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semiconductor: Archive
Top Research Reports for NVIDIA, SAP & American Express
by Mark Vickery
NVIDIA gains from AI-driven data center demand, SAP lifts cloud outlook, and American Express rides travel and spending momentum.
RFNegative Net Change AXPNo Net Change ENegative Net Change NVDAPositive Net Change SAPNegative Net Change HCANegative Net Change ESPPositive Net Change NVECPositive Net Change
aerospace computers finance semiconductor tech-stocks
Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics
by Sejuti Banerjea
Semiconductor stocks power the AI era, tested by trade tensions and rich valuations. NVIDIA leads, while STMicroelectronics eyes recovery.
STMPositive Net Change NVDAPositive Net Change
semiconductor tech-stocks
AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?
by Aniruddha Ganguly
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?
CSCOPositive Net Change AVGONegative Net Change
artificial-intelligence cloud-computing semiconductor tech-stocks
Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?
by Anirudha Bhagat
LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.
KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Will QCOM's New AI Inference Solutions Boost Growth Prospects?
by Aritra Chatterjee
Qualcomm's new AI200 and AI250 cards promise powerful, efficient AI inference for next-gen data centers.
INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change NVDAPositive Net Change
artificial-intelligence communications semiconductor tech-stocks
Will Lower Revenues Adversely Impact Qorvo's Q2 Earnings?
by Zacks Equity Research
QRVO eyes innovation and 5G growth to offset revenue pressure ahead of its fiscal Q2 earnings report.
QCOMPositive Net Change AMDNegative Net Change FTNTNegative Net Change QRVONegative Net Change
communications earnings iot semiconductor tech-stocks
Stock Market News for Oct 28, 2025
by Zacks Equity Research
U.S. stock markets closed at record highs on Friday following positive developments on U.S.-China trade negotiations.
QCOMPositive Net Change
semiconductor
Bull of the Day: ASML Holding (ASML)
by Ethan Feller
ASML Holdings stock has staged a sharp rebound in recent months, bolstered by analyst upgrades
ASMLPositive Net Change
artificial-intelligence semiconductor
ASML and Papa John's have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
ASML surges on earnings upgrades and breakout momentum, while Papa John's stumbles under weak growth and valuation strain.
XOMNegative Net Change EPDPositive Net Change ASMLPositive Net Change PZZAPositive Net Change
semiconductor
TEL Gears Up to Report Q4 Earnings: What's in Store for the Stock?
by Zacks Equity Research
TE Connectivity eyes solid fiscal Q4 growth, driven by rising orders and strong demand across the Transportation and Industrial segments.
GLWNegative Net Change AMEPositive Net Change TELPositive Net Change METAPositive Net Change
artificial-intelligence semiconductor tech-stocks
KLAC Set to Report Q1 Earnings: What's in Store for the Stock?
by Zacks Equity Research
KLA's fiscal Q1 results are expected to show double-digit growth as AI-driven demand and advanced packaging boost revenue momentum.
KLACPositive Net Change GLWNegative Net Change AMEPositive Net Change METAPositive Net Change
artificial-intelligence semiconductor tech-stocks
Can Higher Revenues Benefit Monolithic Power's Q3 Earnings?
by Zacks Equity Research
MPWR's Q3 results may get a lift from strong automotive demand, IoT and AI traction, and diversified growth across key verticals.
QCOMPositive Net Change AMDNegative Net Change MPWRPositive Net Change FTNTNegative Net Change
communications iot semiconductor tech-stocks
NVTS vs. ON: Which Power Chip Stock Has an Edge Right Now?
by Om Jaiswal
ON Semiconductor's rising China and AI demand, paired with lower valuation, gives it an edge over Navitas Semiconductor's high-priced rally.
ONPositive Net Change NVTSNegative Net Change
artificial-intelligence semiconductor tech-stocks
ETFs in Spotlight as Intel Beats Q3 Earnings on Lower Restructuring Costs
by Aparajita Dutta
INTC's Q3 beat, aided by lower restructuring costs and rising AI demand, is putting ETFs like FTXL and FPEI with massive exposure to the chipmaker in focus.
