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semiconductor: Archive

Indrajit Bandyopadhyay

AXTI's AI-Driven Surge: Can Its Record Backlog Aid the Strong Uptrend?

AXTI's indium phosphide backlog tops $100M in Q1 2026 as AI data center demand lifts optical components, but export permits remain a hurdle.

AMKRNegative Net Change COHRNegative Net Change AXTIPositive Net Change

Sridatri Sarkar

Here's How Taiwan Semiconductor Is Capitalizing on AI Boom

TSM ramps up AI chip and packaging capacity as soaring HPC demand drives its 2026 revenue growth outlook above 30%.

MUNegative Net Change TSMNegative Net Change GFSNegative Net Change

Zacks Equity Research

ARM's Powerful Ecosystem Advantage Drives Market Leadership

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

QCOMPositive Net Change NVDANegative Net Change ARMNegative Net Change

Zacks Equity Research

INTC Powers McLaren's Computing Infrastructure: Will it Drive Growth?

Intel teams up with McLaren to power AI-driven racing analytics, showcasing its Xeon and Core Ultra chips in real-time Formula 1 operations.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Subham Roy

Analog Devices Climbs 57% YTD: Time to Buy, Sell or Hold the Stock?

ADI rides AI-driven data center demand and broad-based growth as margins expand despite higher spending and competition.

ADINegative Net Change TXNNegative Net Change STMNegative Net Change NXPINegative Net Change

Zacks Equity Research

Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y

AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.

AMATNegative Net Change CLSNegative Net Change AVGONegative Net Change IOTPositive Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for May 15th

ALTO, LSCC and INTT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 15th, 2026.

INTTNegative Net Change LSCCNegative Net Change ALTOPositive Net Change

Anirudha Bhagat

NVIDIA Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock?

NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Supriyo Bose

3 Momentum Anomaly Stocks to Buy as Markets Bask in Tech Rally

ALB, FORM and INSW are three 'momentum anomaly' picks as markets ride an AI-fueled tech rally despite a short-term pullback.

FORMNegative Net Change ALBNegative Net Change INSWNegative Net Change

Ritujay Ghosh

4 Tech Stocks to Buy as S&P 500 Closes Above 7,500 Milestone

CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.

ADINegative Net Change CSCOPositive Net Change AMATNegative Net Change AVGONegative Net Change