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semiconductor: Archive

Subham Roy

AMAT Rises 56% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Materials' AI-fueled gains lift shares 56% this year, but export limits, rivals and valuation cloud the near-term outlook.

KLACPositive Net Change ASMLNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Supriyo Bose

QCOM vs. ASTS: Which Wireless Innovator is the Smarter Bet for 2026?

Qualcomm's steady growth and stronger valuation may give it the edge over AST SpaceMobile in the 2026 wireless showdown.

QCOMPositive Net Change TNegative Net Change VZNegative Net Change ASTSPositive Net Change

Aniruddha Ganguly

Will Strong Data Center Growth Push Up AMD's Stock Higher in 2026?

AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.

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

Zacks Equity Research

Will Higher Semiconductor Revenues Help AVGO Stock Beat Q4 Earnings?

Broadcom's fiscal Q4 results may ride on AI momentum with soaring XPU demand, but lower margins could weigh on profitability.

APHNegative Net Change AVGONegative Net Change AEISNegative Net Change APPSNegative Net Change

Zacks Equity Research

CRUS Unveils Next-Gen Closed-Loop Haptics, Boosts Automotive Experience

Cirrus Logic debuts its first AEC-Q100-certified haptic drivers, aiming to elevate tactile feedback across next-gen automotive interfaces.

CRUSNegative Net Change TEAMPositive Net Change MDBPositive Net Change PLTRPositive Net Change

Aparajita Dutta

Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026

AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.

INTCNegative Net Change AMDNegative Net Change MUPositive Net Change NVDANegative Net Change ASMLNegative Net Change AVGONegative Net Change SMHNegative Net Change SOXXNegative Net Change FTXLNegative Net Change SOXQNegative Net Change

Sanghamitra Saha

NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026

AI demand, China chip approval and strong earnings boost NVIDIA's outlook. SMH, SHOC and SMHX may shine as NVDA gears up for 2026.

NVDANegative Net Change SMHNegative Net Change SHOCNegative Net Change SMHXNegative Net Change

Kevin Cook

Bull of the Day: Coherent (COHR)

Since the NVIDIA collaboration in March on silicon photonics, shares have surged 180%

COHRPositive Net Change AAPLPositive Net Change NVDANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, SoundHound, Mastercard and Chipotle Mexican Grill

As AI adoption accelerates across industries, NVDA and SOUN show sharply contrasting fundamentals.

MAPositive Net Change CMGNegative Net Change NVDANegative Net Change SOUNNegative Net Change

Shaun Pruitt

Is Broadcom the Best Chip Stock to Buy as Q4 Earnings Approach?

As one of the few companies positioned to rival Nvidia in custom AI chips, the market is heavily anticipating Broadcom's fiscal fourth quarter results on Thursday, December 11.

AVGONegative Net Change NVDANegative Net Change GOOGLPositive Net Change

Subham Roy

MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?

Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.

AMZNPositive Net Change AMDNegative Net Change NVDANegative Net Change MRVLPositive Net Change

Om Jaiswal

Navitas Semiconductor Soars 172% YTD: Is the Stock Still Worth Buying?

NVTS skyrockets 172% YTD as demand for its GaN and SiC chips grows alongside new AI data center power architectures.

LRCXNegative Net Change MRVLPositive Net Change AMBAPositive Net Change NVTSNegative Net Change

Zacks Equity Research

Company News for Dec 9, 2025

Companies in The News Are: NVDA, MRVL, CVNA, CFLT, IBM, UL

ULPositive Net Change IBMPositive Net Change NVDANegative Net Change MRVLPositive Net Change CVNAPositive Net Change CFLTPositive Net Change

Anirudha Bhagat

Can TSM Sustain Gross Margin Improvement Amid Overseas Expansion?

Taiwan Semiconductor's Q3 margin gains and upbeat Q4 outlook highlight its ability to absorb higher overseas fab costs while expanding globally.

INTCNegative Net Change TSMPositive Net Change GFSNegative Net Change

Anirudha Bhagat

ASML vs. TSM: Which Semiconductor Powerhouse Offers More Upside?

Taiwan Semiconductor's surging AI-driven revenues, aggressive expansion and stronger long-term growth outlook make it a better investment option than ASML Holding.

ASMLNegative Net Change TSMPositive Net Change

Zacks Equity Research

Arm Holdings: The Engine Powering Behind Efficient AI Computing

ARM's energy-efficient architecture, rising earnings estimates and new AI chip ambitions put its role in next-gen computing in sharp focus.

INTCNegative Net Change NVDANegative Net Change ARMNegative Net Change

Om Jaiswal

Should You Buy, Sell or Hold Amtech Systems Stock Before Q4 Earnings?

ASYS' Q4 results are likely to reflect rising AI-driven packaging demand, offset by ongoing weakness in mature nodes.

TXNPositive Net Change STMPositive Net Change NVDANegative Net Change ASYSPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for December 8th

VFF, FIVE and MRVL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 8, 2025.

MRVLPositive Net Change FIVEPositive Net Change VFFPositive Net Change

Ritujay Ghosh

5 Stocks to Buy as AI Enthusiasm Continues to Drive Semiconductor Sales

AI-driven chip demand surges, lifting semiconductor outlook and spotlighting NVDA, SLAB, TSM, ADI and ASML as potential beneficiaries.

AMZNPositive Net Change ADIPositive Net Change MSFTNegative Net Change NVDANegative Net Change ASMLNegative Net Change TSMPositive Net Change SLABPositive Net Change IRENNegative Net Change

Nalak Das

Watch 5 Bigwigs in December After Double-Digit Returns Past Month

Five market giants, CVNA, WMT, AMAT, FCX and MRK, delivered double-digit returns last month with more room to run in December.

MRKPositive Net Change FCXPositive Net Change WMTNegative Net Change AMATPositive Net Change CVNAPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for December 8th

MU, GLDD and ALRM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on December 8, 2025.

MUPositive Net Change GLDDPositive Net Change ALRMNegative Net Change

Anirudha Bhagat

Micron vs. Lam Research: Which Stock Has Better Upside Potential?

MU's faster growth estimates, stronger AI momentum and lower valuation than LRCX point to clearer upside.

MUPositive Net Change LRCXNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron, Comfort Systems USA, Kinross Gold, On Holding and MongoDB

MU leads a December shortlist of growth picks as AI-driven memory demand and strong multiyear earnings momentum fuel its appeal.

MUPositive Net Change KGCPositive Net Change FIXPositive Net Change MDBPositive Net Change ONONPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Vertiv, Expedia, NVIDIA and Ralph Lauren

Vertiv leads a group of GARP stocks spotlighted for combining steady growth potential with attractive valuations.

NVDANegative Net Change EXPEPositive Net Change RLNegative Net Change VRTPositive Net Change

Shivangi Deora

Can Credo Maintain Margin Strength as Its Business Accelerates?

CRDO's Q2 momentum accelerates with record margins and soaring revenues, setting up fiscal 2026 for major triple-digit top-line growth.

MRVLPositive Net Change AVGONegative Net Change CRDONegative Net Change