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semiconductor: Archive

Urmimala Biswas

IonQ Stock Up 16% Since Q2 Earnings: Should You Buy or Book Profits?

IonQ's 16% post-earnings rally reflects stronger revenue growth and a higher 2026 outlook, but valuation risks may temper further gains.

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Tirthankar Chakraborty

Micron vs. AMD: Only One AI Stock Looks Like a Better Buy Now

Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.

AMDNegative Net Change MUPositive Net Change

Maharathi Basu

Is ASML Stock a Buy as Rapid Growth Tests Its Premium Valuation?

ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Harendra Ray

STMicroelectronics Stock Down 12% in a Month: Buy the Dip or Wait?

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

STMPositive Net Change TXNPositive Net Change ASYSPositive Net Change

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.

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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.

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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.

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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.

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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 NVDANegative 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.

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