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semiconductor: Archive

Subhasish Mukherjee

Amkor's AI and HPC Packaging Demand Grows: Can Growth Continue?

AMKR's AI and HPC packaging demand is climbing as data-center programs ramp, advanced packaging expands and Arizona investment rises to $12 billion.

AMKRPositive Net Change INTCNegative Net Change TSMPositive Net Change

Zacks Equity Research

Company News for Sep 21, 2026

Companies in The News Are: STLD,XENE,AMD,TXN

TXNPositive Net Change AMDPositive Net Change STLDPositive Net Change XENEPositive Net Change

Zacks Equity Research

Stock Market News for Sep 21, 2026

Wall Street ended a volatile week, with the Dow closing sharply lower on Friday as oil prices continued to surge and Treasury yields rose after the Federal Reserve hiked interest rates earlier in the week for the first time in three years.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, NVIDIA and Apple

Microsoft and NVIDIA combine strong cloud and AI growth with attractive valuations, while Apple offers a less AI-sensitive option within the Magnificent Seven.

AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Nvidia and Micron are part of Zacks Earnings Preview

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: ExxonMobil, JPMorgan Chase and NVIDIA

ExxonMobil, JPMorgan Chase and NVIDIA headline Zacks Market Edge's 500th episode, with earnings growth and market gains in focus.

JPMPositive Net Change XOMPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, SK Hynix, Nvidia, Microsoft and Apple

Intel and SK Hynix heat up as a potential U.S. memory partnership draws attention, while AI demand and valuation widen the contrast.

INTCNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change SKHYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Amazon, Oracle and Alphabet

Microsoft's cloud momentum, expanding enterprise AI adoption and investment outlook support its stock after a 31.2% three-month surge.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Credo Technology and NVIDIA

Credo Technology and NVIDIA post strong AI-driven growth, but differences in scale, profitability and exposure set them apart.

NVDAPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Cracker Barrel Old Country Store and Qualcomm have been highlighted as Zacks Bull and Bear of the Day

Cracker Barrel's earnings estimates are improving, while Qualcomm faces weaker handset demand, falling estimates and Apple's modem shift.

GSNegative Net Change QCOMNegative Net Change CBRLNegative Net Change IBKRPositive Net Change TALOPositive Net Change