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semiconductor: Archive

Sanghamitra Saha

Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change XLGNegative Net Change MGKNegative Net Change MAGSNegative Net Change FNGSNegative Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia

Nvidia hits a $5T milestone after unveiling AI, robotics, and quantum breakthroughs at its GTC event, fueling investor optimism.

NVDANegative Net Change

Mark Vickery

Top Analyst Reports for Broadcom, Johnson & Johnson and Palantir

Broadcom's AI surge, J&J's resilient growth, and Palantir's defense-driven momentum headline today's top analyst reports.

JNJPositive Net Change STXNegative Net Change FOSLPositive Net Change AVGONegative Net Change HCAPositive Net Change PLTRNegative Net Change MITQNegative Net Change RDDTNegative Net Change

Shuvra Shankar Dey

MVST vs. Arm Holdings: Which Tech Growth Stock is the Better Placed?

Microvast's solid-state battery innovation and ARM's chip architecture leadership highlight two paths in tech growth.

QCOMNegative Net Change AAPLPositive Net Change ARMNegative Net Change MVSTNegative Net Change

Aniruddha Ganguly

Buy, Sell, or Hold AMD Stock? Key Tips Ahead of Q3 Earnings

Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change ORCLNegative Net Change

Zacks Equity Research

TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?

TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates.

INTCNegative Net Change TSMNegative Net Change GFSNegative Net Change

Vasundhara Sawalka

Top China Tech Stocks to Consider as U.S. Trade Tensions Ease

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

NTESPositive Net Change TSMNegative Net Change JDNegative Net Change KCPositive Net Change

Bryan Hayes

Nvidia's Headline Flurry: Why You're Not Bullish Enough

Nvidia powered to a fresh record high following its GTC event, becoming the world's first company to achieve a $5 trillion market value.

NVDANegative Net Change

Zacks Equity Research

Stock Market News for Oct 30, 2025

U.S. stocks closed mixed on Wednesday, with the Dow ending lower and the S&P 500 finishing flat, after the Federal Reserve announced an interest rate cut but Fed Chair Jerome Powell cast uncertainty over another rate cut in December.

MSFTNegative Net Change MCDPositive Net Change NVDANegative Net Change COSTNo Net Change GOOGLNegative Net Change METANegative Net Change

Sanghamitra Saha

FocusShould You Buy NVIDIA as It Nears $5T Market Cap? ETFs in Focus

NVIDIA inches closer to the $5-trillion market-cap mark. Play the AI chip boom via ETFs SHOC, SMH, SMHX, SOXY & SEMI.

NVDANegative Net Change SMHNegative Net Change SEMINegative Net Change SHOCNegative Net Change SMHXNegative Net Change SOXYNegative Net Change

Zacks Equity Research

Stock Market News for Oct 29, 2025

U.S. stocks ended higher on Tuesday, with all three major indexes posting fresh record closing highs as investors explored artificial intelligence (AI) and remained upbeat about corporate earnings, a day before the Federal Reserve makes a decision on interest rate cuts.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Anirudha Bhagat

Can Lam Research Sustain $5B-Plus Revenue Streak on Foundry Strength?

LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 29th

LRCX, FOX and CIB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 29, 2025.

LRCXNegative Net Change FOXNegative Net Change CIBNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, SAP, American Express, NVE and Espey

Zacks analysts spotlight NVIDIA, SAP, American Express, NVE, and Espey for their latest performance drivers, growth catalysts, and valuation outlooks.

AXPNegative Net Change NVDANegative Net Change SAPNegative Net Change ESPNegative Net Change NVECNegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, SAP & American Express

NVIDIA gains from AI-driven data center demand, SAP lifts cloud outlook, and American Express rides travel and spending momentum.

RFNegative Net Change AXPNegative Net Change EPositive Net Change NVDANegative Net Change SAPNegative Net Change HCAPositive Net Change ESPNegative Net Change NVECNegative Net Change

Sejuti Banerjea

Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics

Semiconductor stocks power the AI era, tested by trade tensions and rich valuations. NVIDIA leads, while STMicroelectronics eyes recovery.

STMNegative Net Change NVDANegative Net Change

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCONegative Net Change AVGONegative Net Change

Anirudha Bhagat

Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?

LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Aritra Chatterjee

Will QCOM's New AI Inference Solutions Boost Growth Prospects?

Qualcomm's new AI200 and AI250 cards promise powerful, efficient AI inference for next-gen data centers.

INTCNegative Net Change QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Will Lower Revenues Adversely Impact Qorvo's Q2 Earnings?

QRVO eyes innovation and 5G growth to offset revenue pressure ahead of its fiscal Q2 earnings report.

QCOMNegative Net Change AMDNegative Net Change FTNTNegative Net Change QRVONegative Net Change

Zacks Equity Research

Stock Market News for Oct 28, 2025

U.S. stock markets closed at record highs on Friday following positive developments on U.S.-China trade negotiations.

QCOMNegative Net Change

Ethan Feller

Bull of the Day: ASML Holding (ASML)

ASML Holdings stock has staged a sharp rebound in recent months, bolstered by analyst upgrades

ASMLNegative Net Change

Zacks Equity Research

ASML and Papa John's have been highlighted as Zacks Bull and Bear of the Day

ASML surges on earnings upgrades and breakout momentum, while Papa John's stumbles under weak growth and valuation strain.

XOMNegative Net Change EPDNegative Net Change ASMLNegative Net Change PZZANegative Net Change

Zacks Equity Research

TEL Gears Up to Report Q4 Earnings: What's in Store for the Stock?

TE Connectivity eyes solid fiscal Q4 growth, driven by rising orders and strong demand across the Transportation and Industrial segments.

GLWNegative Net Change AMENegative Net Change TELNegative Net Change METANegative Net Change

Zacks Equity Research

KLAC Set to Report Q1 Earnings: What's in Store for the Stock?

KLA's fiscal Q1 results are expected to show double-digit growth as AI-driven demand and advanced packaging boost revenue momentum.

KLACNegative Net Change GLWNegative Net Change AMENegative Net Change METANegative Net Change