITEPositive Net Change DASHNegative Net Change

Zacks Equity Research

CRUS Q1 Earnings & Sales Top, Rise Y/Y on Diversified Market Tailwinds

Cirrus Logic beats fiscal Q1 2026 estimates with strong demand for audio chips. It projects a revenue surge in fiscal Q2 on smartphone momentum.

IBMNegative Net Change SAPNegative Net Change CDNSNegative Net Change CRUSPositive Net Change

Mark Vickery

Small-Caps Stay Higher, Other Indexes Dwindle

President Trump mentioned adding new tariffs on semiconductor imports, which helped move markets aside from the Russell 2000 lower.

AMDPositive Net Change AMGNPositive Net Change SWKSPositive Net Change SMCINegative Net Change SNAPNegative Net Change

Zacks Equity Research

Microchip Set to Report Q1 Earnings: What's in Store for the Stock?

MCHP eyes fiscal Q1 revenue up to $1.07B as inventory correction, direct shipments, and design wins drive demand.

MCHPNegative Net Change GPositive Net Change LITEPositive Net Change DDOGNegative Net Change

Zacks Equity Research

Nova Set to Report Q2 Earnings: What's in Store for the Stock?

NVMI's Q2 results are likely to reflect AI-driven demand and metrology growth.

GPositive Net Change LITEPositive Net Change DDOGNegative Net Change

Subham Roy

AMAT vs. TSM: Which Semiconductor Stock is the Better Buy?

Applied Materials and Taiwan Semiconductor are key AI chip players, but AMAT's growth outlook and earnings trajectory stand out for investors.

AMATPositive Net Change TSMNegative Net Change

Zacks Equity Research

Company News for Aug 5, 2025

Companies in The News Are: ON,TSN,W,TGTX

TSNPositive Net Change TGTXNegative Net Change WNegative Net Change ONPositive Net Change

Zacks Equity Research

Lattice Q2 Earnings Meet Estimates Despite Lower Revenues

LSCC meets Q2 estimates as AI and data center demand offset macro headwinds and a dip in overall revenue.

AKAMNegative Net Change LSCCPositive Net Change KEYSPositive Net Change PINSNegative Net Change

Anirudha Bhagat

NVIDIA Stock Jumps 59% in Three Months: Time to Hold or Exit?

NVDA's 59% rally in three months reflects booming AI demand and record data center sales. Is now the time to cash in or stay invested?

QCOMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Ritujay Ghosh

3 Stocks to Boost Your Portfolio as Semiconductor Sales Skyrocket

AI-fueled demand is driving a semiconductor boom --- see why MCHP, RFIL, and MPWR could lift your portfolio next.

MCHPNegative Net Change MPWRPositive Net Change RFILNegative Net Change

Zacks Equity Research

Zacks.com featured highlights NVIDIA, Broadcom and ServiceNow

NVDA, AVGO, and NOW stand out in August for their strong profitability, backed by high net income ratios and solid margins.

NVDAPositive Net Change AVGOPositive Net Change NOWNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: AMD, Nvidia, Oracle, Tesla and Broadcom

AMD eyes new highs as Q2 earnings near, fueled by surging AI chip demand, data center growth, and China tailwinds.

AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change TSLAPositive Net Change