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semiconductor: Archive
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
by Zacks Equity Research
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
artificial-intelligence computers earnings semiconductor tech-stocks
Beat the Market the Zacks Way: F5, Atlanticus, Starbucks in Focus
by Santanu Roy
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
communications computers consumer-staples finance multi-sector-conglomerates oil-energy pharmaceuticals restaurants semiconductor
Can Analog Devices Sustain Margin Expansion Throughout 2026?
by Subham Roy
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
semiconductor
Micron Gets the Headlines, But Sandisk Could Offer More Upside
by Tirthankar Chakraborty
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
artificial-intelligence semiconductor tech-stocks
Can ASE Technology Sustain Its Recent Margin Expansion?
by Shrabana Mukherjee
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
semiconductor tech-stocks
Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?
by Anirudha Bhagat
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
artificial-intelligence computers earnings-preview semiconductor tech-stocks
Can AMAT's AGS Business Become a Long-Term Growth Driver?
by Subham Roy
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
semiconductor
Top Research Reports for Alphabet, Broadcom & Johnson & Johnson
by Mark Vickery
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
internet pharmaceuticals semiconductor
Seagate & Another AI Memory Momentum Stock With Big Upside
by Tirthankar Chakraborty
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
artificial-intelligence semiconductor tech-stocks
Top AI Stocks to Add to Your Portfolio for Impressive Returns
by Aniruddha Ganguly
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
artificial-intelligence cloud-computing cybersecurity electronics healthcare robotics saas semiconductor tech-stocks