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semiconductor: Archive

Urmimala Biswas

Navitas vs. ON Semiconductor: Which Power Stock is a Better Bet Now?

Navitas' 370% rally and GaN innovations put it ahead of ON Semiconductor in the race for power efficiency dominance.

ONNegative Net Change NVTSPositive Net Change

Zacks Equity Research

NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Fall Y/Y

NXPI posts Q2 revenues of $2.93B, down 6% Y/Y, while EPS of $2.72 surpasses the consensus mark by 2%.

ADBENegative Net Change AMATPositive Net Change NXPINegative Net Change ACIWPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Analog Devices Stock?

Investors need to pay close attention to ADI stock based on the movements in the options market lately.

ADINegative Net Change

Zacks Equity Research

Zacks.com featured highlights NVIDIA, AppLovin and GE Aerospace

NVDA, APP, and GE are delivering standout earnings growth in 2025, signaling potential upside for investors focused on fundamentals.

GEPositive Net Change NVDAPositive Net Change APPPositive Net Change

Mark Vickery

S&P, Nasdaq Close at New Record Highs, Ignore Weakness in LEI

Bond yields have cooled from last week, as well: +4.38% on the 10-year, +3.86% on the 2-year and back below +5% on the 30-year bond.

KOPositive Net Change NXPINegative Net Change

Mark Vickery

Top Analyst Reports for Philip Morris, McDonald's & Texas Instruments

Walmart's investments in supply chain, store remodels, and automation are fueling growth across its U.S. and international segments.

GEPositive Net Change TXNNegative Net Change MCDNegative Net Change PMPositive Net Change TRUPositive Net Change HIMSNegative Net Change BRBSNegative Net Change

Zacks Equity Research

TEL to Report Q3 Earnings: Here's Why the Stock is a Buy Right Now

TE Connectivity's third-quarter fiscal 2025 performance will likely benefit from robust orders and strong growth within the electric and hybrid vehicle markets.

APHPositive Net Change LRCXPositive Net Change TELPositive Net Change ENVXNegative Net Change

Shreya Majumder

CRDO Eyes Growth: Will Retimer Business Fuel its Revenue Engine?

Credo's PCIe Retimers gain traction in AI clusters, with design wins, demos and 85% total revenue growth expected in FY26.

AVGONegative Net Change CRDOPositive Net Change ALABNegative Net Change

Santanu Roy

Beat the Market the Zacks Way: Curtiss-Wright, Oracle, Starbucks in Focus

CW surged 26% after a Zacks upgrade, while ORCL and SBUX powered portfolio gains in a volatile, inflation-watched market.

PWRNegative Net Change FASTNegative Net Change SBUXNegative Net Change MUPositive Net Change TSCONegative Net Change ORCLPositive Net Change CWNegative Net Change SHBINegative Net Change PAHCPositive Net Change NOBLNegative Net Change OGINegative Net Change CRDOPositive Net Change

Abhinab Dasgupta

UMC in 2025: Resilience, Recovery and Long-Term Promise

United Microelectronics gains 15.3% YTD despite an earnings miss, as strategic focus and global resilience fuel long-term promise.

MRVLPositive Net Change UMCNegative Net Change ASXNegative Net Change

Anirudha Bhagat

LRCX Soars 59% in Three Months: Is the Stock Still Worth Buying?

Lam Research jumps 59% in three months as AI chip demand surges, while strong earnings and innovation keep it in buy territory.

QCOMNegative Net Change LRCXPositive Net Change AMATPositive Net Change MRVLPositive Net Change

Anirudha Bhagat

Micron Stock Soars 36% YTD: Still a Buy or Time to Book Profits?

MU rises 36% YTD, outpacing rivals as AI demand boosts memory chip sales, and its valuation still looks attractive.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

Best Income Stocks to Buy for July 21st

FULT, OPBK and MCHP made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 21, 2025.

MCHPNegative Net Change FULTNegative Net Change OPBKNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Taiwan Semiconductor Manufacturing, NVIDIA, Apple, Advanced Micro Devices, Broadcom and Intel

TSMC posts record Q2 profit and projects 30% revenue growth for 2025, fueled by AI chip demand and global expansion plans.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change TSMPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for July 21st

ADNT, CCL, MCRI, FULT and MCHP have been added to the Zacks Rank #1 (Strong Buy) List on July 21, 2025.

CCLPositive Net Change MCHPNegative Net Change MCRINegative Net Change FULTNegative Net Change ADNTNegative Net Change

Zacks Equity Research

Zacks Market Edge Highlights: FAST, NVDA and CTAS

FAST, NVDA, and CTAS are hitting all-time highs, but with steep valuations, are these market standouts too hot to handle?

FASTNegative Net Change NVDAPositive Net Change CTASNegative Net Change

Tirthankar Chakraborty

3 Reasons to Buy TSMC Stock Besides 61% Q2 Profit Surge

TSM posts record Q2 profit on soaring AI chip demand and forecasts 30% revenue growth in 2025 as momentum builds.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change TSMPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices

MSFT, NVDA, GOOGL, ARM, and AMD rebound as Wall Street shrugs off AI shocks, tariffs, and global tensions in 2025.

AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ARMPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Credo Technology and PVH have been highlighted as Zacks Bull and Bear of the Day

CRDO surges on AI-driven demand, while PVH sinks as analysts cut earnings outlook amid weak macro conditions.

FNegative Net Change PCARNegative Net Change PVHNegative Net Change RACEPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Taiwan Semiconductor Q2 Earnings and Revenues Surpass Expectations

TSM tops Q2 forecasts with 61% EPS growth, driven by strong demand for advanced chip nodes.

ADBENegative Net Change TSMPositive Net Change AEISPositive Net Change ACIWPositive Net Change

Anirudha Bhagat

NVDA vs. TSM: Which Semiconductor Stock Is the Better AI Investment?

Taiwan Semiconductor's soaring AI revenues, aggressive investments and lower valuation give it an edge over NVIDIA as the better AI stock bet.

NVDAPositive Net Change TSMPositive Net Change

Anirudha Bhagat

ASML Stock Declines 9% After Q2 Earnings: Should You Hold or Fold?

ASML Holding stock tumbles 9.5% despite strong Q2 results as weak guidance and 2026 uncertainty spook investors.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change ASMLPositive Net Change

Subham Roy

MRVL vs. MCHP: Which Ethernet PHY Transceiver Stock Has an Edge?

Microchip Technology's growing edge in Ethernet PHYs and margin recovery makes it a better choice at present than Marvell Technology.

MCHPNegative Net Change MRVLPositive Net Change

Zacks Equity Research

Can Growing Adoption of Tomahawk Ultra Boost Broadcom's AI Revenues?

AVGO's Tomahawk Ultra chip aims to drive AI revenues higher with faster adoption among hyperscalers and OEMs.

AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

ASML Holding Q2 Earnings and Revenues Surpass Expectations

ASML posts a 47% jump in Q2 EPS and beats both earnings and revenue estimates, driven by strong Systems and Services growth.

ASMLPositive Net Change ADBENegative Net Change AEISPositive Net Change ACIWPositive Net Change