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semiconductor: Archive

Subhasish Mukherjee

Here's Why AXTI Stock Is a Buy Despite Its Premium 48.12X Valuation

AXT's 399.3% YTD surge comes amid record InP revenues, AI data-center demand and long-term supply deals that could support its premium valuation.

AXTIPositive Net Change FORMPositive Net Change AVGOPositive Net Change SYNAPositive Net Change

Shreya Majumder

Is CRUS Worth Buying as Low Valuation Meets Slower Earnings Growth?

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

CRUSPositive Net Change ADIPositive Net Change TXNPositive Net Change

Shreya Majumder

CRUS Falls 12.2% in the Past Month as Growth Risks Pressure Outlook

Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.

CRUSPositive Net Change ADIPositive Net Change TXNPositive Net Change

Sridatri Sarkar

Should You Buy, Hold or Sell QUBT Stock Amid Semiconductor Boom?

Quantum Computing pairs rising customer traction and $1.3 billion in liquidity with heavy losses, leaving shareholders advised to stay put while new buyers wait.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Anirudha Bhagat

Micron vs. NVIDIA: Which AI Chip Stock Is the Better Buy Now?

MU's surging HBM demand, explosive earnings growth and lower valuation give it the edge over NVDA as the better AI chip stock to buy today.

MUPositive Net Change NVDAPositive Net Change

Shivangi Deora

Will Credo Maintain Strong Margins Despite Higher R&D Spending in FY27?

CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Derek Lewis

AI Infrastructure Stocks: Billions of Reasons to Stay Bullish

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

AVGOPositive Net Change VRTPositive Net Change

Shaun Pruitt

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

AMATPositive Net Change MUPositive Net Change TSMPositive Net Change SKHYPositive Net Change

Sridatri Sarkar

Here's How QUBT Retains Financial Flexibility Amid Strategic Expansion

Quantum Computing retains strong financial flexibility with $1.3 billion in liquidity after deploying $180 million on three strategic acquisitions.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

STMPositive Net Change MRVLPositive Net Change AVGOPositive Net Change