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semiconductor: Archive
Slow 2026 Starts Present Opportunities: AAPL, NVDA
by Derek Lewis
Both NVIDIA and Apple have gotten off to sluggish starts in 2026, but the reality remains that both companies remain top-tier picks, underpinned by robust cash-generating abilities, favorable EPS revisions, and rock-solid demand outlooks.
AAPLPositive Net Change NVDAPositive Net Change
artificial-intelligence semiconductor tech-stocks
AI & Quantum Opportunities After Tech Sell-Off: 2 Stocks for April
by Urmimala Biswas
NVIDIA and IBM emerge as top picks as AI and quantum trends endure a tech sell-off driven by war, inflation fears and energy shocks.
IBMPositive Net Change NVDAPositive Net Change
artificial-intelligence semiconductor tech-stocks
Top China Tech Plays Worth Adding to Your Portfolio Right Now
by Vasundhara Sawalka
ACM Research and peers gain appeal as U.S.-China trade easing, tariff cuts and policy shifts lift confidence in Chinese tech into 2026.
ACMRPositive Net Change WBPositive Net Change GDSPositive Net Change KCNegative Net Change
artificial-intelligence china cloud-computing electric-vehicles robotics semiconductor tech-stocks
AVGO's Gross Margin Contracts Sequentially: Is Growth Getting Harder?
by Aniruddha Ganguly
Broadcom's gross margin keeps slipping as AI-fueled semiconductor growth reshapes its mix, even as strong revenue and surging AI demand drive an upbeat outlook.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence semiconductor tech-stocks
5 Stocks With High ROE to Buy as Iran War Crisis Refuses to Abate
by Supriyo Bose
ROST, GL, AVGO, GLW and STZ emerge as defensive plays as Iran war tensions lift oil prices and rattle markets, spotlighting cash-efficient stocks.
GLWPositive Net Change ROSTPositive Net Change STZNegative Net Change AVGOPositive Net Change GLPositive Net Change
biofuels communications consumer-discretionary insurance retail semiconductor tech-stocks
AMAT Deepens its AI-Centric Product Expertise: Will it Deliver Growth?
by Subham Roy
Applied Materials capitalizes on AI-driven chip demand with new R&D partnerships and DRAM-based WFE innovations.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
semiconductor
Can Synopsys' Design IP Business Return to Growth in Fiscal 2026?
by Om Jaiswal
SNPS' Design IP business faces near-term pressure, but strong AI-driven design wins and rising demand signal a potential rebound in fiscal 2026.
RMBSPositive Net Change SNPSPositive Net Change CDNSPositive Net Change
artificial-intelligence semiconductor tech-stocks
Will TSM's Advanced Packaging Push Unlock a New Growth Phase?
by Anirudha Bhagat
Taiwan Semiconductor bets big on advanced packaging as AI demand surges, targeting faster growth and a bigger role in next-generation chip innovation.
INTCPositive Net Change TSMPositive Net Change GFSPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Can Micron Capitalize on Rising HBM Demand Amid AI Server Boom?
by Anirudha Bhagat
MU rides on surging HBM demand as AI server growth tightens supply, boosts pricing power and locks in 2026 capacity through long-term deals.
INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Company News for Mar 31, 2026
by Zacks Equity Research
Companies in The News Are: INTC, CAT, SYY, AVD
INTCPositive Net Change CATPositive Net Change SYYPositive Net Change AVDNegative Net Change
industrial-products semiconductor