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semiconductor: Archive

Zacks Equity Research

Company News for Feb 3, 2026

Companies in The News Are: NVDA, MFG, DIS, APTV

NVDANegative Net Change DISPositive Net Change MFGNegative Net Change APTVPositive Net Change

Aritra Chatterjee

Intel Introduces XEON 600 Processors: Will it Boost Prospects?

INTC debuts Xeon 600 processors with major core, AI and connectivity upgrades as it targets growth in high-end workstation and AI computing.

INTCPositive Net Change AMDPositive Net Change ARMPositive Net Change

Zacks Equity Research

nVent Electric to Report Q4 Earnings: What's in Store for the Stock?

NVT heads into Q4 earnings with strong data center and utility demand, boosted by acquisitions, despite margin pressure from tariffs.

ADIPositive Net Change MCHPNegative Net Change IPGPPositive Net Change NVTPositive Net Change

Zacks Equity Research

NXP Semiconductors' Q4 Earnings and Revenues Beat Estimates

NXPI beats Q4 estimates as EPS rises 5% and revenues climb 7%, with Automotive, Industrial & IoT and Mobile driving growth.

ADIPositive Net Change APHPositive Net Change MUNegative Net Change NXPIPositive Net Change

Mark Vickery

Market Indexes Bounce Back to Start a New Trading Week

Improved Manufacturing data joined another strong tranche of Q4 earnings reports today.

AMDPositive Net Change MRKPositive Net Change PEPNegative Net Change DISPositive Net Change NXPIPositive Net Change PYPLPositive Net Change SHOPPositive Net Change PLTRPositive Net Change

Shaun Pruitt

Will the Rally in AMD Stock Continue as Q4 Results Approach?

AMD's stock has had an explosive start to 2026, spiking over +15% as it gains share in the AI chip market.

AMDPositive Net Change NVDANegative Net Change

Tirthankar Chakraborty

Why AMD Is Set to Outperform NVIDIA - A Top Buy AI Stock

AMD's AI push, competitive chip pricing, and growing customer adoption have driven a 107% rally, raising questions about whether the stock can keep outpacing rivals.

AMDPositive Net Change IBMPositive Net Change CSCOPositive Net Change NVDANegative Net Change ORCLPositive Net Change

Aritra Chatterjee

Intel Rises 24% in Three Months: Should You Buy the Stock?

INTC's 24% rally masks deeper issues as supply constraints, foundry losses, rising competition, and falling estimates cloud its outlook.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Shuvra Shankar Dey

ARM to Post Q3 Earnings: Should the Stock Be in Your Portfolio Now?

ARM is set to report Q3 FY26 earnings on Feb. 4 after the bell, with the consensus mark indicating EPS of 41 cents and $1.24B in revenues as shares slide and valuation stays rich.

QCOMPositive Net Change NVDANegative Net Change ARMPositive Net Change

Supriyo Bose

3 Semiconductor Stocks Set to Surpass Q4 Earnings Estimates

MCHP, LSCC and CRUS are poised to beat Q4 estimates as 5G rollout, fiber densification and AI-driven demand lift chip sales.

MCHPNegative Net Change LSCCNegative Net Change CRUSPositive Net Change