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semiconductor: Archive

Shuvra Shankar Dey

ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

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Subham Roy

MRVL Rallies 154% in 3 Months: Time to Hold or Fold the Stock?

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

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Subham Roy

Avnet Jumps 81.5% YTD: Should You Buy, Sell or Hold the Stock?

AVT is riding on the AI infrastructure demand, networking strength and expanding margins while still trading below industry valuation. Is there more upside?

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Zacks Equity Research

Best Momentum Stocks to Buy for July 2nd

ROK, AMAT, and BBCP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2026.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft

JPMorgan and AI leaders are in focus as strong earnings fuel the market rally, but elevated valuations raise questions about future returns.

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Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Wrap Up a Record First Half

STRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.

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Anirudha Bhagat

Cohu Is Riding AI and HBM Trends But Execution Still Matters

COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.

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Anirudha Bhagat

Is COHU Stock Still Worth Buying After Its Big 2026 Rally?

COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.

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Anirudha Bhagat

TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?

Texas Instruments' 52% surge is backed by AI infrastructure demand, data center growth, internal manufacturing plans and strong cash generation.

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Zacks Equity Research

Stock Market News for July 2, 2026

U.S. stocks ended lower on Wednesday to start the second half, as tech stocks pulled back, weighing on the S&P 500 and the Nasdaq.

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