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semiconductor: Archive

Zacks Equity Research

AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3

MU's DRAM revenues may have surged in Q3 as AI demand, HBM leadership and NVIDIA ties fuel one of its strongest memory markets in years.

AMDNegative Net Change MUNegative Net Change MRVLNegative Net Change

Santanu Roy

Beat the Market the Zacks Way: F5, Atlanticus, Starbucks in Focus

F5 surged after a Zacks Rank upgrade, while Atlanticus and Starbucks posted notable gains as several Zacks strategies outperformed.

NVOPositive Net Change MMMPositive Net Change SBUXPositive Net Change LRCXNegative Net Change FFIVNegative Net Change ECPositive Net Change CRSNegative Net Change MNSTPositive Net Change VIRTPositive Net Change VIAVNegative Net Change NOBLPositive Net Change ATLCNegative Net Change

Subham Roy

Can Analog Devices Sustain Margin Expansion Throughout 2026?

ADI's margins keep climbing as Industrial, Data Center and Communications growth boost high-value revenues and operating leverage into 2027.

ADINegative Net Change TXNNegative Net Change AVGONegative Net Change

Tirthankar Chakraborty

Micron Gets the Headlines, But Sandisk Could Offer More Upside

SNDK has outpaced MU as AI-driven memory demand, strong pricing power and rising data center sales fuel exceptional growth momentum.

MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change

Shrabana Mukherjee

Can ASE Technology Sustain Its Recent Margin Expansion?

ASX's margin expansion is increasingly tied to its fast-growing LEAP business, AI-driven chip demand and stronger ATM profitability.

INTCNegative Net Change AMKRNegative Net Change ASXNegative Net Change

Anirudha Bhagat

Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?

MU's Q3 results are likely to reflect the benefits of AI-driven memory demand, better pricing and new chip ramp-up.

MUNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change

Subham Roy

Can AMAT's AGS Business Become a Long-Term Growth Driver?

Applied Materials' AGS unit is turning its installed base into a recurring growth engine with AI-enabled services and expanding margins.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Mark Vickery

Top Research Reports for Alphabet, Broadcom & Johnson & Johnson

Today's Research Daily features new research reports on 16 major stocks, including Alphabet Inc. (GOOGL), Broadcom Inc. (AVGO) and Johnson & Johnson (JNJ), as well as two micro-cap stocks, Franklin Wireless Corp. (FKWL) and Park Aerospace Corp. (PKE).

CNegative Net Change CMEPositive Net Change JNJPositive Net Change PLDPositive Net Change AVGONegative Net Change GOOGLNegative Net Change

Tirthankar Chakraborty

Seagate & Another AI Memory Momentum Stock With Big Upside

STX and WDC emerged as momentum stock picks as AI-driven data center growth boosts demand for large-scale storage solutions.

WDCNegative Net Change STXNegative Net Change

Aniruddha Ganguly

Top AI Stocks to Add to Your Portfolio for Impressive Returns

Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

DELLNegative Net Change MUNegative Net Change GOOGLNegative Net Change HPENegative Net Change