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semiconductor: Archive
NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?
by Anirudha Bhagat
NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Zacks.com featured highlights include NVIDIA, Meta Platforms and Amazon.com
by Zacks Equity Research
NVIDIA, Meta, and Amazon emerge as top Mag 7 momentum plays, each boasting strong earnings surprises and high scores.
AMZNPositive Net Change NVDAPositive Net Change METAPositive Net Change
semiconductor
Zacks Investment Ideas feature highlights: Micron Technology and Nvidia
by Zacks Equity Research
Micron stock trades 20% below highs even as AI demand drives record growth, stronger guidance, and a top Zacks Rank.
MUPositive Net Change NVDAPositive Net Change
semiconductor
Company News for Sep 2, 2025
by Zacks Equity Research
Companies In The News Are: ADSK, AMBA, AFRM, GAP.
ADSKPositive Net Change GAPPositive Net Change AMBAPositive Net Change AFRMNegative Net Change
internet retail semiconductor
Stock Market News for Sep 2, 2025
by Zacks Equity Research
U.S. stock markets closed lower on Friday, following some profit-taking on technology bigwigs.
MRVLPositive Net Change
artificial-intelligence semiconductor
Acquisitions Shaping Up Amphenol's Growth Trajectory: What's Ahead?
by Aniruddha Ganguly
APH's acquisitions fuel 52% revenue growth in H1 2025, while upcoming billion-dollar deals aim to expand its interconnect portfolio.
APHNegative Net Change TELPositive Net Change RFILPositive Net Change
artificial-intelligence semiconductor tech-stocks
Should You Buy, Sell or Hold NVIDIA Stock Post Strong Q2 Earnings?
by Anirudha Bhagat
NVDA posts record Q2 results with soaring Data Center revenues and strong AI demand, but premium valuation suggests a hold stance.
QCOMNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Qualcomm Declines 8.3% in Past Year: Time to Rethink QCOM Stock?
by Supriyo Bose
Qualcomm stock slid 8.3% in a year as China trade woes, rising R&D costs and tough competition weigh on margins despite Snapdragon and auto gains.
QCOMNegative Net Change AVGOPositive Net Change HPEPositive Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks telecom
The Zacks Analyst Blog Highlights NVIDIA and CoreWeave
by Zacks Equity Research
Zacks compares AI leaders NVIDIA and CoreWeave, weighing strong cash-rich growth at NVDA against higher-risk expansion at CRWV.
NVDAPositive Net Change CRWVPositive Net Change
computers semiconductor
AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?
by Aniruddha Ganguly
AMD's expanding partner base, strong EPYC demand, and new AI collaborations fuel growth despite stiff competition from NVIDIA and Broadcom.
AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change
artificial-intelligence semiconductor tech-stocks
How Does Credo's System-Level Strategy Provide an Edge in the AI Era?
by Zacks Equity Research
CRDO is fueling AI-era data centers with a system-level strategy, driving growth across AECs, DSPs and retimers.
MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change
semiconductor tech-stocks
Marvell Technology Q2 Earnings Match Estimates, Revenues Rise Y/Y
by Zacks Equity Research
MRVL's second-quarter fiscal 2026 results reflect the benefits of robust data center demand and recovering networking markets.
APHNegative Net Change MRVLPositive Net Change ANETPositive Net Change ALKTPositive Net Change
semiconductor
Stock Market News for Aug 29, 2025
by Zacks Equity Research
U.S. stocks ended higher on Thursday as investors cheered NVIDIA's quarterly results, reaffirming their faith in the ongoing spending on artificial intelligence and the enthusiasm surrounding it.
NVDAPositive Net Change AVGOPositive Net Change
semiconductor
Buy 2 Computer-Integrated Systems Giants With Extensive AI Applications
by Nalak Das
MU and IBM are tapping AI-driven demand with strong growth prospects, estimate upgrades and notable upside potential.
IBMPositive Net Change MUPositive Net Change
artificial-intelligence computers semiconductor
Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom
by Benjamin Rains
Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.
MUPositive Net Change NVDAPositive Net Change
artificial-intelligence semiconductor tech-stocks
MRVL Pushes 2nm Boundaries: Is it a Game Changer for XPUs?
by Zacks Equity Research
Marvell Technology launches the first 2nm 64 Gbps bi-directional die-to-die interface for greater bandwidth density and major power savings.
AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change
semiconductor
Jobless Claims Decreased More Than Expected
by Zacks Equity Research
Jobless Claims Decreased More Than Expected
DGNegative Net Change BBYPositive Net Change DELLPositive Net Change NVDAPositive Net Change DKSNegative Net Change ULTANegative Net Change MRVLPositive Net Change BURLPositive Net Change
retail semiconductor tech-stocks
Stock Market News for Aug 28, 2025
by Zacks Equity Research
U.S. stocks ended higher on Wednesday, with the S&P 500 closing at a new record high, as investors looked forward to NVIDIA's earnings, the most closely watched event of the week.
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
NVIDIA Q2 Earnings Beat, Stock Falls on Data Center Sales Miss
by Zacks Equity Research
NVDA's Q2 earnings and revenues top estimates, but shares slide as Data Center sales miss analyst expectations.
NVDAPositive Net Change FFIVNegative Net Change ANETPositive Net Change QLYSPositive Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?
by Nalak Das
NVDA posts strong fiscal Q2 results with soaring AI-driven growth, but China sales halt weighs on its Data Center momentum.
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence internet semiconductor social-media tech-stocks
The Zacks Analyst Blog Highlights Quantum Computing, IonQ, Rigetti Computing, D-Wave Quantum and NVIDIA
by Zacks Equity Research
Quantum Computing Inc. soars over 2000%, sparking comparisons to NVIDIA, but its small revenue base makes the stock a high-risk bet.
NVDAPositive Net Change QUBTNegative Net Change IONQPositive Net Change RGTINegative Net Change QBTSPositive Net Change
semiconductor
NVIDIA Tops Estimates, Grows +41% on Data Center
by Mark Vickery
NVIDIA easily beat estimates on both top and bottom lines -- estimates that were already quite extraordinarily high.
NVDAPositive Net Change URBNPositive Net Change FIVENegative Net Change SNOWPositive Net Change
apparel artificial-intelligence earnings retail semiconductor
ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now?
by Shuvra Shankar Dey
AppLovin's AI-fueled Axon 2 and soaring profitability give APP a stronger near-term edge over ARM's steadier chip-driven growth.
MSFTPositive Net Change CRMNegative Net Change ARMPositive Net Change APPPositive Net Change
business-services semiconductor tech-stocks
Markets Await PCE Data
by Zacks Equity Research
Markets Await PCE Data
KSSPositive Net Change ANFPositive Net Change NVDAPositive Net Change DKSNegative Net Change MCFTPositive Net Change
retail semiconductor travel-leisure
TXN's Analog Revenue Growth Picks Up: A Sign of More Upside?
by Zacks Equity Research
Texas Instruments' analog unit, driving 77.6% of revenues with 17.9% growth in Q2 2025, is gaining from 5G and broad industrial demand.
ADINegative Net Change TXNNegative Net Change NXPINegative Net Change
semiconductor