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semiconductor: Archive
ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?
by Shuvra Shankar Dey
Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.
ARMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
computers electronics semiconductor tech-stocks
MRVL Rallies 154% in 3 Months: Time to Hold or Fold the Stock?
by Subham Roy
Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?
MRVLNegative Net Change AMDNegative Net Change AVGONegative Net Change ALABNegative Net Change
semiconductor
Avnet Jumps 81.5% YTD: Should You Buy, Sell or Hold the Stock?
by Subham Roy
AVT is riding on the AI infrastructure demand, networking strength and expanding margins while still trading below industry valuation. Is there more upside?
AVTNegative Net Change ARWNegative Net Change SNXNegative Net Change CDWNegative Net Change
semiconductor
Best Momentum Stocks to Buy for July 2nd
by Zacks Equity Research
ROK, AMAT, and BBCP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2026.
ROKNegative Net Change AMATNegative Net Change BBCPNegative Net Change
semiconductor
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
by Zacks Equity Research
JPMorgan and AI leaders are in focus as strong earnings fuel the market rally, but elevated valuations raise questions about future returns.
JPMNegative Net Change AMDNegative Net Change MSFTPositive Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change AVGONegative Net Change TSMNegative Net Change ANETNegative Net Change METANegative Net Change
computers finance semiconductor tech-stocks
Buy 3 Momentum Anomaly Stocks as Markets Wrap Up a Record First Half
by Supriyo Bose
STRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.
STXNegative Net Change SMTCNegative Net Change STRLNegative Net Change
construction semiconductor tech-stocks
Cohu Is Riding AI and HBM Trends But Execution Still Matters
by Anirudha Bhagat
COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.
COHUNegative Net Change TERNegative Net Change ATEYYNegative Net Change
artificial-intelligence computers investing investment semiconductor tech-stocks
Is COHU Stock Still Worth Buying After Its Big 2026 Rally?
by Anirudha Bhagat
COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.
COHUNegative Net Change TERNegative Net Change ATEYYNegative Net Change
artificial-intelligence computers investing investment price-change price-performance semiconductor stock-performance stock-price-change stock-price-movement tech-stocks
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
by Anirudha Bhagat
Texas Instruments' 52% surge is backed by AI infrastructure demand, data center growth, internal manufacturing plans and strong cash generation.
TXNNegative Net Change QCOMNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Stock Market News for July 2, 2026
by Zacks Equity Research
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.
ADPPositive Net Change SNDKNegative Net Change AMATNegative Net Change
business-services semiconductor