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semiconductor: Archive

Derek Lewis

Slow 2026 Starts Present Opportunities: AAPL, NVDA

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

Urmimala Biswas

AI & Quantum Opportunities After Tech Sell-Off: 2 Stocks for April

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

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio Right Now

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

Aniruddha Ganguly

AVGO's Gross Margin Contracts Sequentially: Is Growth Getting Harder?

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

Supriyo Bose

5 Stocks With High ROE to Buy as Iran War Crisis Refuses to Abate

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

Subham Roy

AMAT Deepens its AI-Centric Product Expertise: Will it Deliver Growth?

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

Om Jaiswal

Can Synopsys' Design IP Business Return to Growth in Fiscal 2026?

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

Anirudha Bhagat

Will TSM's Advanced Packaging Push Unlock a New Growth Phase?

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

Anirudha Bhagat

Can Micron Capitalize on Rising HBM Demand Amid AI Server Boom?

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

Zacks Equity Research

Company News for Mar 31, 2026

Companies in The News Are: INTC, CAT, SYY, AVD

INTCPositive Net Change CATPositive Net Change SYYPositive Net Change AVDNegative Net Change