INTCNegative Net Change NVDAPositive Net Change VLUEPositive Net Change FTXLNegative Net Change FEPINegative Net Change GPTYNegative Net Change
earnings etfs semiconductor
Buy These 5 Dividend Growth Stocks as U.S. Inflation Rate Hits 3%
by Aparajita Dutta
As U.S. inflation hits 3%, dividend growth stocks like Vertiv, TSM, Oracle, Lam Research, and Elbit Systems shine.
LRCXPositive Net Change ORCLNegative Net Change TSMNegative Net Change ESLTNegative Net Change VRTPositive Net Change
aerospace computers semiconductor smart-health
Lam Research and Helen of Troy have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Zacks names Lam Research as Bull of the Day on strong earnings momentum and growth outlook, while Helen of Troy earns Bear of the Day status amid weak guidance and tariff pressures.
INTCNegative Net Change MSFTNegative Net Change NVDAPositive Net Change LRCXPositive Net Change HELENegative Net Change
semiconductor
Bull of the Day: Lam Research (LRCX)
by Tracey Ryniec
Looking for double digit revenue and earnings growth?
LRCXPositive Net Change
semiconductor tech-stocks
Company News for Oct 27, 2025
by Zacks Equity Research
Companies In The News Are: INTC, SSNC, F, GD.
INTCNegative Net Change GDPositive Net Change FNegative Net Change SSNCNegative Net Change
aerospace auto-tires-trucks semiconductor tech-stocks
Stock Market News for Oct 27, 2025
by Zacks Equity Research
U.S. stock markets closed at record highs on Friday following the release of cooler-than-expected inflation data.
AMDNegative Net Change
semiconductor
Zacks Investment Ideas feature highlights: Advanced Micro Devices and Vertiv
by Zacks Equity Research
AMD hits a record high on an OpenAI partnership while Vertiv posts strong earnings, fueling optimism for a year-end rally.
AMDNegative Net Change VRTPositive Net Change
semiconductor
Buy Intel Stock After Favorable CPI Data & Q3 Earnings Beat?
by Shaun Pruitt
Hitting a fresh one-year high of $41 a share in Friday's trading session, Intel stock has continued an attention-getting rebound from a 52-week and multi-year low of $17.
INTCNegative Net Change NVDAPositive Net Change SFTBYNegative Net Change
artificial-intelligence computers earnings inflation interest-rate investing large-cap semiconductor tech-stocks
Intel's Strong Q3 Earnings Fuel Turnaround Hopes: Time to Buy?
by Tirthankar Chakraborty
INTC's return to profit, new deals with NVIDIA and Microsoft, and major U.S. investments fuel optimism for a lasting turnaround.
INTCNegative Net Change MSFTNegative Net Change NVDAPositive Net Change TSMNegative Net Change
earnings semiconductor tech-stocks
4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations
by Aniruddha Ganguly
Here, we have picked four technology stocks, META, RDDT, IDCC and AME, which are likely to pull off earnings surprises in the third quarter of 2025.
AMEPositive Net Change IDCCNegative Net Change METAPositive Net Change RDDTNegative Net Change
artificial-intelligence semiconductor social-media tech-stocks
Year-End Rally Odds Increase: Stocks to Watch
by Bryan Hayes
The start to the third-quarter earnings season has been very positive, bolstering the case for a sustained rally in the final months of the year.
AMDNegative Net Change VRTPositive Net Change
artificial-intelligence earnings inflation interest-rate investing semiconductor tech-stocks
ASYS vs. LRCX: Which Semiconductor Equipment Stock is the Better Buy?
by Om Jaiswal
Lam Research's strong AI chip exposure and robust growth make it a more compelling buy than Amtech Systems, which continues to face mature node weakness.
LRCXPositive Net Change ASYSPositive Net Change
semiconductor tech-stocks