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semiconductor: Archive

Shuvra Shankar Dey

ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?

ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.

QCOMNegative Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Company News for Jul 28, 2025

Companies in The News Are: AON, NEM, E, INTC

INTCNegative Net Change EPositive Net Change NEMNegative Net Change AONNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Netflix, Goldman Sachs and AMREP

NVDA, NFLX, GS, and AXR stand out with strong performance and growth drivers, despite margin or macro risks.

GSPositive Net Change NFLXPositive Net Change NVDAPositive Net Change AXRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Rigetti Computing, IBM, Alphabet and Amazon.com

RGTI soared 1147% in a year, but with falling revenue and rising costs, it's no NVDA???at least not yet.

AMZNPositive Net Change IBMPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change RGTIPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Vertiv and NVIDIA

AVGO, VRT, and NVDA combine AI growth with dividend payouts, offering investors rare tech-sector income potential.

NVDAPositive Net Change AVGONegative Net Change VRTPositive Net Change

Zacks Equity Research

Microsoft, Meta Platforms, Apple, Amazon, Alphabet and Nvidia are part of Zacks Earnings Preview

MSFT, META, AAPL, and AMZN earnings this week will test Mag 7's AI momentum and justify their market leadership.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Derek Lewis

Like Dividends? These 3 AI Stocks Pay Investors

Although all three stocks aren't high-yield, the bullish outlook for these companies' AI offerings can't be overlooked by income-focused investors seeking to join the AI frenzy.

NVDAPositive Net Change AVGONegative Net Change VRTPositive Net Change

Zacks Equity Research

Intel Q2 Earnings Fall Short of Estimates, Revenues Remain Flat Y/Y

INTC's Q2 earnings fell short as flat sales and rising costs pressured margins despite AI PC momentum.

INTCNegative Net Change QCOMNegative Net Change ANETPositive Net Change PINSNegative Net Change

Sweta Killa

ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

INTCNegative Net Change SOXXNegative Net Change VLUEPositive Net Change SOXQPositive Net Change FEPIPositive Net Change WISEPositive Net Change

Sridatri Sarkar

How Is Navitas Leading AI Data Center Power Platform Expansion?

NVTS accelerates AI data center power delivery with cutting-edge PSUs, GaN/SiC tech and an NVIDIA-backed 800V HVDC platform.

TXNNegative Net Change NVDAPositive Net Change POWINegative Net Change NVTSPositive Net Change

Anirudha Bhagat

AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?

AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.

INTCNegative Net Change TSMPositive Net Change GFSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, D-Wave Quantum, Lockheed Martin, Apple, Microsoft and Alphabet

NVDA and QBTS both show strong gains, but diverge on risk and maturity as AI and quantum computing reshape tech investing.

LMTNegative Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change QBTSPositive Net Change

Zacks Equity Research

RMBS Set to Report Q2 Earnings: What's in Store for the Stock?

Rambus' second-quarter 2025 results are expected to benefit from rising chip demand and AI momentum, offsetting price erosion and macro pressures.

RMBSPositive Net Change LRCXNegative Net Change STNegative Net Change EANegative Net Change

Anirudha Bhagat

LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?

Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.

NVDAPositive Net Change LRCXNegative Net Change MRVLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Elon Musk's xAI Eyes $12 Billion Chip Purchase Deal With Nvidia

NVDA jumps 2.3% as Elon Musk's xAI plans a massive $12B GPU buy, reinforcing Nvidia's AI dominance.

TXNNegative Net Change NVDAPositive Net Change ASYSNo Net Change

Zacks Equity Research

Stock Market News for Jul 24, 2025

U.S. stocks closed higher on Wednesday following positive developments on the tariff and trade front.

AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights QuantumScape, NVIDIA, Apple and Microsoft

QuantumScape surges 220% on battery breakthrough, while NVIDIA powers higher on AI chip demand and record earnings.

AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change QSNegative Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Meta Platforms and Nvidia

Meta and Nvidia earnings estimates trend higher as Q2 results spark renewed optimism across Tech and Finance sectors.

NVDAPositive Net Change METAPositive Net Change

Shaun Pruitt

Time to Buy, Hold, or Sell Intel Stock as Q2 Earnings Approach?

Showing signs of a comeback, Intel (INTC) stock has started to rebound and is up +15% in 2025, with the chip giant's much-anticipated Q2 results approaching after-market hours on Thursday, July 24.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change TSMPositive Net Change CDNSPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

4 Technology Stocks Poised to Beat Earnings Estimates in Q2

Here, we have picked four technology stocks, META, LRCX, FLEX and STX, which are likely to pull off earnings surprises in second-quarter 2025.

STXPositive Net Change LRCXNegative Net Change FLEXPositive Net Change METAPositive Net Change

Zacks Equity Research

Applied Materials' R&D Investment is Climbing: Can it Deliver Results?

AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.

KLACPositive Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Marvell Technology's Optics Business Expands: What's on the Horizon?

MRVL's optics business gains speed with AI-driven demand, co-packaged upgrades, and soaring revenue growth.

MRVLPositive Net Change AVGONegative Net Change COHRNegative Net Change

Zacks Equity Research

Texas Instruments Q2 Earnings Beat Estimates, Revenues Rise Y/Y

While strong demand for its solutions across all business segments drives TXN's Q2 revenues higher. efficient cost management aids margin expansion.

TXNNegative Net Change ADBENegative Net Change AMATPositive Net Change ACIWNegative Net Change

Mark Vickery

New Record Close for S&P 500 - TXN, COF Report After the Bell

The S&P 500 has tiptoed to another record closing high this afternoon, to 6309 for the first time ever.

TXNNegative Net Change IBMPositive Net Change LUVNegative Net Change COFPositive Net Change CMGNegative Net Change LVSPositive Net Change PHMNegative Net Change DHINegative Net Change TSLANegative Net Change NOWNegative Net Change GOOGLPositive Net Change

Derek Lewis

NVIDIA's Story Keeps Getting Brighter

Everybody wants their hands on NVIDIA's GPUs, with the AI favorite continuing to ink fresh deals and collaborate with many notable companies. Has the fun just started?

NVONegative Net Change ETNNegative Net Change NVDAPositive Net Change