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semiconductor: Archive

Zacks Equity Research

Long-Awaited Employment Situation Report to be Out Next Week

Long-Awaited Employment Situation Report to be Out Next Week.

AVGONegative Net Change

Zacks Equity Research

Broadcom Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall

AVGO posts 37% EPS growth and 28% revenue jump in fiscal Q4, fueled by AI strength, but shares slip over 3% despite the beat.

APHNegative Net Change AVGONegative Net Change AEISNegative Net Change RDDTNegative Net Change

Mark Vickery

Pre-markets Mixed Ahead of Consequential Week of Data

Doubts continue about the levels of AI infrastructure spending, and whether they are sustainable into the new year.

AVGONegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Zacks Equity Research

Stock Market News for Dec 12, 2025

Wall Street closed mixed on Thursday, pulled up by financial and industrial stocks.

NVDANegative Net Change ORCLNegative Net Change ARMNegative Net Change

Anirudha Bhagat

Should You Add Micron Stock to Your Portfolio Ahead of Q1 Earnings?

MU eyes strong Q1 gains as AI-driven memory demand, better pricing and new chip ramps set the stage for a robust earnings update.

MUNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights ICICI Bank, Taiwan Semiconductor, MercadoLibre and NVIDIA

Emerging-market strength sets the stage for 2026, with IBN, TSM and MELI positioned to benefit from faster growth, improving earnings and attractive valuations.

NVDANegative Net Change IBNPositive Net Change TSMNegative Net Change MELINegative Net Change

Mark Vickery

Dow, S&P 500 and Russell 2000 Close at New Highs

Only the tech-heavy Nasdaq -- hands down the index leader for the third year in a row -- dipped slightly today.

ORCLNegative Net Change COSTNo Net Change LULUPositive Net Change AVGONegative Net Change

Mark Vickery

Top Stock Reports for Caterpillar, Shopify & Qualcomm

Caterpillar's revenue rebound, strong backlog and broad segment demand spotlight its latest Zacks report despite tariff-hit earnings.

SNYNegative Net Change QCOMNegative Net Change CATNegative Net Change TDGNegative Net Change TCXPositive Net Change MNSTPositive Net Change SHOPNegative Net Change WSBFNo Net Change

Supriyo Bose

INTC vs. PINS: Which Tech Stock Deserves a Spot in Your Portfolio?

Intel's AI-driven turnaround and strong funding edge out Pinterest's ad growth, making it the better portfolio pick for now.

AMZNNegative Net Change INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change PINSNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Micron Technology and Vertiv

NVDA leads a trio of AI names spotlighted for strong profitability as Zacks highlights firms with high net income ratios for 2026.

MUNegative Net Change NVDANegative Net Change VRTNegative Net Change

Mark Vickery

Top Research Reports for Broadcom, Exxon Mobil & Johnson & Johnson

Broadcom rides surging AI semiconductor demand and VMware integration strength, even as margins tighten and debt remains a drag.

JNJPositive Net Change XOMNegative Net Change TRMBNegative Net Change AVGONegative Net Change SYFNegative Net Change ITICPositive Net Change APTVNegative Net Change FRDPositive Net Change

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.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative 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.

QCOMNegative Net Change TPositive Net Change VZPositive Net Change ASTSNegative 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 TEAMNegative Net Change MDBNegative Net Change PLTRNegative 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 MUNegative 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%

COHRNegative 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.

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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 GOOGLNegative 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.

AMZNNegative Net Change AMDNegative Net Change NVDANegative Net Change MRVLNegative 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 MRVLNegative Net Change AMBANegative 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 IBMNegative Net Change NVDANegative Net Change MRVLNegative Net Change CVNANegative Net Change CFLTNegative 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 TSMNegative Net Change GFSNegative Net Change