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semiconductor: Archive

Sejuti Banerjea

Semi Stocks ADI and MX Grow Despite Tariffs and Geopolitics

Chip growth stays hot despite tariffs. ADI, MX to ride AI, EV and industrial trends for long-term gains.

ADIPositive Net Change MXPositive Net Change

Shaun Pruitt

Buy the Spike in Broadcom Stock After its Strong Q3 Earnings?

Exceeding expectations for its fiscal third quarter on Thursday evening, Broadcom (AVGO) stock has surged as much as 16% in today's trading session to a new 52-week high of $356 a share.

AVGOPositive Net Change AMDNegative Net Change NVDANegative Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Broadcom Q3 Earnings Beat Estimates, Shares Rise on Strong Q4 View

AVGO posts strong fiscal Q3 with AI-fueled revenue surge, profit growth, and upbeat fiscal Q4 outlook that sent shares higher.

APHNegative Net Change AVGOPositive Net Change RDDTPositive Net Change ALABPositive Net Change

Aniruddha Ganguly

AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?

AMD's EPYC and Instinct momentum drives cloud, AI and enterprise growth, but valuation concerns and NVIDIA rivalry weigh on the outlook.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change ORCLPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Honeywell, IonQ and D-WAVE QUANTUM

Nvidia's investment in Quantinuum boosts Honeywell's quantum ambitions as IonQ and D-Wave surge on breakthroughs.

HONNegative Net Change NVDANegative Net Change IONQNegative Net Change QBTSPositive Net Change

Subham Roy

AMAT Rides on the Strength in Semiconductor Systems: Will it Last?

Applied Materials posts record Q3 revenues on Semiconductor Systems strength, but softer Q4 guidance raises questions on momentum.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Nalak Das

Buy 5 High-Flying Growth Stocks to Maximize Your Returns in September

Amphenol, AppLovin, Hasbro, Micron and Robinhood are five high-growth stocks set to shine in September.

HASNegative Net Change APHNegative Net Change MUPositive Net Change APPNegative Net Change HOODNegative Net Change

Anirudha Bhagat

TSM vs. ASML: Which Semiconductor Stock Has Better Upside Potential?

TSMC outpaces ASML with stronger growth, robust AI demand and a more attractive valuation.

ASMLPositive Net Change TSMPositive Net Change

Zacks Equity Research

Stock Market News for Sep 5, 2025

U.S. stock markets closed higher on Thursday before the release of the crucial jobs data for August.

ADPNegative Net Change MUPositive Net Change

Mark Vickery

Markets Stride Higher on Rate Cut Expectations

Lower jobs numbers are what will guarantee at least one Fed rate cut before the end of 2025.

LULUNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Credo's Q1 Earnings and Sales Surpass Estimates, Rise Y/Y, Stock Up

CRDO posts a 273.6% revenue surge and EPS beat, driving shares up 13% on strong product growth and hyperscaler partnerships.

QCOMPositive Net Change MRVLNegative Net Change CRUSPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for September 4th

LRN, MGIC and AEIS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 4, 2025.

AEISPositive Net Change LRNNegative Net Change MGICPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Stock Up 26% in 6 Months: Hold or Book Profits?

TSM outpaces peers with a 26% stock surge, boosted by AI-driven growth and record earnings, but macro risks and costs make holding the wiser play.

KLACPositive Net Change AMATPositive Net Change TSMPositive Net Change ONPositive Net Change

Zacks Equity Research

Will Higher Semiconductor Revenues Help AVGO Stock Beat Q3 Earnings?

Broadcom's Q3 results are anticipated to highlight soaring AI revenues and VMware-driven software growth, though lower-margin XPUs may pressure margins.

APHNegative Net Change AVGOPositive Net Change RDDTPositive Net Change ALABPositive Net Change

Supriyo Bose

Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks?

INTC powers Getac's rugged F120 Copilot+PC tablet with AI Boost NPU and Core Ultra 200V chips, but margin pressures and China risks cloud growth.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Ichor Holdings Stock We Don't?

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

ICHRPositive Net Change

Subham Roy

Should You Buy, Sell or Hold MRVL Stock Post Strong Q2 Earnings?

Marvell Technology posts strong Q2 earnings on AI-driven data center gains, but margin pressure and fierce competition keep the stock a hold.

AMDNegative Net Change MUPositive Net Change MRVLNegative Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron Rides on DRAM Demand Wave: Can the AI Boom Keep Aiding Growth?

MU's DRAM revenues surge on AI-driven demand, a favorable demand-supply scenario and rising prices set to fuel further growth momentum.

INTCNegative Net Change MUPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron vs. NVIDIA: Which AI Hardware Stock Should Investors Buy Now?

MU's soaring earnings, cheaper valuation and deep AI supply-chain role give it the edge over NVDA in the AI hardware race.

MUPositive Net Change NVDANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Chevron, Booking Holdings, EVI Industries and AMCON Distributing

Zacks spotlights NVIDIA, Chevron, Booking, and two microcaps, EVI Industries and AMCON Distributing, with research updates spanning AI, energy, travel, and distribution.

CVXNegative Net Change NVDANegative Net Change DITNegative Net Change EVIPositive Net Change BKNGNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Marvell and NVIDIA

Broadcom's AI-fueled growth, VMware integration, and hyperscaler demand put its Q3 earnings under intense Wall Street scrutiny.

NVDANegative Net Change MRVLNegative Net Change AVGOPositive Net Change

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDANegative Net Change CRWVPositive Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Chevron & Booking

NVIDIA rides AI and GPU demand, Chevron leverages Hess and Permian output, while Booking gains from strong travel momentum.

GSKPositive Net Change CVXNegative Net Change NVDANegative Net Change ETNegative Net Change DITNegative Net Change EVIPositive Net Change BKNGNegative Net Change KDPNegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold AVGO Stock: Key Tips Ahead of Q3 Earnings?

Broadcom projects $15.8B in Q3 revenue, with AI-driven growth boosting performance despite margin pressures.

CSCONegative Net Change MRVLNegative Net Change AVGOPositive Net Change ANETPositive Net Change

Aniruddha Ganguly

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?

AMD's surging EPYC adoption, cloud wins, and Instinct GPU traction fuel strong Data Center growth despite AI export headwinds.

AMDNegative Net Change NVDANegative Net Change AVGOPositive Net Change